Full-Time

Associate Vice President

Corporate FP&a

Confirmed live in the last 24 hours

D.A. Davidson

D.A. Davidson

1,001-5,000 employees

Provides wealth management and financial advisory services

Financial Services

Compensation Overview

$90k - $130kAnnually

Senior

Denver, CO, USA

Hybrid position based in Denver, CO.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets
Requirements
  • 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 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.
Responsibilities
  • 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.
  • 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.
Desired Qualifications
  • Highly motivated, proactive, high integrity, positive attitude, problem solver.

D.A. Davidson & Co. provides wealth management and financial advisory services tailored to individuals, families, and businesses in the United States. The firm offers investment management, financial planning, and trust services, helping clients align their financial portfolios with their goals through a research-based approach. Unlike many competitors, D.A. Davidson focuses on personalized solutions and has a diverse client base, including individual investors and business owners. Established in 1935, the company has grown through strategic acquisitions and aims to be a trusted partner in navigating the financial landscape.

Company Stage

N/A

Total Funding

N/A

Headquarters

Great Falls, Montana

Founded

2014

Simplify Jobs

Simplify's Take

What believers are saying

  • The rise of digital wealth management platforms enhances personalized investment advice delivery.
  • Growth in middle-market private equity presents opportunities for D.A. Davidson's advisory services.
  • Increased focus on sustainable finance aligns with D.A. Davidson's advisory offerings.

What critics are saying

  • Competition in AI-driven financial services could challenge D.A. Davidson's market position.
  • Rapid AI technology evolution may outpace D.A. Davidson's current capabilities.
  • Resource diversion to Diversified Industrials may affect overall service quality.

What makes D.A. Davidson unique

  • D.A. Davidson offers personalized wealth management and financial advisory services in the U.S.
  • The firm has a strong focus on small to middle-market companies across various sectors.
  • D.A. Davidson's research-based approach aligns client portfolios with financial goals.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Professional Development Budget

Tuition Reimbursement

Employee Discounts

Company Social Events