Description

Corporate Finance Opportunity in Financial Services

Financial Analyst II - FP&A

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

7755 3rd Street North, Oakdale, MN  55128

Summary:

The Financial Analyst II 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 selected candidate will play a key role in various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.

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
• New, professional, and collaborative working environment where parking is provided

Responsibilities:

• Develops/maintains complex financial models as part of the long-term planning, recruiting and M&A processes
• 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 is required, preferably in finance, economics or accounting
• MBA degree is a plus

Basic Requirements:

• Minimum 3 years' experience in FP&A, finance or business analysis role
• Solid knowledge of financial statements, corporate finance and accounting principles required
• Advanced proficiency in MS Office products, particularly Excel and PowerPoint
• Experience and interest in working in financial/reporting systems (Workday, SABOS, Caesar)
• Strong attention to detail and organizational skills
• Analytical skills including the ability to identify key trends and drivers
• Strong written and verbal communication skills
• 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
• Team player with customer service mentality

Preferred Requirements:

• Prior financial services industry experience preferred