Financial Analyst II

Overview

A financial services organization is seeking a Financial Analyst II to support corporate finance functions including financial analysis, economic assessments, and strategic planning. This full-time role is based in either Oakdale, MN or Scottsdale, AZ and requires a hybrid work schedule with at least four days per week in the office.

Responsibilities

• Develop and maintain detailed financial models to support business development and strategic planning
• Analyze financial and economic performance of business opportunities by examining revenue streams and cost structures
• Independently determine optimal data analysis approaches and resolve complex issues
• Work with large datasets to generate analytics that inform business decisions
• Create and deliver reports on Advisor loan programs tailored to various audiences, including executive leadership
• Monitor Advisor terminations and develop reporting tools to support business discussions
• Respond to inquiries from internal and external clients regarding profitability, transactions, and reconciliations
• Assist with moderate to complex special projects, providing analysis and strategic recommendations to senior management
• Build and maintain strong working relationships across business units
• Perform other duties as assigned to support organizational goals

Requirements

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field from an accredited university
• 3-5 years of experience in finance, business analysis, or related roles
• Experience with financial/reporting systems such as Microsoft Power BI, Microsoft SQL Server, or Salesforce
• Advanced proficiency in Microsoft Office, especially Excel and PowerPoint
• Intermediate to advanced skills in financial modeling and analysis
• Strong analytical skills with the ability to identify key trends and drivers
• Excellent written and verbal communication skills
• Proven ability to manage multiple projects in a fast-paced environment
• Self-motivated with proactive problem-solving capabilities
• Ability to work independently and collaboratively within a team

Compensation & Benefits

• Competitive salary range of $70,000 to $85,000 annually plus performance-based bonuses
• Comprehensive health, vision, and dental insurance plans
• 401(k) retirement savings plan with company matching
• Paid time off and paid volunteer days
• Opportunities for professional development and career growth
• Collaborative and innovative work environment

Location

• Oakdale, Minnesota or Scottsdale, Arizona (hybrid schedule requiring minimum four days in office per week)