Allworth Financial
Sr. Financial Analyst
Allworth Financial, Dallas, TX
Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
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.
Responsibilities
Deliver comprehensive financial and operational analyses to both internal and external key stakeholders, including the executive team, lenders, and investors.
Lead accurate forecasting, pinpointing 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. These models will be crucial in evaluating business performance, guiding strategic planning, and supporting investment decisions. This involves:
Oversee the annual budgeting process, ensuring alignment with organizational goals and financial constraints.
Develop and manage long-term financial planning, including 5-year strategic plans that incorporate growth objectives, market trends, and financial sustainability.
Champion continuous improvement by spearheading process enhancements and workflow automation.
Collaboratively support the seamless integration of newly acquired entities.
Requirements
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.
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
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.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious "Circle of Excellence" award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
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.
Responsibilities
Deliver comprehensive financial and operational analyses to both internal and external key stakeholders, including the executive team, lenders, and investors.
Lead accurate forecasting, pinpointing 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. These models will be crucial in evaluating business performance, guiding strategic planning, and supporting investment decisions. This involves:
- Creating and updating complex financial models to reflect current business conditions and future scenarios.
- Collaborating with various departments to gather relevant data inputs.
- Ensuring models are robust, flexible, and capable of generating various scenarios for strategic decision-making.
- Presenting financial forecasts and insights to senior management to aid in the formulation of business strategies.
Oversee the annual budgeting process, ensuring alignment with organizational goals and financial constraints.
Develop and manage long-term financial planning, including 5-year strategic plans that incorporate growth objectives, market trends, and financial sustainability.
Champion continuous improvement by spearheading process enhancements and workflow automation.
Collaboratively support the seamless integration of newly acquired entities.
Requirements
- A minimum of 7-10 years of experience in corporate finance or related practice
- Experience in large financial services, Private Equity backed or Big 4 Accounting firms.
- Proficient in advanced computing, with a knack for dissecting financial data, discerning trends, and constructing forecasts; expertise in Microsoft suite essential, familiarity 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.
BENEFITS
We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment.
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
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.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.