Senior Financial Analyst

Corporate Finance Opportunity in Financial Services

Senior Financial Analyst


Location:  20 E. Thomas Road, Phoenix, AZ  85012

7755 3rd Street North, Oakdale, MN  55128

Summary:

The Senior Financial Analyst is primarily responsible for supporting Advisor Group’s Corporate Finance function, which broadly encompasses financial analysis, recruiting economics, long range planning and M&A activities. In this capacity, our Senior Financial Analyst will play a leading role in various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.

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

Education Requirements:

  • Bachelor’s degree is required, preferably in finance, economics or accounting
  • MBA degree is a plus

Basic Requirements:

  • Minimum of 5 years’ experience in FP&A, finance or business analysis role
  • 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

Preferred Requirements:

  • Prior financial services industry experience preferred (management, broker-dealer, insurance, banking, specialty finance)
  • Experience with financial tools (Adaptive Planning and Workday Financials) a plus

Why Advisor Group? 

  • Competitive salary and annual bonus paid based on performance
  • Generous time off package, including paid time off, paid holidays, and paid time to volunteer in the community
  • Immediate access to extensive benefits package that includes medical, dental and vision coverage, basic life insurance, long and short-term disability coverage and much more
  • 401(k) match from day one of employment
  • Referral bonuses if we hire your referred applicants to our open positions
  • An enriching and engaging career in financial services – our employees overwhelmingly report that they find meaning and purpose in their day to day work
  • Executive leader access and interaction in all our locations due to flat structure, open office environments, town halls and speed mentoring events
Be A Part Of The Team Behind Our Success!

At Advisor Group, we support financial professionals across the nation, 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.

Eligibility

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.