Financial Analyst, Corporate FP&A

$75,000 - $110,000/Yr

D.A. Davidson Companies - Denver, CO

Full-time - Mid Level

Denver, CO

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Financial Analyst in Corporate FP&A at D.A. Davidson Companies is responsible for providing insight-driven reporting, forecasting, and budgeting to support sound financial decision-making across the organization. The role requires strong corporate finance knowledge, excellent communication skills, and the ability to interact effectively with business partners at all levels. The ideal candidate will have a keen attention to detail and the initiative to identify areas for improvement.

Responsibilities

• Support the business through budgeting, forecasting, and related insight-driven reporting.
• Identify areas of improvement and propose logical solutions.
• Keep the organization informed of industry trends and peer performance.
• Compile industry and census-related surveys.
• Develop, validate, and explain financial trends, variances, and performance with effective commentary.
• Generate monthly reporting packages for executive and senior management.
• Perform other duties, projects, and ad hoc analysis as necessary.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field preferred.
• 1-2 years of finance-related experience, preferably in the financial services industry.
• Excellent interpersonal skills with a proven ability to establish successful cross-departmental relationships.
• Strong project management skills with experience in team participation.
• Ability to work independently and manage ambiguity in a fast-paced environment.
• Intermediate to advanced forecasting, modeling, and data analysis skills.
• Proficient in MS Office with advanced Microsoft Excel skills, including pivot tables and advanced formulas.
• Experience with finance and business intelligence tools such as Adaptive Insights, Great Plains, Workday, PowerBI, and Tableau.
• Strong business writing skills.

Nice-to-haves

• Experience in the financial services industry.
• Proficiency in additional finance and business intelligence tools.

Benefits

• Paid holidays
• Health insurance
• Dental insurance
• 401(k)
• Tuition reimbursement
• Parental leave
• Vision insurance
• 401(k) matching
• Employee stock ownership plan