Financial Analyst II

Advisor Group • Scottsdale, AZ

9d • Hybrid

About The Position

The Analyst will play a critical role in providing financial insights and support the financial performance of various departments within the Operations and Technology solutions group. This role involves close collaboration with business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

Requirements

• Bachelor’s Degree from accredited university in Accounting, Finance or another related field is required.
• Minimum of 3-5 years’ experience in FP&A, finance, or business analysis role
• Advanced proficiency in the use of business applications, particularly Excel and PowerPoint
• Experience with financial reporting and general ledger applications tools is required
• Must have acute attention to detail
• Strong written and verbal communication skills

Nice To Haves

• Master’s Degree preferred.
• Advanced financial modeling and analysis skills preferred
• Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
• experience with Workday Financials a plus.
• Prior financial services industry experience required (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

Responsibilities

• Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities.
• Provide financial guidance and support to drive decision-making, performance improvement, and cost management.
• Offer insights into financial trends and operational performance.
• Help develop and implement financial planning, budgeting, and forecasting processes.
• Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
• Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives.
• Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.
• Identify and implement process improvements to enhance the efficiency and effectiveness of the Finance Business Support function.
• Leverage technology and automation to streamline financial planning and reporting processes.
• Ensure robust internal controls and adherence to best practices in financial management.

Benefits

• health, vision, dental insurance
• 401k
• vacation and sick time
• volunteer days
• annual performance-based bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level