Financial Consultant 3

Financial Consultant 3

The Financial Consultant 3 position will report to the upper management including the Director. The major focus of business analytics will be associated with revenue growth as well as the largest expenses for the company.

Qualifications

Job Responsibilities:

•Experienced Financial Advisor Hiring.

•Financial Advisor Retention Programs.

•Branch Real Estate Expense.

•A variety of Strategic initiatives, including development of policy recommendations to Senior Management.

•Developing financial budgets.

•P&L and balance sheet forecasting.

•Management Reporting for Incentive Compensation.

•Business metric reporting and analysis.

•Project financials and initiative tracking.

•Business analytics.

•Project design and analysis.

Job Requirements & Qualifications:

•Bachelor’s degree in Accounting, Business, Economics, Finance.

•Advanced degree or professional certification (MBA, CPA).

•2+ years in a financial analyst or related position.

•Ability to maintain a professional presence and positive attitude in all situations.

•Excellent PC and data management skills (Excel, Access, Power Point).

•Demonstrated proficiency in obtaining data from general ledger systems and warehouse environments.

•Effective written, oral, interpersonal and presentation skills. Need to present recommendations and results of financial analysis and be able to respond to challenges of work product.

•Ability to effectively work within an extended team environment.

•Well-developed understanding of accounting standards, practices and financial concepts

•Working knowledge of Retail Brokerage Industry (Series 7, CFA).

•Advanced degree or professional certification (MBA, CPA).

•Knowledge of BETA, IRIS, Essbase, Data warehouse.

•Knowledge of VB or other scripting language.

Visa Requirements: U.S. Citizens / Green Card Holder