Financial Analyst - Investment Products

How will this role impact First Command?

First Command was founded in 1958 by a retired military officer who was enthusiastic about helping service members and their families strengthen their financial security. The Financial Planning & Analytics Team supports this mission by ensuring the firm’s future financial health by providing data-driven analysis to help drive decision making.

Under the Revenue and Profit arm of the FP&A team, they will oversee the data and metrics for the revenue and associated expenses of current and proposed investment products. They will be a key resource on driving product-related decisions and creating the company forecast. Through dashboards that track key metrics and KPIs regarding the sales, revenue, and profitability of our investment products, stakeholders will be better equipped to make strategic decisions regarding the product offering, distribution channels, advisor compensation, driving sales, and product-related investments.

What will you do in this role?

·        Manage revenue and investment product-related cost forecasts and budgets

·        Analyze financials of current and proposed investment products including their performance, risks, and opportunities

·        Collaborate on pricing and profitability analysis, financial models, and business case work that relate to investment products

·        Conduct market research to identify industry trends as they relate to First Command

·        Engage with internal stakeholders on current and proposed product offerings

·        Contribute in Product Committee meetings

·        Complete other related tasks and duties as agreed upon with FP&A leadership

Specific Responsibilities

·        Contribute on the preparation of the corporate five-year business plan and periodic analysis as it pertains to Investment products. This includes scenario planning, sensitivity and variance analysis which support First Command’s Strategic Plan

·        Maintain metrics and KPI dashboards for the sales, revenue, and profitability of investment products. Interpret monthly product activity for key stakeholders

What skills & qualifications do you need?

Education/Work Experience

·        Undergraduate degree in business, finance, economics, or another related field required

·        MBA, Masters Degree, or related professional certification (CFP, CFA, etc.) preferred

·        FINRA Licenses such as the Series 7 preferred

·        Minimum of 4 years of experience as a financial analyst, business analyst, or other related analyst role

·        Experience in the Financial Services industry, preferably regarding investment products such as managed accounts and brokerage

Required Knowledge, Skills, and Abilities

·        Strong proficiency in Microsoft Excel and other Microsoft Office Suite products

·        Experience with NetX360, Envestnet, PowerBI, and Salesforce preferred

·        Exemplary communication skills, both verbal and written, and a demonstrated ability to present material to both technical and non-technical audiences

·        Comfortable with ambiguity in an evolving role in a growing organization

·        Strategic thinking and critical reasoning skills

·        Ability to develop strong relationships across all levels of First Command

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