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Senior Financial Analyst (FP&A)

HighTower Advisors
Chicago, Illinois, US
Full-time

Our Story

Be one of the first applicants, read the complete overview of the role below, then send your application for consideration.

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 is looking for a Senior Analyst to join our growing Financial Planning & Analysis (FP&A) team. The FP&A team uses financial and operational data to support strategy development, drive growth initiatives and identify efficiencies in the organization.

The team collaborates across the organization to support informed decision-making and strategy execution.

What You’ll Do

You will bring a blend of financial and analytical capabilities. You will aid the FP&A team in building and improving processes that drive the organization to scale at a pace required to support top-line growth.

You will collaborate within the Finance team and across the organization to support financial and strategic planning, monthly and quarterly financial close processes, and building and analyzing business performance metrics.

  • Manage important elements of the financial close, reporting, forecasting, and annual strategic planning processes
  • Support decision-making across the organization by building financial models and providing a financial & analytical perspective
  • Provide a fresh perspective on current processes and a willingness to ask challenging questions and suggest alternative solutions
  • Complete ad hoc analyses and special projects for senior management
  • Analyze the financial performance of the company to identify main reasons for growth or opportunities for increased operational effectiveness
  • Ownership of presentation materials for investors, Board of Directors, and senior management

What You’ll Bring

  • Bachelor’s degree in finance or equivalent experience
  • Solid baseline of financial concepts, financial modeling capabilities, and an understanding of core financial statements
  • Proficient in Excel and PowerPoint. Experience with other data processing / visualization tools a plus (Tableau, Alteryx, etc.)

What We Offer

  • 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

AN EQUAL OPPORTUNITY EMPLOYER : Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

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.

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8 days ago
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