What are the responsibilities and job description for the Financial Analyst, FP&A position at Hightower Advisors?
Our Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
Hightower’s Financial Planning & Analysis (FP&A) team supports Hightower Corporate & Field teams by leveraging financial and operational data to create annual budgets, drive growth initiatives, benchmark success, and evaluate financial performance & organizational growth.
Reporting to the Manager of FP&A, you will bring a blend of financial & analytical capabilities and strong communication skills. This position will aid the FP&A team in building and improving processes that drive business performance and scale while supporting the top-line growth of the organization. This individual will collaborate within the Finance team and across the organization to support financial and strategic planning, monthly and quarterly financial close processes, and building & analyzing business performance metrics.
What You’ll Do
Financial Processes
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
Hightower’s Financial Planning & Analysis (FP&A) team supports Hightower Corporate & Field teams by leveraging financial and operational data to create annual budgets, drive growth initiatives, benchmark success, and evaluate financial performance & organizational growth.
Reporting to the Manager of FP&A, you will bring a blend of financial & analytical capabilities and strong communication skills. This position will aid the FP&A team in building and improving processes that drive business performance and scale while supporting the top-line growth of the organization. This individual will collaborate within the Finance team and across the organization to support financial and strategic planning, monthly and quarterly financial close processes, and building & analyzing business performance metrics.
What You’ll Do
Financial Processes
- Execute established protocols within the financial close, reporting, forecasting, and annual strategic planning processes
- Build and automate reporting capabilities for key deliverables, including forecasts, annual planning, and cross-functional reporting
- Deliver monthly and quarterly analysis with insights on business performance to organizational leadership, investors, and Board of Directors
- Analyze the financial performance of the company to identify key drivers of growth or opportunities for increased operational effectiveness
- Build assumptions-driven financial models
- Support decision-making at the executive level through the development and execution of ad-hoc financial models.
- Leverage large datasets to develop insights and drive business outcomes.
- Drive continual process improvement particularly within our reporting tools, leveraging best practices, standardization, and automation to scale the business.
- Bachelor’s degree in finance or equivalent experience
- 1-2 years of experience in a financial analytics environment with experience in corporate finance and business strategy
- Relevant experience includes Corporate Finance, M&A advisory, financial consulting, or other analytically driven roles
- Baseline of financial concepts, financial modeling capabilities, and an understanding of core financial statements
- Highly proficient in Excel and PowerPoint. Experience with other data processing / visualization tools a plus (Tableau, Alteryx, etc.)
- Ability to work independently and adapt quickly to new systems and processes
- Solid written and active communication skills
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- Mother’s lounge onsite
- Flexible PTO plan
- Hybrid model work schedule (50% in office)
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
