Planning Analyst, FP&A Wealth Management

    • Job Tracking ID: 85444-329451
    • Job Location: Seattle, WA
      Great Falls, MT
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: 08/20/2021
    • Years of Experience: 3+
    • Starting Date: ASAP
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Job Description

At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company specializing in wealth management, financial planning, equity & fixed income capital markets, investment banking, award-winning research, CD underwriting, public finance and more.

We believe in doing what is right for our clients and, as employee-owners, are empowered to deliver high-impact solutions. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities.

D.A. Davidson is seeking a strong candidate to join our Financial Planning & Analysis (FP&A) team within the Finance organization. You will be responsible for supporting Wealth Management and Asset Management and Trust divisions with insight driven reporting, forecasting & budgeting along with additional activities which help guide sound financial decision making. The ideal candidate has corporate finance knowledge, excellent communication and technical skills and high attention to detail. The ability to take initiative and interact effectively with business partners at all levels of the organization is required.

Experience and Skills


* Bachelor’s degree (Accounting, Finance or related discipline preferred).
* 3-5 years of Finance related experience (Financial Services Industry experience a plus).
* Excellent communication skills with a proven ability to establish successful cross-departmental relationships to accomplish goals.
* Strong project management skills with experience leading team initiatives.
* Ability to work independently and sometimes with ambiguity in a fast-paced environment.
* Ability to deliver accurate, insightful and timely reporting and analysis.
* Intermediate to advanced forecasting, modeling and data analysis skills required.
* Proficient in MS Office with advanced Microsoft Excel skills including working ability to utilize pivot tables, charting, advanced formulas, and conditional formatting.
* Experience with Finance and Business Intelligence tools (fluency in any or all of the following a plus; BI360, Great Plains, Workday, PowerBI & Tableau).
* Highly motivated, proactive, high integrity, positive attitude, problem solver.
* Ability to travel (infrequent).


* Support the business through budgeting, forecasting and related insight driven reporting.
* Collaborate on headcount related reporting and planning efforts including design and management of certain compensation plans, including related financial impact.
* Execute finance-centric tactical support of business lines, including administration of certain components of incentive compensation programs
* Identify areas of improvement and have a point of view towards a logical solution.
* Keep the organization informed of trends around the industry and among peers.
* Perform other duties, projects and ad hoc analysis as necessary.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.