Careers @ Advicent

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Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. Our products include Web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind.

Our team is revolutionizing the financial planning industry. Come join us!

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Senior Financial Analyst

US-WI-Milwaukee
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Overview
Advicent is a financial technology (FinTech) company embarking on the next phase of our growth journey.  Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.
Position Purpose As a Senior Financial Analyst you are responsible for a portion of the day-to-day and month-end FP&A activities, as well as monthly analysis, reporting, and forecasting. You are also responsible for improving process related to budget, forecasting and ad hoc analysis. What you’re accountable for
  • Perform monthly FP&A functions, such as preparing the monthly revenue forecast, the monthly forecast for various cost centers, as well as creating and analyzing financial reports, cost centers and accounts
  • Assist in management and improvement of month-end forecasting procedures
  • Assist in creation of the annual budget
  • Ensure timely and accurate delivery of monthly financial reports to Management and the Board of Directors
  • Coordinate with different departments to develop reports to facilitate improved forecasting and management reporting
  • Assist in creating and monitoring sales pipelines and commission plans
  • Support business managers by providing necessary information for decision making and assist in resolving issues
  • Coordinate finance matters with other departments, locations, and divisions

 

What skills are required
  • Bachelor's Degree in Finance, Accounting, or related field
  • CPA is preferred
  • Minimum of 5 years of industry experience
  • Big 4 Accounting experience is preferred
  • Understands and balances the relationship between business processes, management needs and financial reporting requirements
  • Must have solid computer skills with Excel, Word and PowerPoint
  • Budget/forecasting or accounting system experience is a plus
  • Understanding of GAAP and financial reporting and consolidations
  • Communicates effectively with all levels of employees
  • Exercises critical independent judgment and makes decisions based on rational analysis of data
  • Able to multitask and balance between completing the required processes and improvement-related projects
  • Service attitude/orientation
  • Attention to detail
  • Intellectual curiosity with a desire to improve processes and take on additional responsibilities
To be successful at Advicent, you will
  • Always seek a meaningful outcome and maintain a sense of urgency in everything you do.
  • Be continuously curious and have an ongoing desire to disrupt the status quo.
  • Take initiative and look to expand your role.
  • Always look for ways to contribute to the team and our success.
Benefits & Perks
  • Health, dental, vision, HSA/FSA, 401K employer match
  • 4 weeks PTO, 9 paid holidays, 8 hours paid volunteer time off
  • Free access to on-site fitness center, casual dress, President's Club incentive trip for top performers, free covered parking, free caffeine (coffee and soda), monthly volunteer opportunities, employer-sponsored engagement & wellness events
  • Tuition reimbursement, industry training opportunities