Lead the annual budgeting and quarterly forecasting processes for corporate and field distribution units.
Build, maintain, and improve robust financial models to forecast revenue, commissions, operating expenses, headcount, and profitability.
Partner with business leaders to align financial forecasts with operational strategies and business initiatives.
Prepare monthly and quarterly financial reporting packages, including KPI dashboards, variance analysis, trend reports, and executive level summaries.
Analyze financial performance for firms, financial professional compensation structures, product revenue channels, and expense categories.
Identify business risks, emerging trends, and opportunities for revenue optimization or cost efficiencies.
Act as a finance partner to distribution leaders, field offices, and operational management.
Provide data driven insights that support recruiting, productivity improvement, territory expansion, and financial professional retention efforts.
Educate nonfinance stakeholders on financial concepts to support better decision making.
Support the implementation or optimization of financial systems, BI tools, and data automation.
Drive standardization of reporting and analytical approaches across the organization.
Support strategic initiatives such as new compensation design, geographic expansion analysis, product profitability, and cost benefit evaluations.
Conduct ad hoc analyses for senior leadership and contribute to board level reporting materials.

5-7 Years of experience in financial analysis
A minimum of 7 years’ experience in a financial analysis role
Strong working knowledge of life insurance products and concepts required
Strong working knowledge of wealth management financial professional compensation
Strong knowledge of firm financial structures required
H.S. Diploma or Equivalent Required and Bachelor's Degree Preferred
Licenses: FINRA Series 7 Preferred, FINRA Series 24 Preferred, FINRA Series 63 Preferred

Financial Planning and Analysis Manager

Key skills