Revenue Growth Financial Analyst II Details

Revenue Growth Financial Analyst II

HD Vest - Dallas, TX

Employment Type : Full-Time

Blucora has a bold aspiration: we are committed to giving all people the tools needed to lead healthy financial lives - tools often reserved for the wealthy.

We now turn to the next leg, developing the technological tools that make our vision of financial health for all a reality. Atypical for the financial services industry, we take a contemporary approach to strategy and product development that is founded in user insights, rapid testing and a singular focus on driving end-user value.

Since charting new territory on a daily basis is part of everyone's job at Blucora, we've attracted team members who thrive on the challenge, encourage each other, and are passionately committed to the goal. If you agree that problem- solving is a team sport, and feel energized by a good debate, deep dive research, or a fun night out with colleagues, we might be the right firm for you!

Position Summary

Avantax Wealth Management, a subsidiary of Blucora and sister company to TaxAct is seeking a Revenue Growth Financial Analyst that will be responsible for collaborating with multiple business leaders and executives to understand and analyze the key revenue growth drivers and help to advise on strategies to reach optimal revenue growth potential in all areas of the organization. The person in this role will serve as a trusted advisor to both the Director and the VP of Finance and the Avantax senior leadership team in many key business decisions with financial impacts. Success in this role requires an ability to gather and analyze complex data, form conclusions, and present recommendations that directly influence strategic and tactical decision making for all areas of the company. The role will support developing a best in a class forecasting model that is automated, sustainable, and reliable, and build effective relationships at all levels of the organization to ensure accurate knowledge of business and up to date factors that drive change.

Essential Duties and Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Create financial capabilities and framework necessary to provide currently missing financial planning and forecasting abilities and forward-looking modeling.

• Create tools necessary to produce “data” necessary to understand the company’s financial health in addition to providing the financial intelligence on products and services, the competitive landscape, regulatory complexities, etc.

• Proactively work with business leaders of the company to understand the financial tools and data that they require to maximize results, provide them with these tools and serve as an evangelist to gain their understanding and cooperation in embracing these new tools.

• Assist the Manager of Finance in developing and maintaining a multi-year strategic financial plan and annual operating and capital budgets.

• Develop and maintain business models for existing and new product offerings. Will assist in market sizing, competitive analysis, and industry research in support of business models.

• Create new reporting metrics necessary to provide new information to business heads necessary for profitably growing their business segments.

• Participate in the Accounting close process, working closely with Accounting and business leaders to ensure complete and accurate financials.

Education and Experience

• Ideally seeking 3+ or more years of experience and currently working for a large/prominent broker-dealer or wirehouse.

• BS Degree in Accounting, Finance, Economics, Mathematics, Data Analytics or related fields; An MBA or advanced Finance certification is a plus.

• Advanced experience and proficiency in excel and PowerPoint. Experience with a data visualization tool such as Tableau or Power BI a plus.

• Must possess a broad financial background including experience with financial planning, budgeting, and forecasting.

• Capable of listening to people, being respectful of their opinions, and a proactive ability to serve as an evangelist for change/improvement.

• An ability to understand complex business concepts and to be able to make good judgments when faced with choices.

• Possess urgency for results and a bias for action.

• Leadership skills and ability to gain trust.

• Team player with ego under control. Collaborative in seeking the opinions of others, but, capable of influencing them when appropriate.

• Initiative to make the company’s financial organization a respected resource.

Comprehensive Benefits

We offer a competitive salary, outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.

#Avantax

At Blucora, we believe our work benefits from the diverse perspectives of our employees. As such, Blucora welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Blucora, you can expect a supportive, open and inclusive atmosphere and a team that values your contributions.

Blucora, Inc. and its subsidiaries, Avantax Wealth Management, Avantax Planning Partners (formerly HK Financial Services), and TaxAct are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law. Blucora, considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to know basis or as required by law. If you need assistance or an accommodation due to a disability, you may contact us at HR@Blucora.com or by calling 972-870-6000 to speak with a member of the HR Talent Acquisition team.

Job Type: Full-time