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Support corporate finance through financial modeling, analysis of revenue and cost drivers, reporting (including advisor loan and termination reporting), data analytics, reconciliations, and special projects; partner with business unit leaders and present findings to senior management.

The Advisor Support Representative provides exceptional customer support to financial professionals, assisting with inquiries, processing forms, and ensuring compliance with policies.

The Client Support Specialist provides high-quality customer service, processes requests, and supports clients by addressing inquiries while ensuring compliance with policies.

Support month-end, quarterly, and year-end close by preparing journal entries, reconciliations, and fluctuation analyses. Maintain the general ledger, assist internal/external audits, ensure GAAP compliance, and work cross-functionally to resolve accounting issues and improve processes.

Implement, monitor, and maintain datacenter backup and storage systems (SAN/NAS). Manage firmware/software levels, perform server builds (physical and virtual), tune configurations, troubleshoot outages, enhance monitoring and alarming, document procedures, participate in audits and security strategy, and support disaster recovery planning and infrastructure deployments.

Lead FP&A activities including budgeting, forecasting, financial modeling, variance analysis, and reporting. Partner with cross-functional teams to provide actionable insights, scenario modeling, and support strategic initiatives while improving reporting processes and data visualization.