Job details
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Sr. Financial Analyst
Join our dynamic team during an exciting phase of growth as the Senior Financial Analyst at Allworth Financial. This role offers a chance to make a significant impact on the organization by driving financial forecasting and delivering comprehensive financial and operational analyses to key stakeholders.
Skills
- Advanced computing skills particularly in financial data analysis
- Proficiency in Microsoft suite, with familiarity in Adaptive Insights as a plus
- Strong organizational capabilities and ability to prioritize tasks effectively
- Collaborative mindset and ability to thrive in team-driven settings
Responsibilities
- Deliver comprehensive financial and operational analyses to internal and external key stakeholders
- Lead accurate forecasting and identify opportunities and risks
- Maintain detailed financial models and forecasts, including P&L statements and cash flow projections
- Oversee annual budgeting process and develop long-term financial plans
- Champion continuous improvement and support integration of newly acquired entities
Education
- Bachelor's Degree in Finance, Accounting, or related field
- MBA or CFA is a plus
Benefits
- Competitive base pay and extensive benefits package
- Medical, dental, and vision insurance options
- Flexible working arrangements and generous 401K contributions
- Paid time off policies and equity purchase program
- Future growth opportunities within the company
To read the complete job description, please click on the ‘Apply’ button
Allworth Financial Glassdoor Company Review
Scott Hanson and Pat McClain
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FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
LOCATION
SALARY RANGE
$120,000/yr - $140,000/yr
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
July 14, 2024
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