Financial Analyst

Job Description

Position Title: Financial Analyst

Reports to: EVP, Wealth

Department: Wealth

Location: 86 Summit Ave, Ste 303, Summit, NJ 07901; in-office position

Classification: Full-time;
Exempt

Summary / Job Objective: Simplicity Wealth is seeking to add a leader to establish a billing team that will support our base independent financial advisors affiliated with our platform. The successful candidate will be responsible for conducting a thorough analysis of our current billing process and work with our leadership team develop a streamlined structure and process that can support our business  or he will work closely with senior executives of Simplicity Wealth to develop and manage the monthly billing service for a larger number of affiliated independent financial advisors.

The ideal candidate should be highly motivated, self-driven, service-oriented team player capable of working independently and/or managing a team of analysts.

Essential Job Functions: Critical factors for success will include professionalism, persuasive communication, ability to overcome objections and thrive in a dynamic and fast paced environment while still demonstrating excellence in critical thinking and attention to detail. Candidates with experience billing client accounts in Orion would be a plus.

• Assess our current process and identify opportunities to improve both timing and accuracy of monthly client billing process
• Maintain database of affiliated advisor’s billing schedules
• Prepare for and compete monthly client billing and advisor payouts by working closely with Operations and Finance Departments (accounts payable)
• Collaborate with internal partners including Onboarding, Operations and Technology Development to streamline a process and establish controls to automate the process so that we can support several hundred advisor relationships.
• Assist leadership in developing financial analysis of individually advisor practices and support our Advisor Relationship / Practice Management teams

• Bachelor’s degree in finance, accounting, or related field
• 3-5 years’ experience in same/similar role(s)
• Proficiency in Microsoft Excel and experience with Orion billing preferred
• Prior management and leadership experience preferred

• Analytical thinking
• Relationship building and service-oriented
• Successful in both a team and individual environment
• Strong communication skills

• Base salary: $75,000 - $90,000
• Annual performance bonus target: 10% of base salary
• This is an exempt position

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking

Location: 86 Summit Avenue, Suite 303, Summit, NJ 07901

* This role is an in-office position, Mon-Fri