Associate Vice President, Corporate FP&A

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function:

The Corporate FP&A team at D.A. Davidson is looking for a strong senior candidate to join their team. In this role, you will be responsible for supporting the broader organization with insight driven reporting, forecasting & budgeting, along with any additional activities which help guide sound financial decision making. The ideal candidate will have a strong background in finance knowledge, excellent communication skills, sound technical skills and high attention to detail. The ability to take initiative and interact effectively with business partners at all levels of the organization is highly desired.

• Bachelor’s degree in accounting or finance or a minimum of 5- 7 years of relative professional experience in budgeting and financial statement preparation.
• Strong analytical and decision-making skills, attention to detail and organizational skills.
• Strong oral and written communications and human relation skills. The ability to relate well to all levels of management.
• Ability to function in an automated accounting environment. Highly proficient in computer software applications (Microsoft Office, Excel and Word).
• Ability to work effectively within in strict time constraints and pressure situations.
• Strong project management skills with experience leading team initiatives.
• Ability to work independently and sometimes with ambiguity in a fast-paced environment.
• Understanding of department policies and procedures.
• Strong problem solving and decision-making skills.
• Follow policies and procedures.
• Highly motivated, proactive, high integrity, positive attitude, problem solver.
• Ability to travel (infrequent).
• Maintain client confidentiality.
• Ability to communicate in a clear, service-oriented manner and use appropriate, professional language and grammar to effectively exchange ideas and information
• Ability to proactively work with both external and internal clients
• Ability to relate with others in a professional manner to accomplish work responsibilities and objectives
• Ability to maintain regular, predictable attendance

• Help lead in the preparation of monthly and quarterly financial statements for the firm (and potentially specific company divisions when needed) for release to the management committee, the Board of Directors, company shareholders, senior management, and the branch managers. Duties include:
• Collect and compile statistical information including, but not limited to employee statistics, asset values/increases and share data.
• Retrieve the complete financial workbook through the financial database, Adaptive Planning, examine for accuracy and update all statistical data.
• Help prepare the Executive Summary. This is a narrative explaining and analyzing the current financial results by business segment relative to the prior year levels and current budget. Explain underlying variances, trends and themes.
• Assist in creating periodic performance reporting packages to leadership as needed
• Answer any and all questions regarding the financial results presented in the reports and presentation.
• Help lead the annual corporate budgeting process to contribute the financial goals of the overall company. Correspond directly with senior leadership to assist them in achieving targeted performance objectives through financial analysis of area operations and prudent expense control.
• Assist in the preparation of financial information required for the Board of Directors meetings. 
• Assist senior management in analyzing business acquisition opportunities using profitability analysis and projections.
• Identify areas of improvement and have a point of view towards a logical solution.
• Participate in annual and quarterly peer group compensation/benefit surveys. 
• Other duties, projects, and ad hoc analysis as necessary.

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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