Senior FP&A Analyst

We are a global investment bank specializing in M&A and private capital advisory services. Clients worldwide rely on us to help unlock value in their business and turn ambitious goals into reality. We approach every engagement with boundless collaboration, pooling expertise and relationships across industries, service offerings, and geographies. For over 35 years, our clients have trusted us to think strategically, execute precisely, and deliver premium outcomes to help them grow.

We are ambitious in our goals and steadfast in the belief that clients deserve our very best. To achieve our highest aspiration, we invest in world-class, team-oriented individuals who are smart, driven, and principled – those who are eager to be part of something bigger than themselves. When you join Harris Williams, you are welcomed into a collegial environment where every individual has the opportunity to make an impact in a powerful and significant way. We invite you to learn more about careers at Harris Williams.  

As Senior FP&A Analyst, you will sit at the intersection of strategy, finance, and firm leadership in a high visibility, high impact role. Beyond traditional reporting, you will serve as a strategic thought partner, translating complex financial data into insights that shape decision making across the Firm.

As a key contributor to our financial infrastructure, you will help connect long term strategic objectives with day to day operational execution. The role is ideal for a finance professional who combines analytical depth with strong business intuition and the ability to influence senior stakeholders through compelling financial storytelling.

The Senior FP&A Analyst is a critical partner to firm leadership, providing the financial insight needed to drive informed strategic and operational decisions. You will connect financial performance with business priorities, shaping resource allocation, investment decisions, and long range planning.

Through clear analysis, strong business partnership, and modern finance tools, including Power BI or Tableau and emerging AI enabled capabilities, you will help ensure Harris Williams operates with financial discipline, transparency, and agility as the Firm continues to grow. You will have direct exposure to senior leaders across Operations, Finance, IT, and Marketing, and real influence over how the Firm plans and invests.

• Act as a trusted advisor to senior leaders and department heads across Operations, Finance, IT, and Marketing.
• Provide data driven insights and recommendations to support resource allocation, expense management, and headcount planning.
• Serve as a consultative partner, helping leaders understand the financial implications and trade offs tied to business decisions.

• Lead long term financial modeling, trend analysis, and assessments of macroeconomic impacts.
• Support monthly business reviews, delivering deep dive variance analyses focused on root cause identification and forward looking insights.
• Identify patterns and risks that inform both near term actions and longer term strategy.
• Support financial feasibility analysis and diligence for internal strategic initiatives.

• Lead revenue forecasting, monthly management reporting, and updates to long range financial plans.
• Develop and maintain scenario models to evaluate business risks, opportunities, and strategic trade offs.

• Prepare high impact materials for executive leadership, including dashboards, commentary, and presentations.
• Translate complex financial results into clear, concise narratives that enable informed, timely decision making.

• Drive automation and modernization of FP&A processes, including the implementation of AI enabled tools and enhanced data workflows.
• Continuously improve Power BI or Tableau dashboards to provide real time visibility into firm performance.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 4+ years of progressive FP&A experience, ideally within investment banking, private equity, professional services, or another fast paced, high growth environment.
• Expert level Excel skills, with demonstrated experience building complex financial and scenario models.
• Proficiency with business intelligence tools.

• CPA and/or a Master's degree, considered a differentiator for this senior level role.
• Tableau or Power BI experience.
• Experience working with modern ERP systems and a strong interest in leveraging AI and automation within finance workflows.

• Analytical rigor: exceptional attention to detail and commitment to data accuracy and integrity.
• Executive presence: ability to confidently present financial insights and lead discussions with senior stakeholders.
• Business mindset: proactive, intellectually curious, and comfortable navigating ambiguity in a dynamic environment.
• Ownership and adaptability: self directed, accountable, and driven by continuous improvement.

When you join Harris Williams, you step into a highly collaborative, high-expectations environment where individuals are empowered to take ownership and make a visible impact. We value curiosity, accountability, and a strong team-first mindset.

This is an environment where you will be expected to lean in, contribute meaningfully, and grow quickly, working alongside passionate colleagues who are committed to excellence and continuous improvement.

• This is an in office role based in our Richmond, VA office.
• Candidates must be authorized to work in the U.S. without sponsorship
• This description reflects the core responsibilities of the role but is not intended to be all-inclusive. Responsibilities and focus areas may evolve based on business needs.

Disclaimer: Harris Williams will not accept unsolicited resumes from contingency recruiters. Any such resumes received will not be considered as legitimate submissions, and Harris Williams will not pay for the placement of a candidate resulting from the receipt of an unsolicited resume. Furthermore, Harris Williams strictly forbids any contingency recruiter from representing the firm in the market without prior consent

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses.  Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace.  We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.