Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.
Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.
Summary
We’re in an exciting phase of growth and looking for a Senior Financial Analyst to play a key role in shaping our financial future. Reporting directly to the VP of FP&A, this role is critical to our strategic decision-making process—combining rigorous financial analysis, forecasting expertise, and business partnership.
This is a high-impact position with direct exposure to senior leadership. You'll help drive operational excellence and unlock insights that fuel long-term growth, making you an integral part of our expanding finance team.
This is a full-time, exempt hybrid position.
Key Responsibilities
- Deliver accurate and insightful financial and operational analysis to key stakeholders, including executives, lenders, and investors.
- Lead forecasting initiatives, identifying emerging trends, opportunities, and potential risks.
- Maintain and enhance comprehensive financial models and forecasts—including P&L statements, cash flow, and key metrics—to assess performance and guide decision-making.
- Build and maintain dynamic, scenario-driven models.
- Collaborate with cross-functional teams for data collection and validation.
- Present strategic insights and financial forecasts to senior leadership.
- Lead the annual budgeting process, ensuring alignment with business goals and constraints.
- Develop and manage long-range financial plans, including 5-year strategic roadmaps that align with market trends and company objectives.
- Drive process improvements and automation initiatives for greater accuracy and efficiency.
- Support M&A integration efforts, ensuring smooth onboarding of newly acquired entities.
Qualifications
- 5–10 years of experience in corporate finance, FP&A, or a related field.
- Advanced proficiency in Microsoft Excel; familiarity with Adaptive Insights is a plus.
- Strong analytical skills with the ability to interpret complex financial data and trends.
- Proven ability to thrive in fast-paced, dynamic environments with shifting priorities.
- Excellent organizational skills with the ability to manage multiple projects independently.
- Strong interpersonal skills with the ability to collaborate across all levels of the organization.
- Bachelor's degree in Finance, Accounting, or a related field. MBA or CFA is a strong plus.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
BENEFITS
We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
- Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
- Dental insurance with MetLife
- Vision insurance with VSP
- Optional supplemental benefits
- Healthcare savings accounts with company contribution
- Flexible spending accounts
- Flexible working arrangements
- Generous 401K contributions
- Exempt associates qualify for our flexible paid time off policy.
- Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
- 11 Paid Holidays
- Option to participate in our Equity Purchase Program
- Future growth opportunities within the company
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Benefits are available to full-time associates who work more than 30 hours a week.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.
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