Financial Analyst

Remote

Full-time

$105k – $125k

How to apply: Email your résumé (PDF) and a brief cover letter to fa@burksfinancialgroup.com. Use the subject line “Application – Financial Analyst”.

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Own budgeting, forecasting, and management reporting that informs firm-wide strategic decisions. You will partner with leadership, portfolio management, and data teams to turn financial and operating data into clear, actionable insights for a fast-growing independent advisory firm.

Responsibilities

Own monthly reporting packages (P&L, revenue bridges, AUM/flows, profitability) for leadership
Develop driver-based forecasting models for revenue, expenses, and hiring plans
Perform scenario and sensitivity analysis for new initiatives, pricing, and product launches
Design and maintain dashboards that track leading KPIs and risk indicators
Support board materials, lender/investor reporting, and ad-hoc strategic projects
Partner with Data Engineering to improve data quality, definitions, and automation in finance workflows

Requirements

4+ years in FP&A, corporate finance, or buy-side / wealth-management analytics
Advanced Excel skills (Power Query/Power Pivot) plus solid SQL or Python
Strong grasp of financial statements, cash-flow modeling, and unit economics
Experience building driver-based budgets, forecasts, and scenario analyses
Bachelor’s degree in Finance, Accounting, Economics, or related field; CFA/CPA progress a plus
Ability to translate complex analysis into concise recommendations for non-technical stakeholders

Benefits & Perks

Remote-first culture with core collaboration hours
401(k) with 4 % match and institutional fund lineup
Comprehensive medical, dental, and vision coverage
3 weeks PTO to start + company holidays, increasing with tenure
Annual performance bonus opportunity tied to firm and individual results
$2 k annual learning stipend (CFA/CPA prep, modeling courses, conferences)

Quick Apply

Ready to join our team? Send your cover letter and résumé to get started.

fa@burksfinancialgroup.com

About This Role

Department:

Research & Analytics

Reports To:

Operations Director

Start Date:

Immediate

Questions?

Our HR team is here to help with any questions about this role or our application process.

Contact HR

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