Financial Analyst - Operations

Hernandez Advisors manages assets for more than 200,000 clients through 120 offices. Regulatory oversight is constant, and the compliance department is one of the largest in the company. Quarter-end is busy, and everyone helps with client review prep.

The role:

Hernandez Advisors is looking for a Financial Analyst - Operations to join a small, steady team. We want an analyst who can explain why the numbers moved, in plain language, to people who do not work in finance. Hybrid. You will need to be in Great Falls at least two days per week.

What you'll be doing:

• Model pricing changes, capital projects and new business cases
• Update KPIs such as gross margin, CAC and revenue per employee
• Improve forecasting processes and cut manual steps out of the model
• Partner with department heads to understand spending and headcount plans
• Develop dashboards in Power BI or Tableau for leadership

Qualifications:

• 3+ years of FP&A, corporate finance or public accounting experience
• Experience building budgets and forecasts
• Strong attention to detail in large models
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Bachelor's degree in finance, accounting or economics
• Comfortable presenting to non-finance managers
• Working knowledge of accounting and how the three statements connect

Pay range: $76,000 to $89,000 a year. Final offer will depend on experience.

What you get:

• Medical, dental and vision insurance
• 401(k) with a 100% match up to 5%
• Paid holidays
• Flexible spending account
• Health insurance
• Annual bonus

EOE. We participate in E-Verify.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Hernandez Advisors LLC.