15 days old

Financial Analyst

Advisor Group
Oakdale, MN 55128
  • Job Code
  • Jobs Rated
Corporate Finance Opportunity in Financial Services

Financial Analyst

Location(s): 7755 Third Street North, Oakdale, MN 55128

INTERNAL APPLICANTS: All qualified internal applicants, irrespective of location, will be considered for all internally posted roles at this time. Compensation range displayed in internal postings is the national average, and compensation decisions will be employee-location based.


The Financial Analyst is primarily responsible for supporting Advisor Group's Corporate Finance functions, which broadly encompasses financial analysis, recruiting economics, long-range planning, and M&A activities. In this capacity, he/she will play a leading role in various analytical efforts within the group while developing and managing relationships with key leaders and stakeholders within various business units.


  • Develop / maintain complex financial models as part of the long-term planning, recruiting and M&A processes
  • Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
  • Assess the financial and economic performance of various business opportunities through detailed understanding of revenue and cost drivers
  • Assist in administering the loan program including creating repayable loan schedules, reviewing promissory notes and agreements for conformity with approved terms, submitting loan funding packages, and monitoring the funding process
  • Accurately inputs loan data into our core systems and creates loan files
  • Creates and provides reporting on loan programs for multiple audiences, including executive leadership team
  • Monitors advisor terminations and coordinates collection efforts across business units
  • Works with Tax Department to ensure timely and accurate 1099 preparation
  • Answers inquiries from both external and internal customers regarding loan history, transactions, reconciliations, and tax reporting
  • May be required to assist on moderate to complex special projects, that include production of analysis and recommendations for senior management with respect to strategic business decisions
  • Develop and maintain excellent relationships with colleagues across business units
  • All other duties as assigned

Education Requirements:

  • Bachelor's degree in business, finance, accounting, economics, or related field required

Basic Requirements:

  • Minimum of 2 years' experience in finance or business analysis role
  • Proficiency in MS Office products, particularly Excel and PowerPoint
  • Intermediate to advanced financial modeling and analysis skills
  • Analytical skills including the ability to identify key trends and drivers
  • Experience and interest in working in financial/reporting systems (Workday, SABOS, Caesar)
  • Strong written and verbal communication skills
  • Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment
  • Self-starter who will anticipate challenges and work proactively to resolve issues
  • Comfortable working within an entrepreneurial, "roll-up your sleeves" environment
  • Team player with customer service mentality

Preferred Requirements:

  • Prior financial services industry experience

Jobs Rated Reports for Financial Analyst

Posted: 2020-10-05 Expires: 2020-11-03
Sponsored by:
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Sponsored by:
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Financial Analyst

Advisor Group
Oakdale, MN 55128

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Financial Analyst
37th2018 - Financial Analyst
Overall Rating: 37/220
Median Salary: $84,300

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