This position will be an integral contributor to the Focus FP&A efforts and data analysis tasks. 

This role is based in New Hyde Park, NY.

Primary Responsibilities

- Assist partner firms to prepare profit and loss statements, and other financial reports. Responsibilities also include analyzing trends, costs, revenues, and to predict future revenues and expenses.

- Work as initial / primary contact with subsidiary’s accounting/finance teams for monthly financial reporting package submission

- Perform monthly analytics to understand fluctuations between current and prior periods and fluctuations between actual and budget/forecast

- Review reconciliations for all balance sheet items as needed

- Complete various ad hoc projects and analysis at request of manager

- Assist with quarterly and monthly statical updates

- Assist with due diligence regarding potential acquisitions

- Work with subsidiaries in transition to corporate systems and procedures following acquisitions

Qualifications

·Bachelor’s degree in finance or accounting

·2 years of relevant finance or accounting experience

·Proficient with MS Office, particularly Excel, working knowledge of VBA, macros and business intelligence (BI) tools a plus

·Strong communication and organizational skills

·Accounting experience with GAAP is a plus

·Knowledge of accounting software is a plus

·Ability to work independently and as a team member; ability to set priorities and respond to changing demands from multiple sources. 

The annualized base pay range for this role is expected to be between $75,000-$125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other components may include an annual cash bonus and a comprehensive benefits package.

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As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.

Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor (“RIA”) space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.

Focus’s robust business model has resulted in phenomenal growth in the last 15 years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.