Financial Analyst

Location: Saint Petersburg, Florida, United States; hybrid workstyle with less than 25% travel.

Company

hirify.global operates a firm supporting advisors through recruiting, compensation, financial reporting, and organizational management processes.

What you will do

• Prepare firm economic models to support advisor recruiting decisions.
• Prepare compensation pro formas for recruited advisors, internal transfers, and advisors evaluating other compensation options.
• Prepare and coordinate management reports in formats that can be quickly reviewed by management.
• Identify costs and develop methodologies for accurate allocation across the organization.
• Prepare organization-wide surveys using financial tools and resources and review results with management.
• Evaluate and implement process improvements, assess the impact of organizational changes, and resolve cost-allocation issues with internal customers.

Requirements

• Up to two years of experience with a bachelor's degree in accounting or finance, or an equivalent combination of experience, education, and training approved by Human Resources.
• General experience of 3 to 6 years.
• Bachelor's degree in accounting, business administration, or finance.
• Knowledge of financial reporting concepts, practices, procedures, and basic accounting principles.
• Advanced Excel skills, including complex formulas and management of large data sets.
• Ability to analyze financial information, perform mathematical calculations, prepare surveys, and use word-processing, spreadsheet, database, and other required software applications.
• Ability to work independently, make non-routine decisions, resolve moderately complex accounting problems, and adapt standard procedures when required.
• Effective oral and written communication with all organizational levels, plus the ability to manage multiple detailed assignments in a fast-paced environment with changing priorities.
• Securities Industry Essentials Exam (SIE) certification from the Financial Industry Regulatory Authority (FINRA).

Culture & Benefits

• Guiding behaviors include Develop, Collaborate, Decide, Deliver, and Improve.
• Core values include client-first service, integrity, independence, and a conservative, long-term view.
• Benefits may include medical, dental, and vision coverage; life, critical illness, accident, and disability insurance; retirement savings; paid vacation, holidays, and sick leave; and parental leave.
• People-first culture that values the uniqueness, experiences, and backgrounds of associates.
• Equal opportunity employment with decisions based on merit and business needs.