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Financial Analyst II

Advisor Group locationPhoenix, AZ
39 positions

Web Mktg Technology Specialist

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


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Job Location
Phoenix, AZ, United States


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


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


  • 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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