Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As an FP&A Analyst, you will develop moderately complex financial models, and prepare monthly reports, forecasts. and budgets for one or more business areas. You'll serve as the key FP&A contact for one sales distribution channel.

What you will do:

Prepare monthly reports, analytics, forecasts, and budgets for one or more business areasCreate, maintain, and evolve financial models and detailed forecastsServe as the key FP&A contact and provides ad-hoc analyses for one sales distribution channel while partnering with relevant stakeholders (Sales, Marketing, Product, etc.)Prepare and analyze revenue and/or expense budgets for assigned areaAnalyze trends in revenue, expenses, finance, general business conditions and other related areasWork with the business to understand data and analysis needs to develop and analyze appropriate KPIsImprove current reports, processes, and methodologies for budgeting, forecasting, analysis, and financial reporting

What you will bring:

2+ years of experience in finance, analytics and/or accounting rolesIntermediate Excel and Microsoft Office skills requiredStrong financial modeling skills requiredBachelor's degree in Business, Finance, Economics, Accounting, related field, or equivalent experience

What will set you apart:

Strong written and verbal communication skills with the ability to convey financial concepts to non-finance stakeholdersAttention to detail and the highest standards for accuracy and precision, with strong organizational skillsCritical thinking skills with a curiosity for improving current processesWillingness to learn how to use company-specific software and systems (e.g., SAP); training will be provided

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

Medical, dental, vision and life insuranceRetirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineupTuition reimbursement up to $5,250/yearBusiness-casual environment that includes the option to wear jeansGenerous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar yearPaid volunteer time — 16 hours per calendar yearLeave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$63,100.00 - $89,125.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:

10-26-2024

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