Financial Analyst – Strategic Finance and Planning

Job Description

Financial Analyst | Federated Hermes

The Tone:
This is an exciting hybrid opportunity for a Financial Analyst, based in Federated Hermes’s downtown Pittsburgh Headquarters. Federated Hermes operates as a leading investment manager globally, driven by the goals of helping individuals invest and retire better, achieving better risk-adjusted returns for clients, and contributing to positive outcomes in the wider world through active, responsible investment. The firm is committed to client-first principles, transparency, and responsible conduct. This pivotal Financial Analyst role is instrumental in fostering these commitments by advancing strategic finance and planning, providing essential financial analysis, forecasting, and presentation support to leadership. The position directly contributes to critical corporate planning processes, strategic initiatives, and high-level corporate decision-making within a collaborative, integrity-driven, and purpose-motivated environment that values teamwork and diverse perspectives.

The TL;DR
• Role: Early Career
• Type: Hybrid
• Location: Hybrid, Pittsburgh, PA

• Mission: To advance strategic finance and planning by providing essential financial analysis, forecasting, and presentation support for leadership.
• Tech Stack: Excel

What You’ll Actually Do
• Strategic Finance Advancement: Help advance strategic finance and planning efforts within the organization.
• Financial & Presentation Support: Provide financial analysis, forecasting, and presentation support directly to leadership.
• Corporate Planning Participation: Participate actively in corporate planning processes, including strategic planning, forecasting, and budgeting.
• Corporate Development Analysis: Provide analytical support specifically for corporate development initiatives.
• Strategic Decision Support: Offer analytical support for strategic initiatives and corporate-level decision making across the firm.

The Must-Haves
• Background: Bachelor’s degree in finance, accounting, or economics, establishing a core domain knowledge in financial principles.
• Experience: A minimum of 2 years of experience in financial planning and analysis (FP&A), strategic planning, or strategy consulting is preferred.
• Skills: Possess a solid understanding of financial statements, budgeting, forecasting methodologies, and business planning principles, with proven experience using Excel for financial modeling, data analysis, and creating leadership-ready presentations.
• Bonus: Prior professional experience within investment management or financial services is preferred.