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Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, and still run by its original founders, Scott Hanson and Pat McClain, Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2022.SUMMARY: The primary responsibility of the position is to support firm-wide reporting and analysis to motivate advisors to accelerate organic and acquisition growth. This role works as a strategic partner to help Finance deliver business goals by providing solutions that include automation, data, and technology considerations (with an initial elevated focus on Incentive Compensation systems and data). This role also emphasizes collaboration and the building of cross-functional ownership and accountability across the firm. This is a full-time, hybrid position. Applicants must be able to work in the Addison/Dallas, TX office. This is an Exempt position, and the salary range is $115K to $135K. DUTIES AND RESPONSIBILITIES: 1. Operational Process and Technology Improvement Work across Finance to implement new processes and improve the efficiency of the business, leveraging technology to eliminate manual work Develop the business requirements and priorities in all aspects relating to Finance systems improvement Help implement technology solutions to create scalable and efficient workflows across finance and the business more broadly Optimize how data is used and managed across the function, and where necessary, work to support Analytics & Insights, Corporate Finance, and Accounting 2. Incentive Compensation Management Operate as the Finance lead on all compensation plan design, financial modeling, and analysis 3. Other Key Initiatives Work with others to develop project plans and strategic planning material for key initiatives for use with key stakeholders, board members, and business leaders Lead business analysis and reporting on re-pricing initiatives Prepare new compensation agreements and structure documentation 4. Strategic Planning Work closely with the VP of Strategic Planning and others on strategic projects QUALIFICATIONS: Bachelor’s degree with minimum four years working in financial and strategic planning, with experience implementing Finance systems Strong operational capability, with ability to manage projects, timelines and budgets, effective customer management skills Critically analyze and assess the adequacy of internal controls and opportunities for process improvements and efficiency gains Collaborative individual and self-starter who excels at learning new processes and business functions Process-oriented with well-developed critical thinking skills Excellent verbal and communication skills CRM experience preferred The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. BENEFITS We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (HMO, PPOs and HDHP with HSA) plans and Kaiser (HMO and HDHP with HSA) plans for California associates Dental insurance with MetLife Vision insurance with VSP Optional supplemental benefits Healthcare savings accounts with company contribution Flexible spending accounts Flexible working arrangements Generous 401K contributions Exempt associates qualify for our flexible paid time off policy. Non-Exempt associates will receive 25.5 days of paid time off annually, which includes holidays, during the first three years of employment. Option to participate in our Equity Purchase Program Future growth opportunities within the company In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture. Benefits are available to full-time associates who work more than 30 hours a week. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job. Allworth Financial participates in E-Verify. Click here for more information. California residents, click here for our privacy policy.
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