Senior Manager, Financial Planning & Analysis, Investor Relations

Edelman Financial Engines

. Develop and maintain financial models for budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives .

Posted 9/17/2026full-timeRemote • United StatesSenior💰 $106,400 - $156,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates advanced financial modeling, forecasting, and analytical skills to support strategic initiatives and executive decision-making. Proficient in synthesizing complex financial information into clear narratives and presentations for high-visibility forums.

Highest-signal resume keywords

Advanced Financial ModelingExcel ProficiencyPowerPoint ProficiencyCollaboration SkillsInvestment Banking Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingForecastingAnalytical SkillsScenario AnalysisBudgetingRisk EvaluationProfitability AnalysisGrowth Trend AnalysisCapital Market UnderstandingExecutive Communication

Soft Skills

Exceptional Written CommunicationExceptional Verbal CommunicationInfluencing SkillsAbility to Manage Multiple PrioritiesTeam Coordination

Tools & Technologies

Power BIAnaplanHyperionSQL

Industry Keywords

Private EquityDirect LendingCorporate FinanceInvestor RelationsFinancial ServicesWealth ManagementAsset ManagementConsulting

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Develop and maintain financial models for budgeting, forecasting, long-range planning, scenario analysis, and strategic initiatives
Analyze business drivers, profitability, growth trends, and enterprise performance
Evaluate risks, opportunities, and potential business outcomes with Finance leadership
Translate complex financial information into recommendations for executive decision-making
Support monthly, quarterly, and annual planning processes
Prepare executive-ready presentations and financial communications
Synthesize financial and operational results into actionable narratives
Develop materials for Board meetings, lender presentations, Executive Leadership Team discussions, and other high-visibility forums
Coordinate requests from lenders, ratings agencies, private equity sponsors, and other external stakeholders
Prepare analyses, presentation materials, FAQs, and documentation for external meetings and diligence
Partner with Finance, Treasury, Legal, Accounting, and business leaders to gather and communicate information
Manage project plans, communication timelines, and deliverables for lender processes, ratings reviews, and diligence
Coordinate teams to ensure timely and accurate deliverables
Improve modeling processes, reporting quality, workflows, tools, and FP&A outputs
Support special projects and strategic initiatives

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
8-10 years of experience in Investment Banking, Consulting, Strategic Finance, Investor Relations, Corporate Finance, or a related discipline
Advanced financial modeling, forecasting, and analytical skills
Understanding of the capital market landscape, specifically within the Private Equity and Direct Lending markets
Strong proficiency in Excel and PowerPoint; experience preparing executive-level or Board-ready materials
Exceptional written and verbal communication skills
Ability to translate complex analyses into clear business insights and executive narratives
Experience managing multiple priorities and delivering high-quality work in a fast-paced environment
Strong collaboration and influencing skills with the ability to work effectively across functions and levels
Preferred: Experience supporting lender relations, ratings agencies, debt financing activities, investor relations, or private equity sponsors
Preferred: Background in financial services, wealth management, asset management, consulting, investment banking, or strategic finance
Preferred: Familiarity with planning and reporting tools/languages such as Power BI, Anaplan, Hyperion, SQL, or similar systems

Benefits

Comp & perks

Bonus structure
Equity plan
Discretionary bonus
Health plans
Dental plans
Other wellness plans
401(k) contributions