Sr. Financial Analyst

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, and still run by its original founders, Scott Hanson and Pat McClain, 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.

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.

 

 

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 and HDHP with HSA) 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 associate