Develop and maintain financial models in support of the company’s business development initiatives
Assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers
Modeling recruiting and retention deals in collaboration with business partners; adhere to SLAs and standards set forth in operating procedures
Creates and provides reporting on advisor recruiting and profitability programs for multiple audiences, including the executive leadership team
Provide financial guidance and support to drive decision-making, performance improvement, and cost management
Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs)
Complete monthly, quarterly, and annual forecasting process for recruiting and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement
Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for management
Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.

Minimum of 1–3-years’ experience in finance or business analysis role
Advanced Skills in MS Office products, particularly Excel and PowerPoint
Experience working in Salesforce
Intermediate financial modeling and analysis 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 a customer service mentality

Financial Analyst I

Key skills