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Financial Analyst II

Advisor Group locationPhoenix, AZ
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39 positions
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Web Mktg Technology Specialist

Advisor Group locationPhoenix, AZ
39 positions
info linkReport a probelm Originally Posted : March 27, 2021 | Expires : April 26, 2021

Details

Salary
Unspecified
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Job Location
Phoenix, AZ, United States

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

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