Financial Analyst

Financial Analyst

Looking to join a dynamic and expanding financial services firm? This Financial Analyst role is a great opportunity for someone with strong financial analysis skills who enjoys collaborating across teams and supporting business growth. Apply today!

Who you are:

• Bachelor’s degree in Finance, Accounting, or a related field

• 1–3 years of experience in financial analysis, public accounting, or related areas

• Strong proficiency in Excel; familiarity with Tableau is a plus

• Excellent communication skills, with the ability to present financial insights to senior leadership

• Analytical mindset with attention to detail and a proactive approach to problem-solving

• Ability to adapt to a fast-paced environment with changing priorities

What you'll do:

• Lead annual budgeting and forecasting processes for multiple business channels

• Conduct variance analysis to identify financial trends and drivers

• Collaborate with cross-functional teams to provide financial insights and support decision-making

• Assist in the development and enhancement of financial models and reporting tools

• Support post-close accounting activities and financial reconciliations

Why work here:

• Culture: Join a growing firm that supports independent financial professionals and values collaboration and innovation.

• Benefits/Compensation: Competitive salary and bonus opportunities with room to grow.

• Growth: Opportunity to contribute directly to company success and gain exposure to senior leadership.

Work arrangement:

Hybrid role based in Austin, TX 

What does this position pay?

Compensation is determined by several factors which may include skillset, experience level, and geographic location.

The expected range for this role is $90,000 to $95,000 per year. Please note this range is an estimate and actual pay may vary based on qualifications and experience.

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