---
title: 'Senior Financial Planning and Analysis Analyst at EP Wealth Advisors'
canonical: 'https://feeny.ai/job/senior-financial-planning-and-analysis-analyst-ep-wealth-advisors-torrance-g5qq627p3wce'
type: 'job'
last_seen: '2026-10-18'
---

# Senior Financial Planning and Analysis Analyst at EP Wealth Advisors

- **Company:** EP Wealth Advisors
- **Location:** Torrance, CA
- **Compensation:** $100k–$140k
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-10-15
- **Last confirmed live:** 2026-10-18
- **Apply:** https://jobs.lever.co/epwealth/64423c32-1e33-43d7-be00-3220efb8d9e5

## Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary The Financial Planning and Analysis Analyst will support annual budgeting, forecasting, and ad hoc financial modeling, while partnering closely with business leaders across the organization. This role also leads the implementation and ongoing administration of Workday, serving as the FP&A team's primary system owner. The ideal candidate brings 4-6 years of progressive FP&A experience, a proven ability to work with large, complex data sets, exceptional organizational and communication skills, and a strong problem-solving mindset.

Duties and Responsibilities

- Support the forecasting process by harnessing historical data, market trends, and business insights to develop accurate financial forecasts. Collaborate closely with stakeholders to refine assumptions and improve forecast accuracy.
- Support the annual budgeting process end-to-end, partnering with department leaders to build, consolidate, and manage budgets in line with company targets and timelines.
- Conduct detailed variance analysis comparing actual financial performance against forecasts and budgets. Identify key drivers behind variances, assess their implications, and provide actionable recommendations to management for course correction or improvement.
- Serve as a trusted business partner to functional and departmental leaders, providing financial insight, ad hoc analysis, and decision support that ties directly to business objectives.
- Build and deliver ad hoc financial models and analyses on request, translating open-ended business questions into clear, defensible financial answers under tight turnaround times.
- Leverage BI tools like Tableau to visualize financial data, trends, and performance metrics. Create interactive dashboards and reports that provide meaningful insights to stakeholders, enabling informed decision-making.
- Extract, clean, and analyze large, multi-source data sets (e.g., transaction-level, GL, and operational data) to uncover trends, anomalies, and insights that inform forecasting, budgeting, and strategic decisions.
- Perform complex, multi-dimensional data analysis across business units, products, and time periods, distilling high-volume data into clear, actionable takeaways for senior leaders.
- Design scalable, automated data workflows and reporting processes that reduce manual effort and improve the speed and reliability of analysis on large data volumes.
- Develop and maintain sophisticated financial models to support forecasting, scenario analysis, and decision-making. Utilize advanced Excel functionalities and financial modeling techniques to enhance the accuracy and robustness of financial projections.
- Generate comprehensive and insightful financial reports, highlighting key findings from variance analysis and forecasting exercises. Communicate findings effectively to management and stakeholders, empowering them to make informed decisions.
- Review and analyze M&A deals post transaction to deal models.
- Support the FP&A team's Workday implementation, including configuration of budgeting, planning, and reporting modules in partnership with IT and outside consultants.
- Serve as the ongoing Workday system administrator for FP&A: manage security roles and access, maintain workflows and business processes, troubleshoot issues, and coordinate system updates and enhancements.
- Build and maintain Workday reports and dashboards that support budgeting, forecasting, and management reporting needs.
- Train and support end users on Workday functionality relevant to financial planning and reporting, serving as the go-to resource for FP&A-related system questions.
- Drive continuous improvement initiatives in forecasting methodologies, variance analysis techniques, and reporting processes. Proactively identify opportunities to streamline workflows, enhance efficiency, and elevate the quality of financial analysis.
- Ensure the integrity and accuracy of financial data used in forecasting and variance analysis. Adhere to established data governance protocols and compliance standards to maintain data integrity and reliability.

## Qualifications

- Bachelor's degree in Finance, Accounting, Economics, or related field.
- 4-6 years of experience in financial planning, forecasting, or variance analysis.
- Hands-on experience with Workday Adaptive Planning, including implementation and/or system administration, strongly preferred.
- Proficiency in financial modeling, advanced Excel skills, and experience with BI tools like Tableau.
- Demonstrated experience working with massive data sets (millions of rows or multiple integrated source systems) and performing complex data analysis to drive financial insights.
- Proficiency in data querying and manipulation tools such as SQL; experience with Python, Power Query, or similar tools is a plus.
- Demonstrated experience acting as a finance business partner to non-finance stakeholders.
- Strong analytical mindset with the ability to dissect complex financial data.
- Excellent communication and presentation skills, with the ability to convey complex financial concepts effectively.
- Detail-oriented with a commitment to accuracy and precision in financial analysis.
- Proven ability to thrive in a fast-paced, dynamic environment and meet tight deadlines.

## What We Offer

We offer a highly competitive suite of holistic benefits designed to help our team members balance their personal and professional life commitments. These include options designed to encourage employee's health, happiness, and financial well-being. 11 Paid Holidays + 2 Floating Holidays Paid Parental Leave Paid Volunteer Time Flexible Work Schedule Highly subsidized Health, Dental, and Vision Plans 401k Retirement Account with company match contributions Free Mental Health services, Life Insurance, Long & Short-Term Disability Insurance Flexible Spending Accounts and Health Savings Accounts Employee Financial Education Employee Educational Expense Reimbursement Employee Charitable Donations Employee Referral Incentives Employee Team Building Activities Employee Assistance Program EPWA is an equal opportunity employer. Prospective employees will receive consideration without discrimination because of race, creed, color, sex, gender, gender expression, gender identity, sexual orientation, age, religion, national origin, ancestry, mental disability, physical disability, medical condition, genetic information, marital status, military and veteran status, or any other basis protected by law.

## About EP Wealth Advisors

## Company Overview
- **One-liner**: EP Wealth Advisors is a fee-only independent wealth management firm providing investment management, financial planning, and tax services to individuals, families, and retirement plans.
- **Entity Type**: Private (institutional investor: Project EPIC Acquisition LLC ("EPIC") holds a principal stake alongside EPWA Inc. in the parent holding company)
- **Headquarters**: Torrance, California, USA
- **Founded**: 2004 (through predecessor firm Premier Financial Management; the firm's SEC-registered advisory lineage dates to 1999)
- **Founders**: Brian Parker, Derek Holman (co-founders of Premier Financial Management), and Stephanie Enright (veteran advisor whose firm merged with Premier to create EP Wealth Advisors)

## Core Business
- **Primary industry**: Financial Services — Wealth Management / Investment Advisory
- **Target customers**: High-net-worth individuals, families, and institutional retirement plans (predominantly B2C, with retirement-plan services for employers)
- **Mission or purpose statement**: "To understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives... your peace of mind." Internally, the firm describes its mission as "enriching the lives of clients and our team members."

## Products & Services
- **Investment Management**: Discretionary and non-discretionary portfolio management, including access to private funds, hedge funds, and alternative investments for qualifying clients.
- **Financial Planning**: Comprehensive, individualized wealth planning delivered through a deep bench of CFPs, estate planners, and tax professionals.
- **Tax Preparation & Services**: Integrated tax services offered alongside investment and planning work.
- **Retirement Plan Advisory Services**: Dedicated advisory offering for employer-sponsored retirement plans (approximately $617M in client assets as of Feb 2025).

## Market Standing
- **Valuation/Market Cap**: Not disclosed (private company)
- **Key Metric**: Assets Under Management — $44.1B (as of 3/31/26 per LinkedIn); $42.2B (per the firm's advisor recruiting page); $35.57B (per SEC Form ADV, Feb 29, 2025). The figures reflect a consistent growth trajectory rather than conflicting reports.
- **Notable Investors/Partners**: Project EPIC Acquisition LLC ("EPIC") — principal investor in EP Wealth Advisors Holdings, LLC; EPWA Inc. — co-investor/owner.
- **Growth Signals**: 600+ employees; 60+ offices coast-to-coast; named a USA Today Top Workplace for 2025 (first time, based on employee surveys); continued national expansion and advisor recruiting.

## Competitive Advantages
- **Independent fiduciary model**: Fee-only structure with no commissions — the model co-founders built specifically to fix what they saw as misaligned incentives at "big brand firms."
- **Institutional-grade capabilities at private-client scale**: Clients receive extensive planning and investment services "typically reserved for families of extreme wealth."
- **Integrated platform**: Dedicated Financial Planning, Client Service, Portfolio Management, and Operations teams allow advisors to focus on clients rather than administrative work.
- **Deep expertise bench**: In-house CFPs, estate planning professionals, tax professionals, and portfolio managers supporting advisors and clients.
- **Relationship-driven culture**: Co-founders have been friends since grade school, and the firm's values emphasize long-term client relationships over transactions.

## Strategic Focus
- **National expansion**: Building a true coast-to-coast presence through new offices and advisor acquisitions.
- **Advisor growth & recruiting**: Actively recruiting planners, junior advisors, and seasoned advisors with books of business, offering industry-leading payouts, lead flow, and partnership paths.
- **Talent pipeline development**: The EP Fellowship Program — a 6-month hands-on experience working side-by-side with EP leaders on client-facing programs — is a key channel for developing future leaders.
- **Continued AUM growth**: Scaling from $35.6B (Feb 2025) to $44.1B (Mar 2026) demonstrates an aggressive growth agenda.

## Why Work Here
- **Recognition**: Named a USA Today Top Workplace for 2025 — the firm's first time on the list, based on anonymous employee feedback.
- **Work-life integration**: Hybrid schedules available for certain roles; three weeks of vacation plus paid sick time and 11 paid holidays.
- **Benefits package**: Subsidized health insurance for employees and families; fully covered mental health plan, EAP, life insurance, and short/long-term disability; 401K with Safe Harbor contribution; paid parental leave; wellness program reimbursement; paid volunteer time (up to 8 PTO hours) and charitable donation matching.
- **Culture**: Client-first mentality is described as "the very reason the firm exists"; values-driven, relationship-focused environment with shared values as the foundation.
- **Career development**: Fellowship Program, advisor pairing with large-book mentors, and growth support infrastructure designed to scale with your book of business.
- **Security note for applicants**: All legitimate recruiting communication comes from @epwealth.com email addresses; the firm never asks for payment or sensitive financial information during recruiting — useful to know when applying.
- **Application portal**: Open roles are posted via [jobs.lever.co/epwealth](https://jobs.lever.co/epwealth).

## Sources
1. [linkedin.com](https://linkedin.com/company/ep-wealth-advisors)
2. [epwealth.com](https://www.epwealth.com/careers)
3. [adviserinfo.sec.gov](https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=972648)
4. [epwealth.com](https://www.epwealth.com/our-story)
5. [epwealth.com](https://www.epwealth.com/financial-advisor-recruiting)
6.

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