Financial Analyst
Pay Rate: $60.00 Per Hour
Duration: Contract to 01/16/2026
Location: Hybrid - 4 days in office and 1 remote;Oakdale, MN55128
Hours: Monday to Friday 8:00am to 5:00pm
The Financial Analyst will be responsible for supporting ***'s business partner finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. The Financial Analyst will play a critical role in modeling recruiting deals, enterprise reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.
Responsibilities:
Business Partnering
- Develop and maintain financial models in support of the company's business development initiatives, assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers
- Modeling recruiting and retention deals in collaboration with business partners; adhere to SLAs and standards set forth in operating procedures
- Creates and provides reporting on advisor recruiting and profitability programs for multiple audiences, including the executive leadership team
- Provide financial guidance and support to drive decision-making, performance improvement, and cost management
Management Reporting and Forecasting- Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs)
- Complete monthly, quarterly, and annual forecasting process for recruiting and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement
- Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for management
- Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.
Financial / Reporting Systems
- Experience in Salesforce desired
- Ability to work with dashboards, reports, and real-time analytics within Salesforce to leverage with business partners
Basic Requirements:
- Minimum of 1–5-years' experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, etc.)
- Advanced Skills in MS Office products, particularly Excel and PowerPoint
- Experience working in Salesforce
- Intermediate financial modeling and analysis skills
- Analytical skills, including the ability to identify key trends and drivers
- Strong written and verbal communication skills
- Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment
- Self-starter who will anticipate challenges and work proactively to resolve issues
- Comfortable working within an entrepreneurial, "roll-up your sleeves” environment
- Team player with a customer service mentality
Preferred Requirements:
- Prior financial services industry experience