Financial Analyst

2 weeks ago

Overland Park, United States Prime Capital Financial Full time

Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial is different because we believe greatness starts and ends with our people. We are proud of having created an environment where drive, enthusiasm, candor and professionalism are encouraged, supported and valued. We are seeking a motivated Financial Ananlyst to join our rapidly growing firm. Our standards are to be the very best. If you’re ready to meet the challenge of building something great, we want to hear from you.


Prime Capital Financial (“Prime”)

Prime Capital Financial is a top 20 Registered Investment Advisor (RIA), with $30+ billion in Assets Under Management (AUM). Prime has nearly 200 Advisors and nearly 400 total Team members serving clients nationwide in its 60+ offices across the country. Prime operates primarily through 3 brands; Prime Wealth serves over 15,000 individual wealth management households and provides a full array of services from financial planning to investment management. Prime Retirement provides retirement plan consulting services to over 800 employers across the nation. Prime Wellness provides financial wellness, education and asset management services to retirement participants and data analytics to employers.


Position Summary:

The Financial Analyst will be responsible for preparing and analyzing monthly financial reports to support the firm's strategic decision-making processes. This role will involve close collaboration with the Senior Financial Analyst and other internal stakeholders to ensure accuracy, timeliness, and actionable insights. The ideal candidate will demonstrate strong analytical abilities, attention to detail, and a desire to grow within the financial services industry.


Our Standards: Our overall standard is "service excellence." Our goal is to provide the very best experience in service and knowledge to our firm and its associates. As such, the CO must display:

Ability to work and make decisions independently, with minimal supervision.

Excellent written and verbal communication skills.

Excellent client service skills.

Comfortable with presenting to senior leaders.

Superior attention to tasks, detail and follow through.

Excellent organizational and time-management skills; ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.

Ability to successfully prioritize and manage multiple tasks, projects, and assignments.

Ability to adapt quickly and positively to change.

Team player and collaborator; invest in building long-lasting relationships both externally and internally.

Must possess a will do/can do attitude.

High standard of professionalism, ethics, confidentiality, and integrity; confidentiality will be paramount for this role.


Key Responsibilities:

  • Prepare monthly financial reports, including performance dashboards, variance analysis, and key financial metrics for leadership.
  • Assist with maintaining and building out the firm’s three-statement five-year forecast model.
  • Assist in analyzing financial data to identify trends, areas for improvement, and actionable insights.
  • Support the monthly and quarterly forecasting processes and collaborate with the Senior Financial Analyst to refine projections.
  • Perform account reconciliations and ensure accuracy of financial data in coordination with the accounting team.
  • Develop and maintain standardized reporting templates to streamline financial reporting processes.
  • Assist with budgeting processes and prepare reports comparing budgeted vs. actual results.
  • Collaborate with departments to gather and interpret financial data for decision-making support.
  • Work with systems and tools to extract, validate, and analyze data, ensuring reports are comprehensive and accurate.
  • Support ad hoc financial analyses and special projects as assigned by the Senior Financial Analyst.


Qualifications:

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • 3-5 years of experience in financial analysis, reporting, or a related role, preferably within the financial services or RIA industry.
  • Strong proficiency in Microsoft Excel (complex formulas, macros, pivot tables, charts) and experience with financial reporting tools or software.
  • Experience with accounting systems, such as QuickBooks, NetSuite, or other ERP software, is a plus.
  • Exceptional analytical and problem-solving skills with a keen eye for detail.
  • Ability to work with large data sets.
  • Ability to manage multiple tasks, meet deadlines, and adapt to a fast-paced environment.
  • Excellent communication skills, both written and verbal, to present findings effectively.
  • Strong work ethic, teamwork orientation, and a growth mindset.


Benefits:

  • Competitive salary based on experience.
  • Comprehensive benefits package, including health, dental, vision, and retirement savings.
  • Opportunities for professional development, growth, and continuing education.
  • Collaborative and supportive company culture.

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