Financial Analyst

Are you a dedicated financial professional eager to make a meaningful impact? Join our client’s dynamic, nationally recognized independent financial advisory firm, where you’ll have the opportunity to support an organization committed to helping clients make informed and wise financial decisions to ensure a confident future..

Founded in 1989, our client is a nationally recognized, independent financial advisory firm with offices in Overland Park, KS; Carmel, IN; Toledo, OH; Akron, OH; Dayton, OH; and Greensboro, NC. They serve a diverse clientele across net worth and household incomes. They provide personalized and comprehensive financial planning services, including retirement income planning, investment management, education planning, tax avoidance, estate planning, qualified plans, small business, and succession planning.

Benefits:

Our client values their employees’ time and efforts. Their commitment to your success is enhanced by providing competitive compensation of $100k-$120k, depending on experience, and an extensive benefits package, including: 

• Group Health Insurance
• Long-Term and Short-Term Disability Insurance
• 401k with Employer Matching
• Dental/Vision Insurance
• Tuition Reimbursement
• Parental Leave
• PTO that includes PTO for Volunteer Work
• Dependent Care for Flexible Spending Account
• Flextime Policy

Your Role: 

Based in the Overland Park, KS office, you will report to the Chief Operations Officer, and your role will span various areas of the organization, including general internal financial management and M&A activity. You will also provide consulting services to the network of advisors in financial management and M&A activity. You will provide data and collaborate with Prosperity’s leadership team to guide decision-making.

To succeed, you should have:

• Bachelor’s Degree in Business, Finance, or Accounting
• 5 years of financial management experience in a complex organizational environment
• Financial management and analytic capabilities 
• Advanced Excel skills
• Knowledge and experience in strategic planning (including profit center and cost center-specific P&L)
• Able to collaborate to get complex projects across the finish line

It would be beneficial if you have:

• MBA, CPA, or Masters of Science in accounting or business field 
• Experience with QuickBooks
• Experience with GAAP Accounting

Your responsibilities as the Financial Analyst will include:

• Financial Management: Collaborate with leadership to provide financial reports, ensure GAAP compliance, and track performance metrics.
• M&A Participation: Engage in discussions, due diligence, practice valuations, and integration of proformas into budgets.
• Performance Reporting: Measure and report on post-transaction metrics and M&A activity to relevant stakeholders.
• M&A Support for Advisors: Guide buyers and sellers through valuations, financing, deal terms, and practice integration.
• Continuity Planning: Assist OSJ Advisors in developing and facilitating continuity plans, including valuations, business plans, and financial statements.

Our client is an equal-opportunity employer that welcomes and encourages diversity in the workplace. It does not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.