As one of the most experienced staffing firms in Denver, Colorado, North Star Staffing Solutions prides itself on exceptional services and relationships that we have built over the years. Our dedication to satisfying our clients’ needs is driven by a passionate team of dedicated staff with over 10 years of experience. We have continued to provide the recruiting and staffing expertise our clients expect and they have acknowledged time and again that our services are integral to their success. Our mission is to bring great people and great organizations together. This is the foundation that has made us who we are today. We understand the changing dynamics of today’s workplaces and the landscape of the economy. Our talented staff understands the people, the culture, and the various backgrounds of our candidates. This is what puts us one step ahead when it comes to selecting the right fit for your organization.
Job Description
Permanent Direct Hire Full Time
Job Description & Duties:
- Private Client Group (PCG)
- Wealth Brokerage and Retirement Group, responsible for providing brokerage solutions to help clients achieve their financial goals.
- Report to the Director PCG Financial Analysis within the Finance Group.
- Business analytics will be associated with revenue growth opportunities and influencing the largest expenses - Financial Advisor Compensation, Branch Manager Compensation, Recruits, Trainees, and Sales Support Salaries.
Job Responsibilities:
- The PCG Financial Consultant 3 will be responsible for providing moderately complex financial analysis in support of management decision making for the Private Client Group. This will include building and/or redesigning financial models to support:
- Experienced Financial Advisor Hiring.
- Financial Advisor Retention Programs.
- Branch Real Estate Expense.
- A variety of Strategic initiatives, including development of policy recommendations to Senior Management.
Qualifications
The position requires a high degree of financial management competencies, including:
- Development of financial budgets and annual business plans.
- P&L and balance sheet forecasting.
- Management Reporting for Incentive Compensation.
- Business metric reporting and analysis.
- Project financials and initiative tracking.
- Business analytics.
- Project design and analysis.
Job Requirements & Qualifications:
- Basic Qualifications:
- 4+ years finance experience.
- Minimum Qualifications:
- Bachelor’s degree in Accounting, Business, Economics, Finance or closely related field.
- 2+ years in a financial analyst or related position.
- Ability to maintain a professional presence and positive attitude in all situations.
- Excellent PC and data management skills (Excel, Access, Power Point).
- Demonstrated proficiency in obtaining data from general ledger systems and warehouse environments.
- Effective written, oral, interpersonal and presentation skills. Need to present recommendations and results of financial analysis and be able to respond to challenges of work product.
- Ability to effectively work within an extended team environment.
- Well-developed understanding of accounting standards, practices and financial concepts.
Qualifications:
- Working knowledge of Retail Brokerage Industry (Series 7, CFA).
- Advanced degree or professional certification (MBA, CPA).
- Knowledge of BETA, IRIS, Essbase, Data warehouse.
- Knowledge of VB or other scripting language.
Applicant meets the basic qualifications in the job description.
Additional Information
All your information will be kept confidential according to EEO guidelines.
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