FP&A Analyst

FP&A Analyst
Reports to: CFO
Status: Exempt
As a Financial Analyst at Apollon Wealth Management, you will play a critical role in providing insightful financial analysis, supporting strategic decision-making, and assisting in the financial health of our organization. You will work closely with cross-functional teams and leadership to support financial performance and growth.
Responsibilities:

• Assist the company and partner advisors in modeling and evaluating investment opportunities, mergers, and acquisitions
• Support advisor recruitment efforts through preparation of proforma financial statements
• Assist with the annual budget process, quarterly projection process, and monthly variance analysis
• Create performance dashboards, especially profitability reports by various segments including but not limited to: investment subsidiary, advisor, department, etc.
• Setup and assess key performance indicators (both financial and statistical), financial ratios, and other benchmarking metrics as needed
• Collect, consolidate, and validate financial data from multiple sources
• Develop and implement data quality controls
• Perform sensitivity and scenario analysis
• Prepare and present financial analysis reports and findings to senior management
• Communicate complex financial information effectively
• Analyze costs and expenses to identify cost-saving opportunities
• Assist in cost allocation and optimization efforts
• Stay updated on industry trends, economic conditions, and competitive landscape
• Provide insights on market dynamics that may impact financial performance
• Ad hoc analysis and modeling responsibilities as required

Skills and Experience:

• Bachelor's degree in Finance, Accounting, Economics, or related field (Master's degree or relevant certification is a plus)
• Sage Intacct or other ERP planning software experience is a plus
• Proven experience as a Financial Analyst or related role
• Strong proficiency in financial modeling and analysis
• Proficiency in financial software and Microsoft Excel
• Excellent analytical and problem-solving skills
• Effective communication and presentation skills
• Attention to detail and a commitment to accuracy
• Ability to work independently and as part of a team

Background check required for all employees
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