Senior Financial Analyst

Our Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Your Future Team

Hightower Signature Wealth is seeking a motivated Senior Financial Analyst to support the COO across financial analysis, operations, compensation, and business reporting. You will work closely with leadership and the home office finance and operations teams to analyze business performance, improve processes, and support day-to-day decision-making.

What You'll Do

• Prepare, analyze, and present financial, operational, and business performance reports to support strategic decision making

• Develop and maintain financial models, forecasts, and scenario analyses to evaluate revenue growth, profitability, advisor productivity, and key business initiatives

• Own the calculation, validation, and administration of advisor and sales team compensation plans, ensuring accuracy, transparency, and timely delivery

• Analyze financial and operational results, identify trends and variances, and provide actionable recommendations to business leaders

• Gather, reconcile, and synthesize data from multiple systems and sources to support reporting, forecasting, and business planning activities

• Partner closely with Finance, Operations, and senior leadership to support budgeting, forecasting, and long range planning processes

• Monitor and enhance key performance indicators (KPIs) and management reporting to improve visibility into business performance

• Identify and implement process improvements that increase reporting efficiency, strengthen data quality, and enhance decision support capabilities

• Prepare presentations and executive level reporting materials for leadership meetings and business reviews

• Support the COO and senior management team with ad hoc financial analyses, strategic initiatives, and special projects

What You'll Bring

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field

• 3 to 5+ years of experience in financial analysis, FP&A, corporate finance, business analytics, consulting, or a related analytical role

• Strong understanding of financial statements, budgeting, forecasting, variance analysis, and financial modeling

• Advanced Microsoft Excel skills, including complex formulas, pivot tables, financial models, and large data set analysis

• Proficiency in PowerPoint and the ability to communicate complex financial information to both financial and non financial audiences

• Experience with data visualization and business intelligence tools such as Power BI, Tableau, Alteryx, or similar platforms preferred

• Demonstrated ability to translate data into meaningful business insights and actionable recommendations

• Strong analytical, problem solving, and critical thinking skills with exceptional attention to detail

• Ability to manage multiple priorities, meet deadlines, and thrive in a fast paced, collaborative environment

• Excellent communication and relationship building skills, with the confidence to partner effectively across departments and with senior leadership

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance

• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)

• Mother’s lounge onsite

• Flexible PTO plan

• 401k matching plan

• HSA employer contributions

• Student loan assistance

• Pet insurance

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.