Sr. Financial Analyst

Allworth Financial
Folsom, CA Full Time
POSTED ON 8/16/2023 CLOSED ON 8/26/2023

Job Posting for Sr. Financial Analyst at Allworth Financial

Summary

Join our dynamic team during an exciting phase of growth. As the Senior Financial Analyst, you'll play a pivotal role in steering our financial trajectory. Reporting directly to the FP&A Manager, this role is instrumental in driving financial forecasting, ensuring operational accuracy, and extracting insights through deep dive analysis. We seek a candidate who brings a blend of financial expertise, strategic organization, and exemplary communication to a high-paced setting. This is not only an opportunity to bolster the finance team but also a chance to liaise frequently with our top-tier leadership, making a tangible impact on our organization.

This is a full-time, exempt hybrid position.

The base salary range for this role is $90,000-$120,000 annual base salary.

Responsibilities

  • Deliver comprehensive financial and operational analyses to both internal and external key stakeholders, including the executive team, lenders, and investors.
  • Spearhead and refine the process for earnout calculations, ensuring utmost accuracy and alignment with acquisition agreements.
  • Lead accurate forecasting, pinpointing key opportunities and potential risks proactively.
  • Design and present insightful projections and reports to detail the effects of fee alterations on the organization.
  • Champion continuous improvement by spearheading process enhancements and workflow automation.
  • Collaboratively support the seamless integration of newly acquired entities.

Requirements

  • A minimum of 5-7 years of experience in corporate finance or related practice.
  • Proficient in advanced computing, with a knack for dissecting financial data, discerning trends, and constructing forecasts; expertise in Microsoft suite essential, familiarity with Python and Adaptive Insights is plus.
  • Demonstrated business acumen complemented by meticulous attention to detail.
  • Ability to work effectively in a fast-paced environment, prioritizing tasks and meeting tight deadlines.
  • Outstanding organizational capabilities, proven in autonomous work environments with multiple concurrent projects and fluid priorities.
  • Collaborative mindset with robust financial and analytical abilities, thriving in team-driven settings.
  • Comfortable engaging and collaborating with individuals across the organizational hierarchy.
  • Bachelor's Degree in Finance, Accounting, or a related field. MBA or CFA is a plus.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

 

 

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Salary.com Estimation for Sr. Financial Analyst in Folsom, CA
$86,849 to $122,022
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