Financial Advisor Jobs

About The Position

Requirements

• Minimum of 5 years’ experience in FP&A, finance or business analysis role
• Bachelor’s Degree from accredited university in Finance or other related field is required
• Advanced financial modeling and analysis skills required
• Solid knowledge of financial statements, corporate finance and accounting principles required
• Expert proficiency in the use of business applications, particularly Excel and PowerPoint
• Experience with financial reporting, corporate finance, and general ledger applications tools
• Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
• Self-starter who will anticipate challenges and work proactively to resolve issues
• Comfortable working within an entrepreneurial, “roll-up your sleeves” environment
• Strong written and verbal communication skills
• Team player with a customer service mentality

Nice To Haves

• Master’s Degree in Finance preferred
• Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
• Experience with financial tools (Adaptive Planning and Workday Financials) a plus
• MBA degree is a plus

Responsibilities

• Develops/maintains complex financial models as part of the company’s forecasting, budgeting, and annual planning processes (weekly flashes, monthly reporting, annual planning / budgeting)
• Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
• Assesses the financial and economic performance of various businesses through detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability
• Work with specific units in the context of regular financial monitoring, evaluation of new initiatives, budgeting, forecasting, and performance improvement
• Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for senior management
• Maintains forecasting, budget, and key operating metrics and databases within applicable systems
• Assists with implementation of new tools and systems
• Assists in the producing analysis and recommendations for senior management with respect to strategic business decisions
• Helps to improve current finance processes through simplification and/or automation
• Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit
• Mentor junior team members
• All other duties as assigned

Benefits

• health insurance
• vision insurance
• dental insurance
• 401k
• paid time away
• volunteer days
• annual bonus