Job Description:

The primary purpose of the position is to assist operations in the preparation of the annual financial budget and recurring forecasts, and to provide a basis for sound financial decision making through effective financial analysis and reporting. The individual should be able to work independently, provide guidance and leadership to other analysts, communicate effectively, both orally and in writing, and demonstrate good judgment when working with peers and management.

Essential Job Functions:

• Serve as the primary contact for assigned operating units’ in support of all financial analyses, reporting, forecasting and budgeting activities.   


• Provide monthly analysis of revenue and expense variances to budget and forecast.   Report reasons for such variances, how they relate to any changes to the current forecast and identify/recommend solutions where appropriate.


• Coordinate the development of the forecasts and budget.  Work with units on training for budgeting and forecasting activities as necessary and challenge/analyze submitted results for reasonableness, accuracy and completeness.   Support further development of and make recommendations for improvement to the budgeting and forecasting process.


• Coordinate, summarize, and develop presentations of actual results, forecasts/budget results, and other special analysis that as requested. 


• Provide analytical assistance on special projects such as pricing studies, product profitability, and other critical corporate initiatives.


• Support the development of a long-range financial plan.  Required deliverables include preparation of income statement, cash flow statement, and balance sheet.  Must be able to incorporate organizations strategic initiatives into delivered pro-forma’s, and to document and discuss assumptions used in preparation. 


• Should be familiar with standard financial management methodologies, such as discounted cash flows, capital budgeting, and financial statement analysis.


• Assist in reviewing baseline costs to identify potential cost savings and resource needs.

Education/Experience Requirements:

• Bachelors degree or equivalent experience required. CPA, MBA, or other advanced degree preferred. 


• Eight or more years of relevant work experience. 


• Strong working knowledge of software(e.g. Excel, Access, PowerPoint, Workday/Adaptive/OfficeConnect).

Working Conditions:

• Hybrid work environment.


• Some travel required.

For work that is performed in CA, CO, New York, NY and WA, the chart below outlines the proposed salary range for the corresponding location. In addition to location, actual compensation is based on various factors, including but not limited to, the candidate’s skill set, level of experience, education, and internal peer compensation comparisons.

California: Minimum Salary $115,200, Maximum Salary $227,500

Colorado: Minimum Salary $104,500, Maximum Salary $189,600

New York, NY: Minimum Salary $125,400, Maximum Salary $227,500

Washington: Minimum Salary $104,500, Maximum Salary $218,100

#LI-Hybrid

To be considered for this position, please submit an application.

The information provided above has been designed to indicate the general nature and level of work of the position. It is not a comprehensive inventory of all duties, responsibilities and qualifications required.

Please note: If the “Apply Now” button on a job board posting does not take you directly to the FINRA Careers site, enter www.finra.org/careers into your browser to reach our site directly.

FINRA strives to make our career site accessible to all users. If you need a disability-related accommodation for completing the application process, please contact FINRA’s accommodation help line at 240.386.4865. Please note that this number is exclusively for inquiries regarding application accommodations.

Employees may be eligible for a discretionary bonus in addition to base pay. FINRA provides comprehensive health, dental and vision insurance.  Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.  FINRA offers immediate participation and vesting in a 401(k) plan with company match and eligibility for participation in an additional FINRA-funded retirement contribution, tuition reimbursement and many other benefits. 

Time Off and Paid Leave*

FINRA encourages its employees to focus on their health and wellness in many ways, including through a generous time-off program of 15 days of paid time off, 5 personal days and 9 sick days (all pro-rated in the first year). Additionally, we are proud to support our communities by providing two volunteer service days (based on full-time schedule). Other paid leave includes military leave, jury duty leave, bereavement leave, voting and election official leave for federal, state or local primary and general elections, care of a family member leave (available after 90 days of employment); and childbirth and parental leave (available after 90 days of employment). Full-time employees receive nine paid holidays.

*Based on full-time schedule

Important Information

FINRA’s Code of Conduct imposes restrictions on employees’ investments and requires financial disclosures that are uniquely related to our role as a securities regulator. FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. All of those accounts are subject to the Code’s investment and securities account restrictions, and new employees must comply with those investment restrictions—including disposing of any security issued by a company on FINRA’s Prohibited Company List or obtaining a written waiver from their Executive Vice President—by the date they begin employment with FINRA. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.

You can read more about these restrictions here.

As standard practice, employees must also execute FINRA’s Employee Confidentiality and Invention Assignment Agreement without qualification or modification and comply with the company’s policy on nepotism.

Search Firm Representatives

Please be advised that FINRA is not seeking assistance or accepting unsolicited resumes from search firms for this employment opportunity. Regardless of past practice, a valid written agreement and task order must be in place before any resumes are submitted to FINRA. All resumes submitted by search firms to any employee at FINRA without a valid written agreement and task order in place will be deemed the sole property of FINRA and no fee will be paid in the event that person is hired by FINRA.

FINRA is an Equal Opportunity and Affirmative Action Employer

All qualified applicants will receive consideration for employment without regard to age, citizenship status, color, disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, veteran status or any other classification protected by federal state or local laws as appropriate, or upon the protected status of the person’s relatives, friends or associates.

FINRA abides by the requirements of 41 CFR 60-741.5(a). This regulation prohibits discrimination against qualified individuals on the basis of disability, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified individuals with disabilities.

FINRA abides by the requirements of 41 CFR 60-300.5(a). This regulation prohibits discrimination against qualified protected veterans, and requires affirmative action by covered prime contractors and subcontractors to employ and advance in employment qualified protected veterans.

©2020 FINRA. All rights reserved. FINRA is a registered trademark of the Financial Industry Regulatory Authority, Inc.

Apply Now