Financial Analyst, Divisional FP&A

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function:

You will be responsible for supporting the broader organization with insight driven reporting, forecasting & budgeting along with any additional activities which help guide sound financial decision making. The ideal candidate has corporate finance knowledge, excellent communication skills, good technical skills and high attention to detail. The ability to take initiative and interact effectively with business partners at all levels of the organization is highly desired.

Qualifications:

• Bachelor’s degree (Accounting, Finance or related field preferred).

• 1-2 years of Finance related experience (Financial Services Industry experience a plus).

• Excellent interpersonal skills with a proven ability to establish successful cross-departmental relationships to accomplish goals.

• Strong project management skills with experience participating on teams.

• Ability to work independently and sometimes with ambiguity in a fast-paced environment.

• Ability to deliver accurate, informative, and timely reporting and analysis.

• Intermediate to advanced forecasting, modeling and data analysis skills required.

• Proficient in MS Office with advanced Microsoft Excel skills including working ability to utilize pivot tables, charting, advanced formulas, and conditional formatting.

• Experience with Finance and Business Intelligence tools (proficiency in any or all of the following a plus; Adaptive Insights, Great Plains, Workday, PowerBI & Tableau).

• Strong business writing skills

• Highly motivated, proactive, high integrity, positive attitude, problem solver.

• Ability to travel (infrequent).

Duties:

• Support the business through budgeting, forecasting and related insight driven reporting.

• Provide data-driven, insightful guidance to business leadership through collaboration with Finance business partners.

• Identify areas of improvement and have a point of view towards a logical solution.

• Keep the organization informed of trends around the industry and among peers.

• Compilation of industry and census related surveys

• Develop, validate and explain financial trends, variance and performance using effective commentary so that the audience can understand variance and movement of financial results

• Generate monthly reporting package for executive and senior level management

• Other duties, projects and ad hoc analysis as necessary

What we offer:

Competitive salary plus excellent benefits and perks including, but not limited to:

• Medical, Dental and Vision

• Company 401(k)and ESOP contribution

• Generous sick, vacation, and maternity/parental leave

• Paid holidays

• Professional Development Opportunities

• Tuition Reimbursement ($15,000 lifetime cap)

• Discounted personal insurance including home, auto and recreational vehicles

• Charitable gift-matching program

• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

D.A. Davidson has been in business for 90 years! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident .