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