Senior Financial Analyst

National investment management firm based in Austin, TX that is revolutionizing the industry! With a goal to simplify financial lives, we are a values–based financial planning firm, built on the core belief that ‘two are better than one’. Our dedicated team of advisors strive to simplify the complex so people can focus on what matters most to them.

Quickly growing investment firm
Great company culture
Full health and retirement benefits package
Autonomous role with an opportunity to work directly with senior leadership

You will provide the insights and foresight necessary to steer our operations and strategic planning efforts during this exciting phase of growth. Your work will directly influence our decision-making processes, helping us continue our trajectory towards becoming a leader in community-oriented financial planning
Your Impact

• Financial Strategy Execution: Develop financial models and forecasts that align with our strategic goals. Analyze financial data to inform leadership and shape our financial future.
• Budget Mastery: Lead our budgeting process, ensuring precision and accountability across the organization.
• Strategic Support: Offer financial insights that bolster strategic initiatives, aiding in investment decisions and resource allocation.
• Operational Integrity: Collaborate with internal teams to refine financial processes and ensure data integrity.

What We’re Looking For

• A strategic thinker with a Bachelor’s degree in Finance, Accounting, Economics, or a related field; an MBA or relevant certification (CFA, CPA) is preferred.
• Proven experience in FP&A, particularly in financial services or insurance, with a proven track record of driving business performance.
• Advanced proficiency in financial software and tools, coupled with sharp analytical skills and exceptional clarity in communication.
• An ability to manage multiple priorities effectively in a dynamic environment.