Senior Analyst, Acquisitions & Analysis

Business Development/M&A Opportunity in Financial Services 
Senior Analyst, Acquisitions & Analysis

Location:    Preferred location is in our headquarters in Phoenix, AZ, but will consider remote with travel as required. 
Role Type:  Full-time 

INTERNAL APPLICANTS:  All qualified internal applicants, irrespective of location, will be considered for all internally posted roles at this time.  Compensation range displayed in internal postings is the national average, and compensation decisions will be employee-location based. 


The Financial Analyst 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 an important role in developing and maintaining various analytical efforts within the group.

Job Responsibilities:

•    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

Position Requirements: 

•    Bachelor’s degree (finance, economics or accounting preferred, but not required)
•    Previous 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
•    Strong knowledge of financial statements, corporate finance and accounting principles 
•    Highly skilled in the use of business applications, particularly Excel and PowerPoint
•    Experience with financial reporting and general ledger applications tools (Workday Financials) a plus
•    Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
•    Attention to detail and effective organizational skills
•    Comfortable working within an entrepreneurial, “roll-up your sleeves” environment
•    Strong written and verbal communication skills
•    Team player with a customer service mentality

Be A Part Of The Team Behind Our Success!

At Advisor Group, we support more than 11,000 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.

Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.