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Senior Financial Analyst Position

2 months ago

Folsom, California, United States Allworth Financial Full time

Company Overview

Allworth Financial is a distinguished independent investment advisory firm, specializing in retirement planning, investment advising, and 401(k) management. Our firm adopts a direct approach to financial planning, providing both long-term and short-term investment strategies to assist clients in achieving their financial objectives and strategically preparing for retirement.

Founded in Sacramento, California, in 1993, Allworth Financial is a rapidly growing, private equity-backed Registered Investment Advisor. We pride ourselves on being a fee-based, employee-centric fiduciary advisory firm, emphasizing client well-being and education. With a multi-billion dollar portfolio, we are on a trajectory of sustained growth through strategic acquisitions and robust organic development. Our commitment to excellence has earned us the prestigious "Circle of Excellence" award from the National Business Research Institute for employee and client satisfaction, positioning us among the most respected brands in the industry.

Position Summary

As a Senior Financial Analyst, you will be crucial in shaping our financial direction. Reporting directly to the FP&A Manager, your role will be essential in financial forecasting, ensuring operational precision, and deriving insights through comprehensive analysis. We are looking for a candidate who possesses a combination of financial acumen, strategic organization, and exceptional communication skills to thrive in a dynamic environment. This position not only enhances the finance team but also allows for frequent collaboration with our senior leadership, making a significant impact on our organization.

Key Responsibilities

1. Provide thorough financial and operational analyses to key stakeholders, including the executive team, lenders, and investors.
2. Lead precise forecasting efforts, identifying key opportunities and potential risks proactively.
3. Maintain intricate financial models and forecasts, including Profit & Loss (P&L) statements and cash flow projections, essential for evaluating business performance and guiding strategic planning.
4. Oversee the annual budgeting process, ensuring alignment with organizational objectives and financial constraints.
5. Develop and manage long-term financial planning, including strategic plans that incorporate growth objectives and market trends.
6. Drive continuous improvement initiatives by leading process enhancements and workflow automation.
7. Support the integration of newly acquired entities to ensure seamless operational transitions.

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 Suite is essential, familiarity with Adaptive Insights is a plus.
- Strong business acumen with meticulous attention to detail.
- Ability to excel in a fast-paced environment, managing multiple priorities and meeting tight deadlines.
- Excellent organizational skills, demonstrated in independent work settings with concurrent projects.
- Collaborative mindset with robust financial and analytical capabilities, thriving in team-oriented environments.
- Comfortable engaging with individuals across various levels of the organization.
- Bachelor's Degree in Finance, Accounting, or a related field; MBA or CFA is advantageous.

Benefits

We value the contributions of our associates and are committed to their success through competitive compensation and a comprehensive benefits package, including:
- Medical plans (HMO, PPOs, and HDHP with HSA) and dental and vision insurance.
- Optional supplemental benefits and healthcare savings accounts with company contributions.
- Flexible spending accounts and working arrangements.
- Generous 401K contributions and a flexible paid time off policy for exempt associates.
- Opportunities for future growth within the company.

We strive to maintain an environment that fosters learning and growth, encouraging every individual to contribute to our processes, decisions, and culture.