Firm Overview:
Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit www.cambridgeassociates.com.
Job Description Summary:
The Opportunity
The Financial Planning & Analysis (FP&A) Financial Analyst – Shared Services is responsible for monthly and quarterly financial reporting, forecast, annual budget and ad hoc analysis for business partners across the firm. This is a hands-on role with an emphasis on performing financial analysis that provides senior management with insights needed to make strategic decisions around expenses. A strong communicator and team player, this role will work closely with peers in Finance & Accounting and across the business to build strong and collaborative partnerships across Accounting & Finance, Legal, Human Capital and other corporate functions.
Job Description:
Responsibilities
Financial Planning & Analysis
- Partner with Accounting & Finance, Legal, Human Capital and other corporate function leaders to build the annual budget and complete monthly forecasts
- Maintain and enhance financial models within the enterprise planning tool, ensuring data integrity across cost centers
- Analyze headcount, vendor spend, and departmental cost trends and deliver monthly variance analysis (actuals vs. budget/forecast) with clear, actionable commentary
Business Partnering
- Prepare monthly/quarterly P&L reviews, dashboards, and executive-ready summaries for Shared Services leadership
- Serve as the primary financial point of contact for assigned corporate functions, translating financial data into operational insight
- Support ad hoc analyses for leadership, including cost-benefit analysis, scenario planning, and resource allocation decisions
Continuous Improvement & Technology Adoption
- Proactively identify opportunities to streamline reporting and forecasting processes — reducing manual effort and cycle time
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