Senior Manager, Financial Planning & Analysis and Investor Relations

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.

As a Senior Manager, Financial Planning & Analysis and Investor Relations, you will play a key role within the Finance organization, reporting directly to the Director of FP&A, and partnering closely with the VP of FP&A, CFO, and senior business leaders. This role sits at the intersection of financial analysis, strategic planning, investor communications, and external stakeholder engagement, helping transform complex financial information into actionable insights and compelling business narratives.

We are looking for a highly analytical finance professional who combines strong financial modeling capabilities with exceptional communication and project management skills. The ideal candidate is equally comfortable building a forecast model, developing executive-level presentations, coordinating cross-functional initiatives, and supporting interactions with lenders, ratings agencies, and private equity sponsors.

This role offers significant visibility across the organization and an opportunity to influence strategic decision-making at the highest levels of the business.

The role includes a base salary, bonus structure and equity plan.

Responsibilities

Strategic Finance & Financial Analysis

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

Perform analyses on key business drivers, profitability, growth trends, and enterprise performance

Partner with Finance leadership to evaluate risks, opportunities, and potential business outcomes

Translate complex financial information into clear recommendations for executive decision-making

Support monthly, quarterly, and annual planning processes across the organization

Executive Communications & Business Storytelling

Prepare executive-ready presentations and financial communications for senior leadership

Synthesize financial and operational results into concise, actionable narratives

Support development of materials for Board meetings, lender presentations, Executive Leadership Team discussions, and other high-visibility forums

Ensure consistency of messaging across planning, reporting, and external communications

External Stakeholder Support

Coordinate and support recurring and ad hoc requests from lenders, ratings agencies, private equity sponsors, and other external stakeholders

Prepare financial analyses, presentation materials, FAQs, and supporting documentation for external meetings and diligence activities

Partner with Finance, Treasury, Legal, Accounting, and business leaders to gather, validate, and communicate information effectively

Anticipate stakeholder questions and proactively develop supporting analyses and responses

Cross-Functional Coordination & Program Management

Manage project plans, communication timelines, and deliverables related to quarterly lender processes, ratings reviews, and diligence processes

Coordinate across multiple teams to ensure timely and accurate completion of key deliverables

Drive accountability and follow-through across stakeholders while maintaining strong working relationships

Process Improvement & Organizational Impact

Identify opportunities to improve modeling processes, reporting quality, and communication effectiveness (including the use of AI for model audits, forecasting, etc.)

Enhance the efficiency and scalability of finance deliverables through improved workflows and tools

Help elevate the quality, consistency, and professionalism of FP&A outputs across the organization

Support special projects and strategic initiatives as required

Requirements

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

Demonstrated 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 Qualifications

Experience supporting lender relations, ratings agencies, debt financing activities, investor relations, or private equity sponsors

Background in financial services, wealth management, asset management, consulting, investment banking, or strategic finance

Familiarity with planning and reporting tools / languages such as Power BI, Anaplan, Hyperion, SQL, or similar systems

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $106,400 to $156,000, plus a bonus structure and equity plan. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com .

© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.