Financial Analyst
2 months ago
About the Opportunity: Financial Analyst
Our client is a P/E Backed Wealth Management Company which has been in business for over 20 years. After recent investment, this company is getting ready to grow organically and through M&A. Currently a Two Person team, they are hiring a Financial Analyst who is versatile, has a "can-do" attitude, and wants to learn This role will encompass forecasting, financial modeling, budgeting, flux analysis, management reporting, KPI tracking and more.
Why is this an exciting opportunity?
This role will consist of traditional FP&A work on a day-to-day basis, but as an early joiner to the team you will gain exposure to and be involved with system implementations, M&A, process automation, financial and revenue modeling, and more. The company is expected to have a high growth trajectory and joining now could also do the same for your career.
Here is what you will do:
The Financial Analyst will play a critical role in revenue modeling, management reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.
Responsibilities:
Enhance and maintain the consolidated financial model responsible for monthly reporting, quarterly forecasting, and the annual budgeting process
Review advisory data to forecast fee revenue for forecasting and budgeting processes
Identify and implement new processes to enhance accuracy of financial models
Prepare presentations to help senior management understand the company outlook and assist on strategic business decisions
Monitor the performance of various revenue streams and prepare key variance reporting for senior management
Support the larger finance team with month end close, financial reporting, planning & budgeting, and other misc. tasks
Proactively research, analyze, and resolve financial inquiries from business leaders on an ad-hoc basis
Ability to work independently or collaboratively to solve complex problems and manage time effectively
Develop and maintain excellent relationships with colleagues across business units to foster a cross-functional collaborative environment
Here is what an ideal candidate will bring to the table:
A desire to learn and grow in knowledge and in responsibilities
A continuous improvement mindset
Willingness to work in a hybrid schedule (3 days in-office) in the Los Angeles, CA area
BS in Finance/Economics/Accounting required - MBA track preferred
1+ years of overall relevant Corporate FP&A Experience
Financial Services industry experience is a plus
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