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Financial Manager

Advisor Group Oakdale, MN

Corporate Finance Opportunity in Financial Services

Senior Financial Consultant

Location:         7755 3rd Street North, Oakdale, MN 55128

Role Type:        Full-time (Hybrid)


As a Senior Financial Consultant, you will be responsible for providing analytic and financial modeling expertise along with strategic advice and counsel to finance and business leaders in support of crucial enterprise initiatives for Advisor Group.  The Senior Financial Consultant role is part of Advisor Group's Business Development Finance and Analytics group within the Corporate Finance function focused on supporting enterprise initiatives broadly encompassing mergers and acquisitions, profitability analysis, strategic investments, and contract negotiations.

 You will have the opportunity to be the finance lead and work on a wide range of highly visible projects, partner and develop relationships with multiple stakeholders and executives, and assist more junior analysts.  


  • Develop/maintain complex financial models as part of the company's evaluation of business decisions, profitability, potential acquisitions, and other strategic investments
  • Lead financial modeling and valuation analysis on acquisition targets, presenting bid recommendations to leadership
  • Organize, lead, and/or participate in the due diligence of potential acquisition opportunities, and develop documentation and present recommendations on key findings that may affect the proposed bid
  •  of revenue and cost drivers, identifying ways to increase growth and profitability, and pr
  • Develop initial financial plans/goals for acquired entities or portfolios, monitor performance of various acquisitions, prepare scorecards and reports, and inform senior management of status
  • Lead the assessment of the financial and economic performance of various businesses or product lines through a detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability, and presenting results to senior management
  • Lead and/or participate in the development of complex analyses presenting recommendations to senior management concerning enterprise initiatives, contract negotiations, and product pricing proposals
  • Drive process improvements and efficiencies and strengthen controls with current corporate finance activities through simplification and/or automation
  • Develop and maintain excellent relationships with leaders and peers across the enterprise to foster an effective cross-functional working environment and collaborative spirit

Education Requirements:

  • Bachelor's degree in business, finance, accounting, economics, or related field required
  • MBA, CFA a plus

Basic Requirements:

  • Minimum of 7 years experience in a finance, business analytics, or mergers and acquisitions modeling role
  • Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
  • Advanced financial modeling and analysis skills required
  • Demonstrated experience presenting recommendations and information to executives and senior leaders
  • 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 and general ledger applications tools (Workday) a plus
  • 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

Date Posted September 18, 2022
Date Closes October 18, 2022
Requisition R0003069
Address 7755 3rd Street North
Located In Oakdale, MN
Work At Oakdale
SOC Category 00-0000.00

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