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Senior Financial Analyst
2 months ago
Company Overview
Allworth Financial is a distinguished independent investment advisory firm, focusing on retirement planning, investment consulting, and 401(k) management. Our firm is dedicated to providing both long-term and short-term investment strategies to assist clients in achieving their financial objectives and planning effectively for retirement.
Established in 1993 in Sacramento, California, Allworth Financial is a rapidly growing, private equity-backed Registered Investment Advisor. We operate primarily on a fee-based model, prioritizing employee welfare and client education. With a multi-billion dollar portfolio, our firm is poised for continued expansion through strategic acquisitions and robust organic growth. Recognized for our exceptional workplace culture, we have received the prestigious "Circle of Excellence" award from the National Business Research Institute for employee and client satisfaction, and we were named a Barron's Top 40 RIA in 2022.
Position Summary
As a Senior Financial Analyst, you will be crucial in guiding our financial direction during this exciting growth phase. Reporting directly to the FP&A Manager, your role will be vital in financial forecasting, ensuring operational precision, and deriving insights through in-depth analysis. We are looking for a candidate who combines financial acumen, strategic organization, and excellent communication skills in a fast-paced environment. This position not only enhances the finance team but also offers opportunities to engage with senior leadership, making a significant impact on our organization.
Key Responsibilities
- Provide thorough financial and operational analyses to key stakeholders, including the executive team, lenders, and investors.
- Lead precise forecasting efforts, identifying key opportunities and potential risks proactively.
- Maintain comprehensive financial models and forecasts, including Profit & Loss (P&L) statements and cash flow projections, which are essential for evaluating business performance and guiding strategic planning.
- Develop and oversee the annual budgeting process, ensuring alignment with organizational objectives and financial constraints.
- Champion continuous improvement initiatives by leading process enhancements and workflow automation.
- Collaborate in the seamless integration of newly acquired entities.
Qualifications
- A minimum of 7-10 years of experience in corporate finance or a related field.
- Proficient in advanced computing, with a strong ability to analyze financial data, identify trends, and create forecasts; expertise in Microsoft Office is essential, familiarity with Adaptive Insights is a plus.
- Strong business acumen with a keen attention to detail.
- Ability to thrive in a fast-paced environment, managing multiple priorities and meeting tight deadlines.
- Exceptional organizational skills, demonstrated in independent work settings with various concurrent projects.
- Collaborative mindset with robust financial and analytical capabilities, excelling in team-oriented environments.
- Comfortable engaging with individuals across all levels of the organization.
- Bachelor's Degree in Finance, Accounting, or a related field; MBA or CFA is a plus.
Benefits
We value the time and effort of our associates. Our commitment to your success is supported by competitive base pay and a comprehensive benefits package, including:
- Medical insurance options with various plans.
- Dental and vision insurance.
- Optional supplemental benefits.
- Healthcare savings accounts with company contributions.
- Flexible spending accounts.
- Flexible working arrangements.
- Generous 401K contributions.
- Paid time off policies.
- Opportunities for future growth within the company.
We strive to maintain an environment where associates can learn and grow, fostering a collaborative and creative atmosphere where everyone is encouraged to contribute to our processes and culture.
