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← Allworth Financial

Senior Financial Analyst

Allworth Financial
Location
Dallas, Texas, United States
Posted
12 days ago
Department
Finance
What they actually want (must-haves)
  • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field
  • 4+ years of progressive experience in financial planning and analysis (FP&A), corporate finance, financial analysis, or analytics role
  • Proficiency in Microsoft Excel, Microsoft PowerPoint, financial modeling, scenario analysis, and working with large and complex datasets
  • Strong analytical and problem-solving skills
  • Experience preparing management reporting, financial analyses, and presentations for senior leadership
  • Strong written and verbal communication skills
Nice to have
  • Experience within wealth management, financial advisory, asset management, banking, insurance, or another financial-services environment preferred
  • Comfortable operating in a growing organization where requirements, processes, and systems will change
What the job really is

The Senior Financial Analyst at Allworth Financial will work closely with the VP Finance Business Partnering to analyze the firm's financial performance and recommend actions for organic growth. Responsibilities include analyzing client pipeline results, developing financial models, preparing monthly financial reports, and communicating insights to senior leadership. This role requires a strong analytical mindset and the ability to present complex financial information clearly to various stakeholders.

Benefits
  • Medical: Blue Shield (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
Things to weigh
  • This is a hybrid role, requiring 3-4 days in-office work.
  • No salary listed in the posting.
  • The role involves working with large datasets and financial modeling, which may require advanced Excel skills.
  • The position may involve physical tasks such as lifting and filing documents.
Job score3.6/5
Benefits5/5
Freshness5/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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