Permanent Direct Hire Full Time
Job Description & Duties: • Private Client Group (PCG) • Wealth Brokerage and Retirement Group, responsible for providing brokerage solutions to help clients achieve their financial goals. • Report to the Director PCG Financial Analysis within the Finance Group. • Business analytics will be associated with revenue growth opportunities and influencing the largest expenses - Financial Advisor Compensation, Branch Manager Compensation, Recruits, Trainees, and Sales Support Salaries. Job Responsibilities: • The PCG Financial Consultant 3 will be responsible for providing moderately complex financial analysis in support of management decision making for the Private Client Group. This will include building and/or redesigning financial models to support: • 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. (Job ID 13225)
The position requires a high degree of financial management competencies, including: •Development of financial budgets and annual business plans. •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: Basic Qualifications: •4+ years finance experience. Minimum Qualifications: •Bachelor’s degree in Accounting, Business, Economics, Finance or closely related field. •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. Qualifications: •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. Applicant meets the basic qualifications in the job description.
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Job details are sourced from the employer's original posting.
Open job postingAbout the company
This position is located at one of our newest distribution facilities, which is state of the art and includes the latest technology. We are a leading North American distributor of metalworking and maintenance, repair and operations (MRO) products and services. We help our customers drive greater productivity, profitability and growth with over 1 million product offerings, our inventory management and other supply chain solutions, and deep expertise from more than 70 years of working across industries. Our Goal As a $2.8 billion company with more than 6,500 experienced associates and more than 3,000 suppliers, we work with customers big and small. Our goal is to drive results for their businesses - from keeping operations running efficiently today to continuously rethinking, retooling and optimizing for a more productive tomorrow. Our History Founded by Sid Jacobson in 1941, our company continues to build on a rich history of commitment to our customers, our shareholders, our associates and the communities in which we live and work.