Job summary
Job post source
This job is directly from Allworth Financial
Job overview
The Senior Financial Analyst at Allworth Financial will play a key role in driving financial forecasting and operational accuracy, directly impacting the company's financial trajectory.
Responsibilities and impact
Responsibilities include delivering financial analyses to stakeholders, leading forecasting efforts, maintaining financial models, overseeing budgeting processes, and supporting the integration of newly acquired entities.
Compensation and benefits
The position offers competitive base pay and a comprehensive benefits package, including medical, dental, vision insurance, flexible working arrangements, generous 401K contributions, and paid time off.
Experience and skills
Candidates should have 7-10 years of experience in corporate finance, proficiency in financial data analysis, and a Bachelor's Degree in Finance or Accounting; an MBA or CFA is preferred.
Career development
There are future growth opportunities within the company, emphasizing a collaborative environment for learning and contribution.
Work environment and culture
Allworth Financial promotes a collaborative and creative work environment, valuing employee contributions and well-being.
Company information
Founded in 1993, Allworth Financial is a multi-billion dollar independent investment advisory firm recognized for its client satisfaction and growth, including accolades like Barron's Top 40 RIA in 2022.
Team overview
The job involves collaboration with various departments and frequent interaction with top-tier leadership, indicating a dynamic team environment.
Job location and travel
This is a full-time, exempt hybrid position, allowing for flexibility in work arrangements.
Unique job features
The role offers the opportunity to work on complex financial models and engage with senior management to influence business strategies.
Company overview
Allworth Financial, formerly known as Hanson McClain Advisors, is a financial advisory firm specializing in retirement planning, investment management, and financial planning services. Founded in 1993 by Scott Hanson and Pat McClain, the company has grown significantly through organic growth and strategic acquisitions. Allworth Financial generates revenue through advisory fees and asset management services, catering primarily to individuals nearing or in retirement. The firm's commitment to fiduciary standards and client-centric approach has earned it a strong reputation in the financial services industry.
How to land this job
Position your resume to showcase your extensive experience in corporate finance, emphasizing your skills in financial modeling, forecasting, and operational analysis, as these are critical for the Senior Financial Analyst role at Allworth Financial.
Highlight your proficiency in advanced computing, particularly your expertise in Microsoft Suite and financial data analysis, as well as your ability to develop detailed financial models that align with the job description.
Apply through multiple platforms, including Allworth Financial's corporate site and LinkedIn, to maximize your chances of being noticed by recruiters for this exciting opportunity.
Engage with professionals in the finance division at Allworth Financial on LinkedIn to gather insights about the role and the company culture; ice breakers could include discussing recent financial trends or asking about their experience with the firm's growth strategies.
Optimize your resume for ATS systems by integrating keywords from the job description such as 'financial forecasting,' 'P&L statements,' and 'cash flow projections' to improve your chances of passing through initial screenings.
Utilize Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored, your applications are submitted through the best channels, and you identify key connections to network with at Allworth Financial.
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