Overview

Job Locations:
Phoenix, AZ
La Vista
Oakdale, MN
Atlanta, GA

Current Employees and Contractors Apply Here

Advisor Group Careers

Be a part of the team behind our success!  At Advisor Group, we support financial professionals nationwide, 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.

Finance Opportunity in Financial Services

Financial Analyst

Location(s):     20 E Thomas Rd #2000, Phoenix, AZ 85012

Role Type:       Full Time (Hybrid/Remote)

Summary:

The Financial Analyst is primarily responsible for supporting Advisor Group’s Financial Planning & Analysis function, which broadly encompasses financial analysis, forecasting, management reporting, and budgeting.  In this capacity, he/she will play an important role in developing and maintaining various analytical efforts within the group.  This role will serve as the primary financial support for the Advice & Wealth Management departments.

Responsibilities:

  • Develops/maintains complex financial models as part of the company’s forecasting, budgeting, and long-term planning processes (weekly flashes, monthly reporting, annual planning/budgeting)
  • Determines the best approach to analyze and synthesize data and works independently to solve complex problems
  • Assesses the financial and economic performance of various businesses through a detailed understanding of revenue and expense drivers
  • Works 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 prepares 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

Education Requirements:

  • Bachelor’s Degree in Finance, Economics or Accounting Preferred, H.S. Diploma or GED certificate + Significant Practical Experience will be considered

Basic Requirements:

  • 2-3 years experience in FP&A, finance, or business analysis role
  • Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
  • Advanced financial modeling and analysis skills required
  • Strong knowledge of financial statements, corporate finance, and accounting principles
  • Highly skilled in the use of business applications, particularly Excel and PowerPoint
  • Experience with financial reporting and general ledger applications tools (Workday Financials) a plus
  • Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment
  • Attention to detail and effective organizational skills
  • Comfortable working within an entrepreneurial, “roll-up your sleeves” environment
  • Strong written and verbal communication skills
  • Team player with a customer service mentality

Current Employees and Contractors Apply Here