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Sr. Financial Analyst

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Advisor Group Inc.
Full Time position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Advisor / Consultant
  • Business
    Financial Analyst, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 85000 - 100000 USD Yearly USD 85000.00 100000.00 YEAR
Job Description & How to Apply Below

Location

Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Role Type

Full-time

Compensation

Salary: $85,000 – $100,000 per year + annual bonus. Actual compensation offered will be determined individually, based on job‑related factors such as location, skills, licensure, experience, and education.

Summary

The Senior Financial Analyst is a key contributor within the Finance organization, responsible for delivering high‑quality financial analysis, forecasting, and insights to support business decision‑making. The role partners closely with cross‑functional stakeholders to evaluate performance, identify trends, and drive financial discipline while supporting strategic initiatives. The ideal candidate combines strong analytical capabilities with business acumen and the ability to communicate actionable insights to leadership.

Responsibilities
  • Support and lead components of the annual budgeting, quarterly forecasting, and long‑range planning processes.
  • Develop and maintain financial models to project revenue, expenses, and key business drivers.
  • Analyze financial results, identify variances, and provide clear explanations and recommendations.
  • Prepare recurring and ad‑hoc reports for leadership, including dashboards and performance summaries.
  • Partner with functional leaders (e.g., Finance, Product, Operations, Sales) to support financial decision‑making.
  • Provide actionable insights on cost management, revenue drivers, and operational efficiency.
  • Support resource planning, investment evaluation, and cost optimization efforts.
  • Translate financial data into clear business insights for non‑financial stakeholders.
  • Conduct scenario modeling, sensitivity analysis, and business case development for key initiatives.
  • Support strategic projects such as new product launches, pricing changes, and process improvements.
  • Evaluate financial impact of initiatives and track performance against expectations.
  • Assist in long‑term strategic planning and financial outlook development.
  • Produce accurate and timely financial reporting packages.
  • Ensure data integrity and consistency across financial systems and reports.
  • Improve reporting processes and automate where possible.
  • Leverage tools such as Excel, Power BI, and financial systems to enhance data visualization and insights.
  • Identify opportunities to improve financial processes, reporting accuracy, and efficiency.
  • Support implementation of new tools, models, and best practices.
  • Partner with Accounting to ensure alignment between financial results and forecasts.
Education Requirements

Bachelor’s Degree from an accredited university in Business, Finance, Accounting, Economics, or a related field.

Basic Requirements
  • 4–7+ years of experience in FP&A, financial analysis, or a related field.
  • Strong financial modeling and analytical skills.
  • Advanced proficiency in Excel (pivot tables, modeling, forecasting).
  • Ability to synthesize data into clear insights and communicate effectively.
Preferred Requirements
  • Experience supporting business units or revenue‑generating functions.
  • Familiarity with financial systems such as SAP, Hyperion, Oracle, and Anaplan.
  • Experience with data visualization tools such as Power BI and Tableau.
  • MBA, CFA, CPA, or progress toward certification.
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