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Company was founded with a pioneering vision–to help entrepreneurial financial advisors establish successful businesses through which they could offer truly independent financial guidance and advice. Today, Company is one of the nation's leading diversified financial services companies and the largest independent broker/dealer supporting more than 16,000 financial advisors nationwide.
Under the guidance of the SVP of Corporate FP&A and the Head of FP&A, the team provides critical analytical support to executive leaders through financial analysis and visually compelling financial presentations.
Reporting to the SVP of Corporate FP&A, the AVP role will lead a team of Financial Analysts responsible for partnering with Divisional FP&A and other members of the Finance department and Business to lead the company’s monthly forecasting and annual budgeting process.
The position will also lead the development of forecast and budget presentations for the head of FP&A and the CFO that are used in a variety of settings including Executive Management Committee reviews and Board of Directors meetings.
•Lead the monthly forecasting and annual budgeting process
•Provide Executive Management and the Board of Directors with transparent reporting of results and forecasts, highlighting significant assumptions as well as risks and opportunities
•Distill conclusions from financial analysis and results into succinct reporting with visuals and commentary appropriate for executive management
•Maintain and enhance the company’s rolling five year financial forecast model
•Drive continuous improvement in financial processes, leveraging technology and staffing resources
•Coach and develop Financial Analysts on their technical skills with forecasting, working towards reduced results variability over time
•4 - 7 years of relevant experience leading financial analysis and processes
•Professional services firm or FP&A experience a plus
•High energy and the ability to effectively lead workstreams and projects across the finance department
•Strong quantitative skills along with the ability to take complex financial results and create concise financial reporting within PowerPoint presentations
•Effective communication skills and the ability to interact with various levels o senior management
•Ability to balance a strategic thinking process with attention to detail
•Strong project management, organizational skills, and the ability to multi-task
•Self-motivated and a solid team player ability to work effectively with other parts of Finance and develop a strong consultative relationship throughout the department
•BA/BS degree in Finance, Accounting or Economics, MBA or CFA a plus
Company is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. Company enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. Company and its affiliates have more than 4,200 employees with primary offices in Boston, Charlotte, and San Diego.
*As reported by Financial Planning magazine, June 1996-2019, based on total revenue.
If you join Company, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees.
We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.
Join the Company team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
Company will only communicate with a job applicant directly from an @Company website email address and will never conduct an interview online or in a chatroom forum. During an interview, Company will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact Company’s Human Resources Solutions Center at (800) 877-7210.
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