Product Financial Data Analyst - Commonwealth Financial Network

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Corporate Strategy department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

Commonwealth Financial Network is a leading Registered Investment Adviser with more than 2,000 independent financial advisors nationwide. The Product Lab is a central hub and center of excellence that offers consultation and hands on support for the management and development of our entire product mix and delivering on their roadmaps. Collaborating closely with different product portfolios within the organization, the Product Lab plays a pivotal role in fostering innovation and excellence while sharing best product practices. The lab also incubates large product initiatives and directly manages enterprise level products. This broad level of engagement not only offers significant opportunities for professional growth but also ensures wide-ranging visibility across the organization.

We’re looking for a product financial data analyst to join our product management team. The ideal candidate will play a crucial role in analyzing product-related financial data and providing insights that will shape our product strategies. This role requires a blend of financial acumen, analytical skills, and a keen understanding of how product performance data impacts business outcomes.

Key Responsibilities

• Analyzing financial data related to product performance, including revenue, cost, and profitability metrics
• Developing financial models to forecast future product performance
• Collaborating with product managers and cross-functional teams to gather data and insights on product trends and market dynamics
• Preparing regular financial reports and dashboards for senior management, highlighting key financial trends and analysis
• Supporting the budgeting and forecasting processes for product lines
• Conducting various scenario analyses to understand the differences between actuals and forecasts (and recommend corrective actions)
• Participating in strategic projects and initiatives to enhance financial reporting and analytical capabilities
• Ensuring data quality and integrity in all financial reporting and analytics

Core Strengths and Skills

• Detail-oriented and strategic
• Comfortable navigating ambiguity in a fast-paced and dynamic environment
• Bachelor’s degree in quant STEM with relevant minimum 2-year work experience
• Experience with financial modeling, data analysis, scenario analysis, and working with stakeholders to develop P&Ls
• Basic knowledge of product management principles and practices
• Strong communication and interpersonal skills, with the ability to collaborate effectively both in-person and virtually 

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, Ohio. 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.   

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.  

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.