Business Analyst

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.

We are:
Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!

As a Business Analyst on the Finance team, you will ensure the quality and accuracy of our financial data, processes, and commission platform. You will own financial metric integrity across Salesforce, Looker, and our proprietary Platform, while collaborating closely with the Product and Engineering teams on quality assurance. A primary focus will be applying your Tech Wiz mindset to identify and develop automation solutions for commission, accounting, and FP&A processes, and providing bespoke financial reporting and support to our advisors.

• Data & System Integrity :
  Own the integrity of commission and core financial metrics throughout our Salesforce, Looker, and Platform systems.
• Quality Assurance & Product Opportunity :
  Work closely with Product and Engineering teams on QA efforts to ensure the quality of commission and platform functionality, and identify opportunities for product enhancement.
• Process Automation :
  Drive efficiency by identifying, developing, and deploying no-code/low-code solutions to automate commission, accounting, and Financial Planning & Analysis (FP&A) processes.
• Advisor Communication & Reporting:
  Manage bespoke advisor reporting using initial, v.5 solutions (no-code/low-code) with a clear intent to identify the most valuable reports for migration to the main platform.
• Month-End Support :
  Step in to assist with our month-end close process, contributing to accounting and billing responsibilities as the company continues to grow.

• 💪 Executer: You quickly ramp up and start executing on new initiatives, independently translating high-level ideas into action and driving progress towards team goals.
• 🎡 Process-Driven: You’re meticulous and excited about process improvement, ensuring quality output without letting a desire for perfection lead to indecision.
• 🔄 Accountable: You work independently, take ownership of challenges (grab the jump ball), and are comfortable in a culture of continuous feedback, both giving and receiving.
• 🤖 Tech Wiz: You expertly utilize technology—especially no-code/low-code tools—to make your work more effective and efficient using AI and other automation tools.

• 1-3 years of experience combining roles in finance/accounting, billing, and business analysis, with a strong focus on data and automation.
• Proven experience with financial metric integrity and reporting using tools like Salesforce and Looker (or similar BI/CRM tools).
• Deep expertise in developing automation and reporting solutions, ideally using no-code/low-code tools.
• Strong foundational knowledge of accounting, billing, and commission reporting processes, including month-end close.
• Excellent written and verbal communication skills, with a proven ability to translate complex financial concepts into clear, actionable communications.

These are the values that drive how we operate and make decisions.

🌔 We’re obsessed with finding a better way . Never settle for less.
🏃 We act with a sense of urgency . We use our best judgment to act urgently on the right things at the right time.
👀 We raise our level of awareness
. Everything starts with awareness. We’re curious and alert to what is happening around us.
🏈 We find inches everywhere around us . There are thousands of opportunities to make an impact. We take those opportunities and…