Senior Financial Analyst

About Allworth Financial

Allworth Financial () is an independent investment advisory firm providing full-context wealth planning solutions. The firm brings together investment, tax, retirement, estate, and other financial considerations to help clients evaluate decisions in the context of their whole financial lives.

Founded in Sacramento, California, in 1993, Allworth Financial is a high-growth, private equity‑backed, multibranch registered investment adviser. Allworth is primarily a fee‑based fiduciary advisory firm that emphasizes client well‑being and education. The firm continues to expand through acquisitions and organic growth.

Allworth is a great place to work and build a career. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Learn more at

Allworth Financial () is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short‑term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee‑based, employee‑centric fiduciary advisory firm, that prides itself on emphasizing client well‑being and education. The business is a multi‑billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best‑loved brands in America.

Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

Work with the VP Finance Business Partnering to analyze and recommend actions for the firm’s organic growth and financial results

This is a full-time, hybrid position. Applicants must be able to work in the Addison/Dallas, TX office.

This is an Exempt position.

• Analyze new client pipeline results, including key milestone volumes and conversion rates
• Communicate insights on performance and recommend practical changes that will result in performance improvement
• Analyze the financial impact of changes in advisor compensation and/or new compensation programs
• Develop new and enhance existing reporting
• Partner with Procurement team to analyze the financial impact of vendor contracts
• Partner with Facilities team to track and analyze the financial impacts of office remodels and relocations
• Prepare and analyze monthly financial results, including budget‑to‑actual and forecast‑to‑actual variances, and clearly communicate key drivers to senior leadership
• Develop financial models and scenario analyses to support strategic initiatives, investment decisions, resource allocation, and business planning
• Perform ad hoc analyses to answer complex business questions and support executive decision‑making
• Develop executive‑ready presentations and financial materials that translate complex details into clear conclusions and actionable recommendations

• Experience with in wealth management, financial advisory, asset management, banking, insurance, or another financial‑services environment preferred
• Strong written and verbal communication skills, including the ability to present financial information effectively to non‑finance audiences
• Hig…