Financial Analyst

Location: Minneapolis

Daily Responsibilities:

Purpose:

The Senior Financial Analyst serves as a key financial resource and consultant to senior management by participating in or leading the planning, communicating, reporting, analysis and integration of the highly visible and strategically critical projects for the Private Client Group.

As an expert in the analysis of the units’ key drivers, performance metrics and operational processes, provides comprehensive analyses and reports enabling executive management in understanding current financial results, developing future expectations, and meeting strategic goals. The individual will work with business leaders and other functional areas to develop business cases in support of specific business initiatives. The position provides comprehensive support of and manages projects toward the identification, analysis and implementation of financial plans.

Functional responsibilities include statistical analysis, financial modeling, real estate business case development, advisor recruiting analyses, management reporting, strategic planning and project management.

Essential Accountabilities:

Financial Reporting

Responsible for the ongoing and monthly financial review of business line results. Includes identifying abnormal income statement items, determining causes of variances, and working with other Finance personnel to investigate the underlying business practices driving financial results, and to identify risks and opportunities regarding achievements of budgeted results.

Financial Analysis

Acts as a consultant to senior management and help them understand key business drivers and the financial performance of the business. Provides in-depth ad hoc analyses on a variety of complex financial issues and business opportunities. This includes determining the appropriate analytical methodologies, providing executive summaries of the results, presenting alternative solutions, and making recommendations to assist in managerial decision making. The analyses may involve, but is not limited to, interpretation of market data and analysis of industry and competitive data.

Project Management

Leverages senior management time by managing projects to identify and implement changes to current business practices. Identifies affected parties; organizes, prepares agendas for, and runs meetings to develop consensus solutions; develops and monitors action plans to ensure project assignments are completed in a timely basis. Ensures project proposals receive appropriate approvals, uses analysis to adjust ongoing earnings expectations, and monitors projects for successful implementation.

What program/technology/software knowledge is essential for this role?

· Strong proficiency with Excel

· PowerPoint

· Sales Force (nice to have)

Must-have Skills:

· At least 5 years of financial experience within the same or similar role

· Strong proficiency with Excel

· Financial modelling experience

Nice-to-have Skills/Experience and/or Education, certifications, qualifications, designations:

· Sales Force

· Smart view (Oracle program)

Soft Skills:

· Excellent communication skills

· Multi-tasking, prioritization with a sense of urgency