Hightower Advisors

Senior Financial Analyst

Hightower Advisors, WorkFromHome

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Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
Hightower’s Financial Planning & Analysis (FP&A) team supports Hightower Corporate & Field teams by leveraging financial and operational data to create annual budgets, drive growth initiatives, benchmark success, and evaluate financial performance & organizational growth.
Reporting to the Manager of FP&A, you will bring a blend of financial & analytical capabilities and strong communication skills. You will be responsible for building and improving processes that drive business performance and scale while supporting the top-line growth of the organization. You will collaborate within the Finance team and across the organization to support financial and strategic planning, monthly and quarterly financial close processes, and building & analyzing business performance metrics.
What You’ll Do
Financial Planning & Analysis (FP&A)

Lead the development of critical elements of the financial close, reporting, forecasting, and annual strategic planning processes
Manage FP&A processes and effectively communicate initiative progress, roadblocks, questions and timelines to team leadership
Drive process improvement within the FP&A team through continuous improvement of reporting quality through improved use of automation and systems

Business Performance & Reporting

Manage the delivery process of monthly and quarterly analysis with insights on business performance to organizational leadership, investors, and Board of Directors
Analyze the financial performance of the company to identify key drivers of growth or opportunities for increased operational effectiveness

Decision Support & Financial Modeling

Partner with leaders across the business to develop assumptions-driven financial models
Build financial models and provide a financial & analytical perspective to business questions
Leverage large datasets to develop insights and drive business outcomes. Demonstrate the ability to process large datasets and tell a story using visualization tools (Excel, PowerPoint, others)

Team Leadership & Development

Coach junior team members and manage cross-functional relationships to drive outcomes

What You’ll Bring

Bachelor’s degree in finance or equivalent experience
3-5 years of experience in a financial analytics environment where you have gained experience in corporate finance and business strategy
Relevant experience includes Corporate Finance, M&A advisory, financial consulting, or other analytically driven roles
Baseline of financial concepts, financial modeling capabilities, and an understanding of core financial statements
Highly proficient in Excel and PowerPoint. Experience with other data processing / visualization tools a plus (Tableau, Alteryx, etc.)
Ability to work independently and adapt quickly to new systems and processes
Solid written and active communication skills; demonstrated ability to interact with senior leadership and external stakeholders

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
Mother’s lounge onsite
Flexible PTO plan
Hybrid work schedule (minimum of 3 days in office)
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $100,000 to $120,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales
Industries
Financial Services, Investment Management, and Capital Markets

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