Summary/Function
D.A. Davidson is seeking a strong candidate to join our Financial Planning & Analysis (FP&A) team within the Finance organization. You will be responsible for supporting either a specific division and/or the broader organization with insight driven reporting, forecasting & budgeting along with any additional activities which help guide sound financial decision making. The ideal candidate has corporate finance knowledge, excellent communication skills, good technical skills and high attention to detail. The ability to take initiative and interact effectively with business partners at all levels of the organization is highly desired.
Qualifications
- Bachelor’s degree (Accounting, Finance or related discipline preferred).
- 3-5 years of Finance related experience (Financial Services Industry experience a plus).
- Excellent communication skills with a proven ability to establish successful cross-departmental relationships to accomplish goals.
- Strong project management skills with experience leading team initiatives.
- Ability to work independently and sometimes with ambiguity in a fast paced environment.
- Ability to deliver accurate, insightful and timely reporting and analysis.
- Intermediate to advanced forecasting, modeling and data analysis skills required.
- Proficient in MS Office with advanced Microsoft Excel skills including working ability to utilize pivot tables, charting, advanced formulas, and conditional formatting.
- Experience with Finance and Business Intelligence tools (fluency in any or all of the following a plus; BI360, Great Plains, Workday, PowerBI & Tableau).
- Highly motivated, proactive, high integrity, positive attitude, problem solver.
- Ability to travel (infrequent).
- Follow policies and procedures.
- Maintain client confidentiality.
- Ability to communicate in a clear, service-oriented manner and use appropriate, professional language and grammar to effectively exchange ideas and information.
- Ability to proactively work with both external and internal clients.
- Ability to relate with others in a professional manner to accomplish work responsibilities and objectives.
- Ability to maintain regular, predictable attendance.
Duties
- Support the business through budgeting, forecasting and related insight driven reporting.
- Involved in headcount related reporting and planning efforts including design and management of certain compensation plans, including related financial impact.
- Identify areas of improvement and have a point of view towards a logical solution.
- Keep the organization informed of trends around the industry and among peers.
- Other duties, projects and ad hoc analysis as necessary.
What We Offer
Competitive salary plus excellent benefits and perks including, but not limited to:
- Medical, Dental and Vision.
- Company 401(k) and ESOP contribution.
- Generous sick, vacation, and maternity/parental leave.
- Paid holidays.
- Professional Development Opportunities.
- Tuition Reimbursement ($15,000 lifetime cap).
- Discounted personal insurance including home, auto and recreational vehicles.
- Charitable gift-matching program.
- Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $80,000 - $110,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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