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Description

The role primarily involves daily financial modeling, specifically building and utilizing Financial Recruiting Models (FRMs). This includes analyzing new advisors' books of business to determine profitability and the value of transition assistance. Business Partnering: - Develop and maintain financial models in support of the company’s business development initiatives, assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers -Modeling recruiting and retention deals in collaboration with business partners; adhere to SLAs and standards set forth in operating procedures -Creates and provides reporting on advisor recruiting and profitability programs for multiple audiences, including the executive leadership team - Provide financial guidance and support to drive decision-making, performance improvement, and cost management Management Reporting and Forecasting: - Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs) - Complete monthly, quarterly, and annual forecasting process for recruiting and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement - Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for management - Ensure timely and accurate financial reporting in compliance with internal policies and external regulations. Financial / Reporting Systems: - Experience in Salesforce desired - Ability to work with dashboards, reports, and real-time analytics within Salesforce to leverage with business partners

Skills

microsoft excel, financial analysis, salesforce software, financial services

Top Skills Details

microsoft excel,financial analysis

Additional Skills & Qualifications

- Experience working in Salesforce; used for recruiting, so big plus is experience in building dashboards for tracking and updating financials. - Prior financial services industry experience

Experience Level

Entry Level

Pay and Benefits

The pay range for this position is $32.00 - $33.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Oakdale,MN.

Application Deadline

This position is anticipated to close on Oct 24, 2025.

h4>About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.