Financial Analyst - Los Angeles, United States - Aspiriant

Aspiriant Los Angeles, United States

3 weeks ago

Description

What we are looking for

–

Aspiriant is a leading independent wealth management firm, advising ~2,100 clients with ~$13 billion in assets under management across eleven offices in the United States.

We recognize and respect the value and contributions of each team member to the overall success of our company, and we strive to cultivate a work environment that strikes a balance between our professional and personal lives.

The FP&A Analyst has the opportunity to work directly with senior managers of the firm and make a difference in the financial outcomes of the organization.

As an FP&A expert, you will play an important role in the Finance Department. Your responsibilities will include providing financial insights and projections to the finance team and various business partners. You will engage in analysis important for decision-making and planning. This is a hybrid role.

You will –
Help prepare Executive and Board of Directors financial packages that provide insightful analysis, identify required action items, and effectively frame decisionsto be made
Provide support to others on the Finance team related to revenue, expenses, and general financial metrics in a timely manner
Assist with preparing revenue and expense accruals, and providing P&L variance explanations to budget and forecasts
Assist in critical aspects of billing and consolidated reporting responsibilities
Prepare elements of budgets and forecasts, variance analyses, long-term planning, and risk/opportunity assessments
Identify areas for revenue opportunities and cost improvements
Work closely with different departments of the firm in understanding their business, supporting their initiatives, and general financial inquiries
Identify and research variances to forecast, budget, and prior-year
Track historical data for long term reporting and analytics

You are –
Someone with a high level of commitment to ethics, privacy, integrity, and compliance
Experienced in developing financial reports and metrics
Able to adapt to changing, fast-paced environment
Able to meet deadlines with minimal supervision
Possessing superb attention to detail and ability to successfully manage multiple contending priorities while maintaining a view of the big picture
Someone with demonstrated ability to communicate well with others through effective verbal and written communication

We want –
Bachelor's Degree (Accounting, Business, Finance related preferred)
3+ years of financial reporting/analytics experience
General knowledge of accounting and finance fundamentals
Familiarity with Accounting tools such as NetSuite or MS Dynamics 365
Database experience using business intelligence tools such as Tableau and extracting and joining data across various systems of record
Excellent Excel, Word, and Powerpoint skills
Experience developing financial reports and metrics

We offer –
Collaborative fun environment
401(k) with company match
Bonus program
Competitive company contribution to medical benefits
Flexible work arrangements
Continuing education assistance program

We are –
ASPIRIANT IS A leading independent wealth management firm.
We recognize, respect

and value

the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives.

Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success.

Aspiriant is committed to diversity, and as an equal opportunity employer, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information or any other factor that is not related to the position.

To Apply
Applicants should go to , select the 'Careers' link in the footer search for open positions. From there attach a cover letter and resume for consideration.

Aspiriant is an Equal Opportunity Employer and follows the guidelines for any applicable Fair Chance Ordinances.

Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions.

There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

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