Job summary
Job post source
This job is directly from MAI Capital Management
Job overview
The Business Finance Analyst at MAI Capital Management provides financial business support by analyzing financial data to aid in business strategy and forecasting, impacting strategic planning and management reporting.
Responsibilities and impact
The analyst develops financial plans, identifies risks and opportunities, interfaces with executives, revises financial models, analyzes operations and capital expenditures, tracks performance, monitors financial status, prepares reports, and supports budgeting and forecasting processes.
Compensation and benefits
The position offers discretionary bonuses, medical, dental, and vision insurance, 401(k), health savings account, paid maternity and parental leave, and tuition reimbursement.
Experience and skills
Requires a bachelor's degree in Finance, Accounting, Economics or related field, 2-4 years of analytical experience in finance, proficiency with financial management and ERP systems, budget preparation experience, strong analytical and problem-solving skills; MBA, CPA, or CFA is a plus.
Work environment and culture
The role requires thriving in a fast-paced, collaborative environment with strong teamwork, communication, and ethical standards.
Unique job features
The job involves working with diverse financial systems and offers comprehensive benefits including parental leave and tuition reimbursement, distinguishing it from similar roles.
Company overview
MAI Capital Management is a wealth management firm that offers personalized investment advisory services to high-net-worth individuals, families, and institutions. They generate revenue through asset management fees, financial planning, and advisory services. Founded in 1973, the company has a long history of providing tailored financial solutions and has expanded its offerings to include retirement planning, tax strategies, and estate planning. Their client-centric approach and commitment to fiduciary responsibility have established them as a trusted name in the financial services industry.
How to land this job
Tailor your resume to emphasize your experience in financial analysis, forecasting, and strategic planning, highlighting your skills in budget preparation and financial reporting to align with MAI Capital Management's Business Finance Analyst role.
Focus on showcasing your proficiency with financial management and ERP systems like Hyperion, SAP, or Microsoft Dynamics, as well as advanced Excel skills, to meet the technical requirements of the job.
Apply through multiple platforms including MAI Capital Management's corporate careers page and LinkedIn to maximize your visibility and chances of landing the role.
Connect with current employees in the finance division at MAI Capital Management on LinkedIn; start conversations with ice breakers such as asking about recent financial projects they managed or how they approach forecasting challenges in their roles.
Optimize your resume for ATS by incorporating keywords from the job description like 'financial plans,' 'budget preparation,' 'forecasting,' 'financial reporting,' and specific software names to ensure your resume passes automated screenings.
Consider using Jennie Johnson's Power Apply feature to automate and tailor your applications across multiple channels, identify relevant LinkedIn contacts for networking, and optimize your resume for ATS, allowing you to focus more effectively on interview preparation and networking.
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