Top 44 Fp&a analyst Jobs in Phoenix Az

Financial Analyst
Trajan Wealth —Scottsdale, AZ
- $80,000 - $90,000 a year
- Full-time
- CPA
- 5 years
- Office
- Paid holidays
- Disability insurance
Senior Financial Analyst, FP&A
Aptyx —Tempe, AZ
- Full-time
- Hybrid work
- CPA
- ERP systems
- Mid-level
Quick Apply
5d
Jr. Financial Analyst
Fox Restaurant Concepts —Phoenix, AZ
- Urgently hiring
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Sr Finance Analyst
Honeywell Aerospace —Phoenix, AZ
- Full-time
- Analysis skills
- Senior level
Senior Analyst, FP&A
CVS Health —Phoenix, AZ
- $46,988 - $122,400 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Finance Construction Settlement and Supply Chain Analyst - Americas
Intel —Phoenix, AZ
- $73,820 - $96,100 a year
- Full-time
- Office
- Finance
- Analysis skills
- Health insurance
13d
Senior Financial Analyst, Ops Finance (OH / AZ)
Hims & Hers —Mesa, AZ
- Full-time
- Remote
- Bachelor of Science
- Mid-level
- Finance
- Employee stock purchase plan
- Health insurance
Financial Analyst
Beacon Pointe Advisors LLC —Scottsdale, AZ
- $80,000 - $90,000 a year
- ERP systems
- Mid-level
- Office
Financial Analyst
Fox Restaurant Concepts —Phoenix, AZ
- Urgently hiring
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
9d
Corporate FP&A Senior Analyst
DBM GLOBAL INC —Phoenix, AZ
- Full-time
- Oracle
- Microsoft Outlook
- CPA
Sr. Financial Analyst
PF Changs —Scottsdale, AZ
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
6d
Senior Financial Analyst
Kinetic Engine Systems —Phoenix, AZ
- $90,000 - $120,000 a year
- Full-time
- Spanish
- 5 years
- Computer literacy
Quick Apply
11d
Lead Analyst, Corporate FPA
Liberty Utilities —Litchfield Park, AZ
- $110,000 - $130,000 a year
- Hybrid work
- CPA
- 5 years
- Finance
- Free parking
- Employee assistance program
Financial Analyst FP&A
Valley Perinatal Services —Mesa, AZ
- $87,500 - $105,000 a year
- Full-time
- Oracle
- CPA
- Mid-level
Quick Apply
13d
Financial Analyst
GPS Insight —Scottsdale, AZ
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Analyst
PetSmart —Phoenix, AZ
- Oracle
- Mid-level
- Office
6d
Senior Analyst, FP&A - DDAT
CVS Health —Scottsdale, AZ
- $46,988 - $112,200 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Senior Financial Analyst
Kestra Financial —Tempe, AZ
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- 401(k)
Quick Apply
Senior Financial Analyst, Corporate
Taylor Morrison —Phoenix, AZ
- Full-time
- CPA
- Computer literacy
- Research
- Disability insurance
- Health insurance
Financial Analyst
Z-Modular Services, LLC —Chandler, AZ
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Profit sharing
- Paid holidays
Quick Apply

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Financial Analyst

Trajan Wealth -
Scottsdale, AZ

Apply Now

Job Details

Full-time
$80,000 - $90,000 a year

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Data integrity assurance
Financial model construction
Presentation software
Dynamic financial modeling
Consolidated financial statement preparation
Data integrity and documentation
Managing budgets in a finance role
Bachelor's degree
Presentation preparation
Financial statement interpretation
Accounting standards
Data accuracy checks
Cross-functional collaboration
Cross-functional communication
Organizational budget management
Excel data analysis

Full Job Description

About Trajan Wealth

With over $3 billion in assets under management and advisement, Trajan Wealth is one of the fastest-growing Registered Investment Advisor firms in the country.

What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax.

We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office.

Role Overview

The Financial Analyst will serve as a key contributor within Trajan Wealth's Internal Finance Group, supporting strategic decision-making, financial planning, and operational reporting across our various platforms. This role reports to the Finance Director and partners closely with the Finance Director and company executive leadership to analyze business performance, model growth scenarios, and ensure financial data integrity across all entities.

This position is 100% onsite at our corporate headquarters in Scottsdale.

Duties and responsibilities

Develop and maintain financial models, forecasts, and multi-scenario analyses to support firm-wide strategic planning and growth initiatives.
Prepare monthly, quarterly, and annual reporting, including revenue analysis, margin trends, and develop KPI dashboards.
Analyze firm financial performance across business lines, identifying variances, trends, and opportunities for operational improvement.
Support budgeting and annual planning processes in partnership with Finance Director and executive leadership.
Conduct ad hoc financial analyses to evaluate new business opportunities, revenue streams, and potential investments across Trajan Wealth's growth pillars - including AUM, annuity, private equity, tax, and estate.
Support Finance Director with Trajan Tax and Trajan Estate on intercompany financial reporting and divisional performance tracking.
Maintain and improve financial reporting, systems, tools, and processes to enhance efficiency and scalability.
Monitor industry trends, market data, and competitive benchmarks relevant to the RIA and wealth management space.
Support Director with compliance and audit functions with financial documentation and analysis as needed.

Qualifications

Required

5+ years of experience in financial analysis, FP&A, corporate finance, or a related role.
Bachelor's degree in Finance or a related field.
Strong team player
Demonstrated ability to manage competing priorities and deadlines across multiple workstreams simultaneously with high attention to detail

Advanced proficiency in Excel financial modeling.
Strong command of financial reporting, budgeting, and variance analysis.
Demonstrated ability to synthesize complex financial data into clear, executive-ready insights.
High attention to detail with a commitment to data accuracy and integrity.
Strong written and verbal communication skills.
Working knowledge of GAAP accounting principles as applied to financial reporting and consolidation.
Proven ability to prepare and present financial analysis including polished PowerPoint or similar presentation materials.
Strong cross-functional collaboration skills, with the ability to partner effectively across Tax, Estate, Sales, and Compliance functions.

Preferred

Experience with Oracle Netsuite
Experience with BI or reporting tools such as Sigma Computing or similar platforms.
Experience within an RIA, wealth management firm, or financial services environment.
Familiarity with fee-based advisory business metrics, AUM reporting, or revenue-per-advisor analysis.
Exposure to multi-entity or multi-division financial consolidation.
CFA, CPA, or MBA credential.
Experience with SQL or other data querying tools.
Familiarity with SEC, FINRA, or other regulatory requirements applicable to Registered Investment Advisors.

Benefits

$80,000 to $90,000 base salary plus bonus.
401(k) with company match up to 13%.
United Healthcare PPO medical employee coverage paid by the Company.
Delta Dental PPO, United Healthcare Vision, Short-Term Disability, Long-Term Disability, Life Insurance, and additional voluntary benefits.
Generous PTO and paid holidays.
Future career growth opportunity.

Come and join a team that is making a difference in their clients and employee's lives!

Apply Now

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fp&a analyst jobs in phoenix az

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