Senior Financial Analyst - Reporting and Sales - Oxford Financial Group, Ltd.

Carmel, IN 46032

About the Job

Oxford Financial Group is hiring a Senior Financial Analyst - Reporting and Sales. We are looking for candidates with a background working in the financial service industry.

POSITION SUMMARY

Responsible for the accurate and timely recording of financial activity including several key metrics for all Managing Directors /advisor activities. Takes direction from the Chief Development Officer on special projects. Also responsible for assisting with data and report design for the profitability system. Periodically will work on various special projects.

This position is vital in preparing/analyzing/reporting on key firm sales and profitability data, which is key in managing our business. This position will also work and communicate financial information with various departments in the firm and it is highly visible to senior executives. It is a very visible position in the organization.

DUTIES & RESPONSIBILITIES

Prepares, records and analyzes financials and key metrics of the firm

Analyzes Managing Director activity to identify trends, opportunities, and areas for improvement
Monitors and reports on key performance indicators (KPIs)
Provides weekly reports to the senior leadership and other individuals on sales progress
Conducts variance analysis to understand deviations from financial plans and recommends corrective actions
Works with various departments on reporting needs
Prepares company dashboards on key drivers

Reporting

Utilizes Salesforce and numerous other systems to provide various constituents with key information
Prepares and analyzes Managing Director pipeline information as well as tracking and reporting Managing Director client lists

Works with the finance lead on the Client Profitability System which is key to managing /analyzing our business

Assists in the various uploads into the profitability system
Designs ad-hoc reports in Salesforce/Custodian Data
Gathers and analyzes data to determine better ways to impact the bottom line
Generates profitability reports and supports profitability analysis for services
Prepare reports as needed by the CFO and/or the Board of Directors

Annual Budget Preparation

Prepare and help analyze budget templates for numerous departments
Attend and assist with budget meetings with department leads
Responsible for accurately consolidating all budget templates into one file from the various departments
Distributes monthly variance budget vs. actual reports
Analyze monthly reports doing an in-depth review of budget to actual and explain the variances

Special Projects

Assists the Controller and/or CFO on various department projects and initiatives as requested

Oversees Managing Director transitions in Salesforce and sits in on Managing Director Transition meetings with the Chief Development Officer

QUALIFICATIONS

College degree in accounting, finance or related field
Salesforce experience preferred
Required advanced skill set with Excel
3 years of professional experience in a financial services industry strongly preferred
Demonstrated critical thinking skills including ability to think outside the box and the ability to translate analytics into meaningful insights and strategies
Knowledgeable on database structures
Strong analytical skills; ability to interpret/analyze data
Proficient in financial modeling and data analysis tools: Crystal Reports, Power Bi, Sage Intacct or Tableau is a plus
Must have a professional demeanor with the utmost respect for confidential matters
Must be able to work independently and in a team environment
Must have excellent written and verbal communication skills with strong interpersonal skills
Must be detail oriented with excellent organizational skills
Must have ability to multi-task
Must have strong work ethic with a positive attitude

WORKING CONDITIONS

Long periods of sitting utilizing a computer

Source : Oxford Financial Group, Ltd.