Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
3 to 5+ years of experience in financial analysis, FP&A, corporate finance, or business analytics
Strong understanding of financial statements, budgeting, forecasting, and variance analysis
Advanced Microsoft Excel skills, including complex formulas and large data set analysis
Proficiency in PowerPoint for communicating financial information
Experience with data visualization tools like Power BI or Tableau preferred
Strong analytical and problem-solving skills with attention to detail
Excellent communication and relationship-building skills
Responsibilities
Prepare and present financial and operational performance reports for strategic decision-making
Develop and maintain financial models and forecasts to evaluate business initiatives
Administer advisor and sales team compensation plans with accuracy and transparency
Analyze financial results, identify trends, and provide actionable recommendations
Synthesize data from multiple sources to support reporting and forecasting
Collaborate with Finance and Operations on budgeting and long-range planning
Monitor and enhance KPIs and management reporting for better business visibility
Identify and implement process improvements for reporting efficiency
Benefits
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Mother's lounge onsite
Flexible PTO plan
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Full Job Description
Your Future Team
Hightower Signature Wealth is seeking a motivated Senior Financial Analyst to support the COO across financial analysis, operations, compensation, and business reporting. You will work closely with leadership and the home office finance and operations teams to analyze business performance, improve processes, and support day-to-day decision-making.
What You'll Do
Prepare, analyze, and present financial, operational, and business performance reports to support strategic decision making
Develop and maintain financial models, forecasts, and scenario analyses to evaluate revenue growth, profitability, advisor productivity, and key business initiatives
Own the calculation, validation, and administration of advisor and sales team compensation plans, ensuring accuracy, transparency, and timely delivery
Analyze financial and operational results, identify trends and variances, and provide actionable recommendations to business leaders
Gather, reconcile, and synthesize data from multiple systems and sources to support reporting, forecasting, and business planning activities
Partner closely with Finance, Operations, and senior leadership to support budgeting, forecasting, and long range planning processes
Monitor and enhance key performance indicators (KPIs) and management reporting to improve visibility into business performance
Identify and implement process improvements that increase reporting efficiency, strengthen data quality, and enhance decision support capabilities
Prepare presentations and executive level reporting materials for leadership meetings and business reviews
Support the COO and senior management team with ad hoc financial analyses, strategic initiatives, and special projects
What You'll Bring
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
3 to 5+ years of experience in financial analysis, FP&A, corporate finance, business analytics, consulting, or a related analytical role
Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling
Advanced Microsoft Excel skills, including complex formulas, pivot tables, financial models, and large data set analysis
Proficiency in PowerPoint and the ability to communicate complex financial information to both financial and non financial audiences
Experience with data visualization and business intelligence tools such as Power BI, Tableau, Alteryx, or similar platforms preferred
Demonstrated ability to translate data into meaningful business insights and actionable recommendations
Strong analytical, problem solving, and critical thinking skills with exceptional attention to detail
Ability to manage multiple priorities, meet deadlines, and thrive in a fast paced, collaborative environment
Excellent communication and relationship building skills, with the confidence to partner effectively across departments and with senior leadership
What We Offer
Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
