D.
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Davidson & Co.
- the Strength of Advice
Our firm delivers a breadth of quality financial solutions to individual and institutional investors, companies, and government entities.
D.
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Davidson Companies provides straightforward, personalized advice, nationally recognized research, and capital market investment banking expertise to clients who need help achieving their strategic financial goals.
Qualifications:
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).
Follow policies and procedures
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
Duties:
Support the business through budgeting, forecasting and related insight driven reporting.
Involved in headcount related reporting and planning efforts including design and management of certain compensation plans, including related financial impact.
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.
Other duties, projects and ad hoc analysis as necessary.
What we offer:
Competitive salary plus excellent benefits and perks including, but not limited to:
Medical, Dental and Vision
Company 401(k)and ESOP contribution
Generous sick, vacation, and maternity/parental leave
Paid holidays
Professional Development Opportunities
Tuition Reimbursement ($15,000 lifetime cap)
Discounted personal insurance including home, auto and recreational vehicles
Charitable gift-matching program
Davidson Day of Giving - Our tradition of positively impacting communities in which we live and work.
The potential base pay hiring range for this role is $80,000 - $110,000.
The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.
At D.
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Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
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, sex, gender, gender expression, 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.
Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment.
By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge.
California applicants please see D.
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Davidson's California Resident Privacy Policy.
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