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Senior Financial Analyst

1 month ago

Dallas, Texas, United States Allworth Financial Full time
Job Title: Senior Financial Analyst

At Allworth Financial, we are seeking a highly skilled Senior Financial Analyst to join our team. As a key member of our finance department, you will play a critical role in driving our financial trajectory and ensuring the accuracy of our financial forecasting.

Responsibilities:
  • Deliver comprehensive financial and operational analyses to internal and external stakeholders, including the executive team, lenders, and investors.
  • Lead accurate forecasting, identifying key opportunities and potential risks proactively.
  • Maintain detailed financial models and forecasts, encompassing Profit & Loss (P&L) statements, cash flow projections, and other key financial metrics.
  • Present financial forecasts and insights to senior management to inform business strategies.
Requirements:
  • A minimum of 7-10 years of experience in corporate finance or a related field.
  • Proficiency in advanced computing, with expertise in Microsoft suite and familiarity with Adaptive Insights.
  • Demonstrated business acumen and attention to detail.
  • Ability to work effectively in a fast-paced environment, prioritizing tasks and meeting tight deadlines.
  • Outstanding organizational capabilities and collaborative mindset.
  • Comfortable engaging with individuals across the organizational hierarchy.
  • Bachelor's Degree in Finance, Accounting, or a related field, with MBA or CFA a plus.
Benefits:
  • Competitive base pay and an extensive benefits package, including medical, dental, and vision insurance.
  • Optional supplemental benefits and healthcare savings accounts with company contribution.
  • Flexible working arrangements and generous 401K contributions.
  • Exempt associates qualify for our flexible paid time off policy, while non-exempt associates receive 25.5 days of paid time off annually.
  • Option to participate in our Equity Purchase Program and future growth opportunities within the company.

We value our associates' time and effort, and our commitment to your success is enhanced by our comprehensive benefits package and collaborative work environment.