Financial Analyst: FP&A, Data Insights & Reporting

Beacon Pointe; Scottsdale (AZ); On-site; USD 75,000 - 105,000; Full time

Job summary

Beacon Pointe Advisors in Scottsdale, AZ is seeking a meticulous Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will work with senior leadership to translate complex numbers into actionable insights and maintain disciplined reporting processes.

The role emphasizes advanced Excel modeling, ERP familiarity, and collaboration with cross-functional teams to drive data-driven decisions and timely monthly close.

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.

Responsibilities

• Assist Director in administering Solver, the enterprise financial reporting and budgeting software, and be the primary backup to the Director.
• Assist CAO in administering Carta, the enterprise equity management software; become skilled and assume Sr. Administrator role; maintain copy of enterprise cap table; add/update Member equity; upload tax and equity documents; upload quarterly tax distributions and estimated taxable income; address Carta-related inquiries from Members.
• Assist Controller with managing and computing quarterly Member tax distributions and estimated taxable income; coordinate with third party Tax Partner to align tax schedule with 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.

Skills

Pivot Tables

XLOOKUP/VLOOKUP

INDEX/MATCH

Complex formulas

Financial modeling

Data analysis

Communication skills

ERP systems

Financial reporting tools

Education

Bachelor’s degree in Finance or Economics

Tools

Excel

ERP systems

Financial reporting tools

Job description

Beacon Pointe Advisors in Scottsdale, AZ is seeking a meticulous Financial Analyst to support financial planning, reporting, and business analysis. The ideal candidate will work with senior leadership to translate complex numbers into actionable insights and maintain disciplined reporting processes.

The role emphasizes advanced Excel modeling, ERP familiarity, and collaboration with cross-functional teams to drive data-driven decisions and timely monthly close.