Senior Financial Planning and Analysis AnalystEP Wealth Advisors

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary 

The Financial Planning and Analysis Analyst will support annual budgeting, forecasting, and ad hoc financial modeling, while partnering closely with business leaders across the organization. This role also leads the implementation and ongoing administration of Workday, serving as the FP&A team's primary system owner. The ideal candidate brings 4-6 years of progressive FP&A experience, a proven ability to work with large, complex data sets, exceptional organizational and communication skills, and a strong problem-solving mindset.