Analyst, Finance

Job Description

Job Description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple : always put the client first.

We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska : Carson Wealth, Carson Coaching and Carson Partners.

We provide coaching and partnership services to advisor firms and straightforward financial advice to the investing public.

We all share a common mission to be the most trusted in financial advice.

Who We Want

As a Financial Analyst on our FP&A team, you will work closely with senior leaders, contribute to strategic initiatives, and make a tangible impact on our business.

This is your opportunity to grow in a fast-paced, high-energy environment where your ideas and insights will shape the future of our company.

We’re seeking a highly analytical and driven individual who thrives in a fast-paced environment. The ideal candidate is detail-oriented, proactive, and eager to contribute to strategic decision-making.

They should have strong financial acumen, excellent communication skills, and the ability to turn complex data into clear, actionable insights.

If you're passionate about problem-solving, enjoy working collaboratively across teams, and are excited by the opportunity to grow with a high-performance company, we want to meet you.

What To Expect

• Financial Forecasting & Budgeting : Assist in developing accurate financial forecasts and budgets, working closely with department heads to ensure alignment with company goals.
• Performance Reporting : Analyze financial performance by preparing reports and dashboards that track key performance indicators (KPIs) and highlight trends for senior management.
• Variance Analysis : Investigate and explain variances between actual results and forecasts / budgets, providing actionable insights to help improve financial performance.
• Scenario Modeling : Develop and maintain financial models to evaluate the potential impact of different business scenarios, helping leadership make informed decisions.
• Strategic Planning Support : Contribute to the development of long-term strategic plans by providing financial models and analyses that support corporate objectives.
• Ad Hoc Analyses : Perform detailed financial analyses on special projects, such as growth opportunities, capital investments, or cost-reduction initiatives.
• Collaboration with Stakeholders : Work closely with cross-functional teams (e.g., operations, sales, marketing) to ensure financial accuracy and support key business decisions.

What You Need

• Educational Background : Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Analytical Skills : Strong quantitative and analytical abilities, with experience in financial modeling, forecasting, and variance analysis.
• Technical Proficiency : Advanced Excel skills (e.g., pivot tables, complex formulas). Experience with financial software / tools (e.

g., Adaptive Planning, Hyperion, SAP) a plus.

• Attention to Detail : High degree of accuracy in preparing and analyzing financial data, with a keen eye for identifying trends, discrepancies, and opportunities.
• Communication Skills : Ability to clearly communicate complex financial concepts to both finance and non-finance stakeholders, including senior leadership.
• Problem-Solving Abilities : Strong critical thinking and problem-solving skills to assess financial issues and propose solutions.
• Collaboration & Teamwork : Experience working in cross-functional teams and collaborating with various departments to drive financial initiatives.
• Time Management & Organizational Skills : Ability to manage multiple tasks and deadlines in a fast-paced environment, prioritizing effectively to meet business needs.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment.

This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living.

Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.