Finance Manager
Allworth FinancialDallas, Texas, United States
Posted April 7, 2026
Full Time
About the Company
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management.
Job Description
Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management. The Finance Manager will support the design, implementation, and administration of variable compensation plans and work closely with cross-functional teams.
Requirements
- Minimum of five years of experience working in finance, data analytics, or a related practice
- Strong analytics skills with advanced proficiency in Microsoft Excel and Power Query
- Experience working with Business Intelligence platforms (e.g., ThoughtSpot, Power BI, Tableau)
- Strong written and verbal communication skills and organizational skills
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Flexible spending accounts
- Healthcare savings accounts with company contribution
- Flexible working arrangements
- Generous 401K contributions
- Paid time off policy
- Paid holidays
- Option to participate in Equity Purchase Program
