Financial Consultant

As one of the most experienced staffing firms in Denver, Colorado, North Star Staffing Solutions prides itself on exceptional services and relationships that we have built over the years. Our dedication to satisfying our clients’ needs is driven by a passionate team of dedicated staff with over 10 years of experience.

Permanent Direct Hire Full Time

Job Description & Duties:

• Private Client Group (PCG)
• Wealth Brokerage and Retirement Group, responsible for providing brokerage solutions to help clients achieve their financial goals.
• Report to the Director PCG Financial Analysis within the Finance Group.
• Business analytics will be associated with revenue growth opportunities and influencing the largest expenses - Financial Advisor Compensation, Branch Manager Compensation, Recruits, Trainees, and Sales Support Salaries.

Job Responsibilities:

• The PCG Financial Consultant 3 will be responsible for providing moderately complex financial analysis in support of management decision making for the Private Client Group.
• This will include building and/or redesigning financial models to support:
  • Experienced Financial Advisor Hiring.
  • Financial Advisor Retention Programs.
  • Branch Real Estate Expense.
  • A variety of Strategic initiatives, including development of policy recommendations to Senior Management.

The position requires a high degree of financial management competencies, including:

• Development of financial budgets and annual business plans.
• P&L and balance sheet forecasting.
• Management Reporting for Incentive Compensation.
• Business metric reporting and analysis.
• Project financials and initiative tracking.
• Business analytics.
• Project design and analysis.

Job

Requirements & Qualifications:

Basic Qualifications:

• 4+ years finance experience.

• Bachelor’s degree in Accounting, Business, Economics, Finance or closely related field.
• 2+ years in a financial analyst or related position.
• Ability to maintain a professional presence and positive attitude in all situations.
• Excellent PC and data management skills (Excel, Access, Power Point).
• Demonstrated proficiency in obtaining data from general ledger systems and warehouse environments.
• Effective written, oral, interpersonal and presentation skills.
• Ability to effectively work within an extended team environment.
• Well-developed understanding of accounting standards, practices and financial concepts.

• Working knowledge of Retail Brokerage Industry (Series 7, CFA).
• Advanced degree or professional certification (MBA, CPA).
• Knowledge of BETA, IRIS, Essbase, Data warehouse.
• Knowledge of VB or other scripting language.

All your information will be kept confidential according to EEO guidelines.