| Location | Scottsdale, AZ |
Job Description We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can…" /> Financial Analyst @ Beacon Pointe Advisors LLC
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Financial Analyst
Scottsdale, AZ
Job Description We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can…","html_description":"
Job Description
We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can manage multiple priorities while delivering accurate and timely financial reporting.
Responsibilities
Assist Director in administering Solver, which is an enterprise financial reporting and budgeting software.
Become skilled in all aspects of Solver and be the primary backup to the Director.
Assist CAO in administering Carta, which is an enterprise equity management software.
Become skilled in all aspects of Carta and assume the Sr. Administrator role.
Maintain copy of enterprise cap table.
Add/Update Member equity.
Upload tax and equity documents to Member accounts.
Upload Member quarterly tax distributions and estimated taxable income.
Address all Carta-related inquiries from Members.
Assist Controller with managing and computing quarterly Member tax distributions and estimated taxable income.
Become skilled in all aspects of managing the tax schedule that determines quarterly taxable income & distributions to Members and assume full responsibility from Controller.
Coordinate with third party Tax Partner to align tax schedule with their reporting.
Assist Director in preparing monthly and quarterly financial reports.
Assist local offices with monthly and quarterly P&L review.
Assist Director with financial models, forecasts, budgets, and variance analyses to support strategic business decisions.
Mine, analyze, and interpret large datasets to identify trends, risks, and opportunities.
Collaborate with cross-functional departments to gather financial and operational data for reporting and planning purposes.
Support month-end and year-end financial close activities by partnering with the accounting team.
Identify process improvement opportunities and implement efficiencies within financial reporting and analysis.
Assist with special projects, ad hoc financial analysis, and executive presentations as needed.
Qualifications
Bachelor's degree in Finance, Economics, or a related business discipline.
3-5 years of experience in financial analysis, corporate finance, FP&A, or a related field.
Advanced proficiency in Microsoft Excel, including:
Pivot Tables
XLOOKUP/VLOOKUP
INDEX/MATCH
Complex formulas
Financial modeling
Data analysis and reporting
Strong analytical, quantitative, and problem-solving abilities.
General understanding of accounting principles and financial reporting processes.
Experience working with ERP systems and financial reporting tools is preferred.
Excellent written and verbal communication skills with the ability to present financial information to senior management.
Ability to prioritize multiple projects and meet deadlines in a demanding environment.
Preferred Skills & Competencies
Success Factors
The successful candidate will consistently produce accurate financial analyses, effectively communicate complex financial information to senior leadership, manage multiple priorities with precision, and contribute to data-driven decision-making across the organization.
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
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Notice of Use of Automated Screening Technology
California Candidate Privacy Notice
Questions
For questions about this notice or our use of automated screening technology, contact: info-humanresources@beaconpointe.com.
Beacon Pointe Advisors
24 Corporate Plaza Drive, Suite 150
Newport Beach, CA 92660
This notice supplements, and does not replace, any privacy notices or applicant privacy disclosures provided in connection with your application.
I confirm that I have read and understand the above Notices.
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Job Description
We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can manage multiple priorities while delivering accurate and timely financial reporting.
Responsibilities
Assist Director in administering Solver, which is an enterprise financial reporting and budgeting software.
Become skilled in all aspects of Solver and be the primary backup to the Director.
Assist CAO in administering Carta, which is an enterprise equity management software.
Become skilled in all aspects of Carta and assume the Sr. Administrator role.
Maintain copy of enterprise cap table.
Add/Update Member equity.
Upload tax and equity documents to Member accounts.
Upload Member quarterly tax distributions and estimated taxable income.
Address all Carta-related inquiries from Members.
Assist Controller with managing and computing quarterly Member tax distributions and estimated taxable income.
Become skilled in all aspects of managing the tax schedule that determines quarterly taxable income & distributions to Members and assume full responsibility from Controller.
Coordinate with third party Tax Partner to align tax schedule with their reporting.
Assist Director in preparing monthly and quarterly financial reports.
Assist local offices with monthly and quarterly P&L review.
Assist Director with financial models, forecasts, budgets, and variance analyses to support strategic business decisions.
Mine, analyze, and interpret large datasets to identify trends, risks, and opportunities.
Collaborate with cross-functional departments to gather financial and operational data for reporting and planning purposes.
Support month-end and year-end financial close activities by partnering with the accounting team.
Identify process improvement opportunities and implement efficiencies within financial reporting and analysis.
Assist with special projects, ad hoc financial analysis, and executive presentations as needed.
Qualifications
Bachelor's degree in Finance, Economics, or a related business discipline.
3-5 years of experience in financial analysis, corporate finance, FP&A, or a related field.
Advanced proficiency in Microsoft Excel, including:
Pivot Tables
XLOOKUP/VLOOKUP
INDEX/MATCH
Complex formulas
Financial modeling
Data analysis and reporting
Strong analytical, quantitative, and problem-solving abilities.
General understanding of accounting principles and financial reporting processes.
Experience working with ERP systems and financial reporting tools is preferred.
Excellent written and verbal communication skills with the ability to present financial information to senior management.
Ability to prioritize multiple projects and meet deadlines in a demanding environment.
Preferred Skills & Competencies
Success Factors
The successful candidate will consistently produce accurate financial analyses, effectively communicate complex financial information to senior leadership, manage multiple priorities with precision, and contribute to data-driven decision-making across the organization.
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
Job Description We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can…","html_description":"
Job Description
We are seeking a meticulous and analytical Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will possess strong financial analytical skills, advanced proficiency in Microsoft Excel, and the ability to communicate financial insights effectively to senior leadership. This role requires a highly organized professional who can manage multiple priorities while delivering accurate and timely financial reporting.
Responsibilities
Assist Director in administering Solver, which is an enterprise financial reporting and budgeting software.
Become skilled in all aspects of Solver and be the primary backup to the Director.
Assist CAO in administering Carta, which is an enterprise equity management software.
Become skilled in all aspects of Carta and assume the Sr. Administrator role.
Maintain copy of enterprise cap table.
Add/Update Member equity.
Upload tax and equity documents to Member accounts.
Upload Member quarterly tax distributions and estimated taxable income.
Address all Carta-related inquiries from Members.
Assist Controller with managing and computing quarterly Member tax distributions and estimated taxable income.
Become skilled in all aspects of managing the tax schedule that determines quarterly taxable income & distributions to Members and assume full responsibility from Controller.
Coordinate with third party Tax Partner to align tax schedule with their reporting.
Assist Director in preparing monthly and quarterly financial reports.
Assist local offices with monthly and quarterly P&L review.
Assist Director with financial models, forecasts, budgets, and variance analyses to support strategic business decisions.
Mine, analyze, and interpret large datasets to identify trends, risks, and opportunities.
Collaborate with cross-functional departments to gather financial and operational data for reporting and planning purposes.
Support month-end and year-end financial close activities by partnering with the accounting team.
Identify process improvement opportunities and implement efficiencies within financial reporting and analysis.
Assist with special projects, ad hoc financial analysis, and executive presentations as needed.
Qualifications
Bachelor's degree in Finance, Economics, or a related business discipline.
3-5 years of experience in financial analysis, corporate finance, FP&A, or a related field.
Advanced proficiency in Microsoft Excel, including:
Pivot Tables
XLOOKUP/VLOOKUP
INDEX/MATCH
Complex formulas
Financial modeling
Data analysis and reporting
Strong analytical, quantitative, and problem-solving abilities.
General understanding of accounting principles and financial reporting processes.
Experience working with ERP systems and financial reporting tools is preferred.
Excellent written and verbal communication skills with the ability to present financial information to senior management.
Ability to prioritize multiple projects and meet deadlines in a demanding environment.
Preferred Skills & Competencies
Success Factors
The successful candidate will consistently produce accurate financial analyses, effectively communicate complex financial information to senior leadership, manage multiple priorities with precision, and contribute to data-driven decision-making across the organization.
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation's largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron's, and more. For more information, please visit Awards Disclosures.
","url":"/job/1050043/financial-analyst","joblink_url":"https://beacon-pointe-advisors-llc.primepay-recruit.com/job/1050043/financial-analyst","posted_at":"2026-08-17T11:25:53-07:00","location":"Scottsdale, AZ","location_info":{"country":"US","address":"","city":"Scottsdale","state":"AZ","zipcode":""},"job_code":false,"category":null,"enable_application_address_completion?":false,"allow_job_board_applications":false,"collect_linkedin_profile?":true,"is_address_enabled?":true,"is_address_required?":false,"show_contact_preference?":false,"resume_upload_enabled?":true,"resume_upload_required?":true,"coverletter_upload_enabled?":true,"coverletter_upload_required?":false,"other_upload_enabled?":true,"referral_required?":true,"referral_options":["Indeed","Craigslist","Monster.com","Jobdango","TalentZoo","CareerBuilder","Friend/Colleague","Recruiter","Employment Department"],"disclosure_agreement":"
Notice of Use of Automated Screening Technology
California Candidate Privacy Notice
Questions
For questions about this notice or our use of automated screening technology, contact: info-humanresources@beaconpointe.com.
Beacon Pointe Advisors
24 Corporate Plaza Drive, Suite 150
Newport Beach, CA 92660
This notice supplements, and does not replace, any privacy notices or applicant privacy disclosures provided in connection with your application.
I confirm that I have read and understand the above Notices.
","captcha_enabled?":false,"remote":false,"max_salary":{"amount":"90000.00","currency":"USD"},"min_salary":{"amount":"80000.00","currency":"USD"},"pay_frequency":"annually","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":8912415,"option_type":"yes-no","question":"Do you have any relevant Financial Services experience?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8912416,"option_type":"essay","question":"Why are you interested in joining the Beacon Pointe team?","required?":true,"flags":null,"options":[]}},{"table":{"id":8912417,"option_type":"yes-no","question":"Are you legally authorized to work within the United States?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":8912418,"option_type":"yes-no","question":"Will you now or in the future require sponsorship to work in the U.S.?","required?":true,"flags":null,"options":["Yes","No"]}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at PrimePay Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":false,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":false}" class="apply-button-group">
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