Financial Analyst

Be a part of the team behind our success!  At Advisor Group, we support nearly 7,000 financial advisors, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Corporate Finance Opportunity in Financial Services

Financial Analyst - FP&A


20 E Thomas Rd., Phoenix, AZ  85012


The Financial Analyst (DOE) is primarily responsible for supporting Advisor Group’s Financial Planning & Analysis function, which broadly encompasses financial analysis, forecasting, management reporting, and budgeting. In this capacity, he/she will play a leading role in various analytical efforts within the group while developing and managing relationships with key leaders and stakeholders within various business units.

Keys:    FP&A, analyst     


  • Develops/maintains complex financial models as part of the company’s forecasting, budgeting, and long-term 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 to 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 production of 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
  • All other duties as assigned

Education Requirements:

  • Bachelor’s degree in finance, economics or other related field is required. 
  • MBA degree preferred

Basic Requirements:

  • Minimum of 2 years’ experience in FP&A, finance or business analysis role
  • Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
  • 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
  • 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
  • Willing to put in the extra time needed to be successful

Preferred Requirements:

  • Experience with financial reporting and general ledger applications tools (Workday Financials) a plus