Senior Financial Analyst

Hightower Advisors • Dallas, TX

5d

About The Position

Hightower Signature Wealth is seeking a motivated Senior Financial Analyst to support the COO across financial analysis, operations, compensation, and business reporting. The role works closely with leadership and home office finance and operations teams to analyze business performance, improve processes, and support day-to-day decision-making.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 3 to 5+ years of experience in financial analysis, FP&A, corporate finance, business analytics, consulting, or a related analytical role.
• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling.
• Advanced Microsoft Excel skills, including complex formulas, pivot tables, financial models, and large data set analysis.
• Proficiency in PowerPoint and ability to communicate complex financial information to financial and non-financial audiences.
• Ability to translate data into meaningful business insights and actionable recommendations.
• Strong analytical, problem-solving, and critical-thinking skills with exceptional attention to detail.
• Ability to manage multiple priorities, meet deadlines, and thrive in a fast-paced, collaborative environment.
• Excellent communication and relationship-building skills, with confidence partnering across departments and with senior leadership.
• Must be a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization, and must not require sponsorship now or in the future.

Nice To Haves

• Experience with data visualization and business intelligence tools such as Power BI, Tableau, Alteryx, or similar platforms.

Responsibilities

• Prepare, analyze, and present financial, operational, and business performance reports to support strategic decision-making.
• Develop and maintain financial models, forecasts, and scenario analyses to evaluate revenue growth, profitability, advisor productivity, and key business initiatives.
• Calculate, validate, and administer advisor and sales team compensation plans, ensuring accuracy, transparency, and timely delivery.
• Analyze financial and operational results, identify trends and variances, and provide actionable recommendations to business leaders.
• Gather, reconcile, and synthesize data from multiple systems and sources for reporting, forecasting, and business planning.
• Partner with Finance, Operations, and senior leadership on budgeting, forecasting, and long-range planning.
• Monitor and enhance key performance indicators and management reporting to improve visibility into business performance.
• Identify and implement process improvements that increase reporting efficiency, strengthen data quality, and enhance decision support.
• Prepare presentations and executive-level reporting materials for leadership meetings and business reviews.
• Support the COO and senior management team with ad hoc financial analyses, strategic initiatives, and special projects.

Benefits

• Medical, dental, and vision insurance coverage from the first day of employment.
• Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
• Onsite mother’s lounge.
• Flexible PTO plan.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

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