Lead Associate, Finance & Accounting

Title:FP&A Analyst

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Overview of the FP&A Analyst:

The FP&A Analyst plays a lead role in financial planning, performance analysis, and management reporting to support informed business decisions. This role partners closely with Finance, Accounting, and business leaders to own forecasting, budgeting, and variance analysis for assigned areas, while translating financial results into clear insights, risks, and recommendations.

The position requires strong financial acumen, sound judgment, and the ability to manage recurring planning processes with a high degree of independence. The ideal candidate can influence stakeholders through data-driven insights, improve reporting and planning disciplines, and help drive consistency, accuracy, and accountability across finance processes.

This is a hybrid position based out of our Brookfield, Wi office location with a current in-office expectation of one time a week. 

Duties and Responsibilities of the FP&A Analyst:

• Own monthly and quarterly financial performance reporting for assigned business areas, including variance analysis against budget, forecast, and prior period results
• Lead budgeting and forecasting activities for assigned functions or business lines, including gathering inputs, challenging assumptions, and consolidating actionable outputs
• Build, enhance, and maintain financial models to support scenario planning, investment decisions, and operational planning
• Translate complex financial data into clear insights, recommendations, and executive-ready materials for Finance and business leadership
• Identify key drivers of business performance and proactively surface risks, opportunities, and emerging trends that may impact financial results
• Partner cross-functionally with Accounting, Product, and business leaders to improve forecast accuracy, strengthen financial visibility, and support strategic decision-making
• Own the development and maintenance of management reports, dashboards, and KPIs across revenue, expenses, and business performance measures
• Analyze revenue streams, client fees, and associated costs to validate assumptions, explain results, and support planning decisions
• Support month-end and quarter-end close processes through financial review, data validation, and partnership with Accounting to ensure reporting accuracy
• Drive continuous improvement in planning, reporting, and data management processes, including automation opportunities and stronger governance of financial information
• Serve as a trusted finance partner to stakeholders by providing thoughtful analysis, challenging assumptions, and guiding financially sound decisions
• Contribute to broader Finance initiatives and may provide direction, guidance, or informal leadership on key deliverables, processes, or special projects

Skills & Experience of the FP&A Analyst:

• 3+ years of experience in FP&A, corporate finance, or accounting, preferably within financial services or a complex operating environment
• Bachelor’s degree in Finance, Accounting, or a related field or equivalent experience
• Demonstrated experience owning forecasting, budgeting, management reporting, and financial modeling responsibilities
• Strong understanding of financial statements, accounting concepts, and the relationships between operating drivers and financial outcomes
• Advanced Excel skills and experience with Oracle, NetSuite or similar ERP and planning systems
• Ability to synthesize large amounts of data into clear insights, recommendations, and executive-level communications
• Strong analytical, problem-solving, and decision-support skills with a high degree of accuracy and attention to detail
• Proven ability to work independently, manage competing priorities, and influence cross-functional stakeholders
• Strong communication and collaboration skills, with the ability to build credibility and serve as a trusted business partner