Senior Financial Analyst
About The Position
Allworth Financial is an independent investment financial advisory firm specializing in retirement planning, investment advising, and 401(k) management. They offer a direct approach to financial planning, delivering long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high-growth, private equity-backed, multi-branch Registered Investment Advisor, founded in Sacramento, California, in 1993. It is primarily a fee-based, employee-centric fiduciary advisory firm that emphasizes client well-being and education. The business is a multi-billion dollar firm on track for continued growth through acquisitions and organic growth. Allworth is recognized as a great place to work, having received the "Circle of Excellence" award from the National Business Research Institute for employee and client satisfaction in 2021 and was recognized as a Barron's Top 40 RIA in 2024. This is a full-time, hybrid position located in the Addison/Dallas, TX office. It is an Exempt position.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 4+ years of progressive experience in financial planning and analysis (FP&A), corporate finance, financial analysis, or analytics role.
- Proficiency in Microsoft Excel, Microsoft PowerPoint, financial modeling, scenario analysis, working with large and complex datasets, and AI tools.
- Demonstrated ability to develop financial models and translate financial and operational data into meaningful business insights.
- Strong analytical and problem-solving skills with the ability to identify key performance drivers, trends, risks, and opportunities.
- Experience preparing management reporting, financial analyses, and presentations for senior leadership.
- Strong written and verbal communication skills, with the ability to clearly communicate complex financial concepts to both finance and non-finance stakeholders.
- Ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Nice To Haves
- Experience within wealth management, financial advisory, asset management, banking, insurance, or another financial-services environment preferred.
Responsibilities
- Analyze new client pipeline results, including key milestones and conversion rates.
- Communicate insights on performance and recommend practical changes for improvement.
- Analyze the financial impact of changes in advisor compensation and/or new compensation programs.
- Develop new and enhance existing reporting.
- Partner with the Procurement team to analyze the financial impact of vendor contracts.
- Partner with the Facilities team to track and analyze the financial impacts of office remodels and relocations.
- Prepare and analyze monthly financial results, including budget-to-actual and forecast-to-actual variances, and clearly communicate key drivers to senior leadership.
- Develop financial models and scenario analyses to support strategic initiatives, investment decisions, resource allocation, and business planning.
- Perform ad hoc analyses to answer complex business questions and support executive decision-making.
- Develop executive-ready presentations and financial materials that translate complex details into clear conclusions and actionable recommendations.
Benefits
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Flexible paid time off policy for exempt associates
- 15 days of paid time off annually during the first three years of employment for non-exempt associates
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
- Future growth opportunities within the company
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What This Job Offers
Job Type
Full-time
Career Level
Senior
