POSITION SUMMARY
Responsible for the accurate and timely recording of financial activity including several key metrics for all Managing Directors/advisor activities. Takes direction from the Chief Development Officer on special projects. Also responsible for assisting with data and report design for the profitability system. Periodically will work on various special projects.
This position is vital in preparing, analyzing, and reporting on key firm sales and profitability data, which is key in managing our business. This position will also work and communicate financial information with various departments in the firm and it is highly visible to senior executives.
DUTIES & RESPONSIBILITIES
- Prepares, records and analyzes financials and key metrics of the firm
- Analyzes Managing Director activity to identify trends, opportunities, and areas for improvement
- Monitors and reports on key performance indicators (KPIs)
- Provides weekly reports to the senior leadership and other individuals on sales progress
- Conducts variance analysis to understand deviations from financial plans and recommends corrective actions
- Works with various departments on reporting needs
- Prepares company dashboards on key drivers
- Utilizes Salesforce and numerous other systems to provide various constituents with key information
- Prepares and analyzes Managing Director pipeline information as well as tracking and reporting Managing Director client lists
- Works with the finance lead on the Client Profitability System which is key to managing/analyzing our business
- Assists in the various uploads into the profitability system
- Designs ad-hoc reports in Salesforce/Custodian Data
- Gathers and analyzes data to determine better ways to impact the bottom line
- Generates profitability reports and supports profitability analysis for services
- Prepares reports as needed by the CFO and/or the Board of Directors
- Prepares and helps analyze budget templates for numerous departments
- Attends and assists with budget meetings with department leads
- Responsible for accurately consolidating all budget templates into one file from the various departments
- Distributes monthly variance budget vs. actual reports
- Analyzes monthly reports doing an in-depth review of budget to actual and explains the variances
- Assists the Controller and/or CFO on various department projects and initiatives as requested
- Oversees Managing Director transitions in Salesforce and sits in on Managing Director Transition meetings with the Chief Development Officer
QUALIFICATIONS
- College degree in accounting, finance or related field
- Salesforce experience preferred
- Required advanced skill set with Excel
- 3 years of professional experience in a financial services industry strongly preferred
- Demonstrated critical thinking skills including ability to think outside the box and the ability to translate analytics into meaningful insights and strategies
- Knowledgeable on database structures
- Strong analytical skills; ability to interpret/analyze data
- Proficient in financial modeling and data analysis tools: Crystal Reports, Power Bi, Sage Intacct or Tableau is a plus
- Must have a professional demeanor with the utmost respect for confidential matters
- Must be able to work independently and in a team environment
- Must have excellent written and verbal communication skills with strong interpersonal skills
- Must be detail-oriented with excellent organizational skills
- Must have ability to multi-task
- Must have strong work ethic with a positive attitude
WORKING CONDITIONS
- Long periods of sitting utilizing a computer
Benefits
401k, Dental Insurance, Life Insurance, Medical Insurance, Vision
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