Associate Financial Planner Jobs in Maple Grove, MN

Taft is seeking a Senior Financial Planning & Analysis Analyst to serve our team in Taft’s Denver, Detroit or Minneapolis office.

We are seeking a Senior Financial Planning & Analysis Analyst with 7+ years’ experience to support our team in the Denver, Detroit or Minneapolis office. All Taft employees operate under a “Client First” philosophy—in all things, we seek to provide exceptional services to our clients. 

Duties & Responsibilities:

• Design & prepare detailed reports and financial analyses utilizing the accounting system, report writing tools, and Microsoft Excel.
• Assist with monthly, quarterly, and annual reporting initiatives including management reporting, financial statement analyses, ad-hoc analysis, partner and associate compensation, other projects, etc.
• Support various firm departments with completing a diverse set of high-visibility external surveys.
• Work closely with FP&A Manager/Sr. Manager to understand team priorities and serve as a key resource to the FP&A analysts on the team.
• Deliver ad hoc projects, and analyses, as requested. Manage and own projects from beginning to end to ensure successful and timely completion.
• Develop a strong understanding of firm’s financial system and overall firm financial operations in order to serve as a “subject matter expert” regarding the financial system and integration.
• Utilize report writing tools (Excel/Power Query, SQL, Tableau, etc.) to provide timely and accurate financial information and analysis.
• Any job-related tasks as assigned.

Requirements:

• Bachelor’s degree in Accounting, Finance,  or related field required.
• Seven or more years of progressively related work experience.
• Expertise and in-depth knowledge of all aspects of accounting systems and reporting.
• Experience with professional services law firm preferred.
• Experience working with and writing complex database queries.  Experience in extracting and reporting of data using SQL and Business Intelligence tools.
• Demonstrated expertise with Microsoft Excel, including advanced features, including but not limited to Power Query, pivot tables, advanced formulas, macros, filtering, and graphs.
• CPA certification not required but beneficial.
• Strong analytical and critical thinking skills necessary. Must be able to prepare and summarize complex financial data in an accurate, organized, concise manner.
• Strong customer service orientation and collaborative approach with non-financial personnel.
• Possess high-level of written, verbal, comprehension, and communication skills. Must be able to actively present information and ideas across multiples levels of the organization.
• Excellent organization and detailed oriented project management skills. Requires ability to manage and prioritize concurrent tasks under time constraints.
• Ability to work collaboratively and develop strong working relationships. Excellent communication and interpersonal skills necessary.
• Occasionally work requires more than 40 hours per week to perform the essential duties of the position.

Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more. The salary range for this position is $88,000/yr. - $110,000/yr.  Actual compensation offer to candidate may vary from posted information based on work experience, education, and/or skill level.

Taft is an Equal Opportunity Employer. The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing. Taft Stettinius & Hollister LLP participates in E-VERIFY.

Careers at Taft
Our employees are people who thrive in a collaborative and fast-paced work environment. Taft’s lawyers and professional staff believe strongly in the value of our legal work. We believe that client service is our first, and most important, job. At Taft, success is measured in more than billable hours. This philosophy allows us to be active participants and leaders in our communities. Taft can help you create a long, rewarding, and meaningful career.

In addition, Taft is a signatory to the American Bar Association Well-Being Pledge, designed to support mental health and overall well-being for Taft’s attorneys and staff through education, firm policies, and intentional workplace culture.

We integrate inclusion into the fabric of what we do. We look for talented, dynamic, and innovative thinkers for our legal team. If you’re interested in joining our team, we encourage you to review our open positions and learn more about our firm.

Inclusion and Opportunity
Taft knows that people with varied experiences bring creative thinking, multiple perspectives, and innovative problem-solving techniques to issues in the practice of law. We are committed to fostering a culture among our attorneys and professional support staff that values different points of view from all team members.

Mentoring and Retention
No matter how talented or well educated, becoming a successful lawyer requires input and support from people who have already achieved that success. Research shows that careers profit from having someone in your corner. We want to be a champion for your career. Learn how Taft supports and emphasizes mentorship programs, as well as individual mentoring and sponsoring for our attorneys.

Professional Development
We grow when our employees thrive, so we make it a priority to provide the tools and resources our team needs to succeed. See how Taft can support your professional growth.