Finance Manager

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

The Finance Manager - Compensation will support the design, implementation, and ongoing administration of variable compensation plans across business units. Reporting to the VP of Accounting, this role requires strong analytical skills, attention to detail, and the ability to collaborate with cross-functional teams. This role will work closely with our Finance, Financial Services, Human Resources, and Legal leadership teams. The Manager will play a key role in building and refining reporting and calculation tools, evaluating the effectiveness of compensation plans, and recommending enhancements to the process.

This is a full-time, hybrid position (Monday through Thursday in office). Applicants must be able to work in the Addison, TX office.

Job Responsibilities:

• Execute the calculation and administration of variable compensation plans, ensuring accurate and timely processing of recurring and ad hoc incentive payments.

• Analyze and manage large data sets related to billing and variable compensation, including quarterly and monthly billing files, assignment transfer tracking, special initiative reporting, and compensation schedules.

• Identify opportunities to improve variable compensation processes, enhance data collection, increase automation, and implement efficiencies, all while prioritizing accuracy.

• Liaise with Finance, Human Resources, Financial Services, Legal and other business leaders to effectively communicate compensation requirements and ensure alignment across teams.

• Support the modeling and forecasting of variable compensation to evaluate plan effectiveness and understand / model the impact of potential changes.

• Analyze variable compensation performance metrics relative to business performance and goals, providing related insights and actioning on improvement recommendations.

• Perform ad-hoc analyses and support business requests as needed.

Required Qualifications

• Minimum of five years of experience working in finance, data analytics, or a related practice. Experience in compensation analysis or financial analysis is a plus

• Strong analytics skills with advanced proficiency in Microsoft Excel and Power Query, paired with keen attention to detail with a proven ability to reconcile figures across multiple systems and data sources

• Experience working with Business Intelligence platforms (e.g., ThoughtSpot, Power BI, Tableau) to navigate dashboards and analyze data

• Strong written and verbal communication skills and organizational skills, with the ability to articulate findings and recommendations.

• Proven experience in prioritizing tasks / projects and working in a deadline-driven environment.

• Bachelor’s degree in Business, Finance, Accounting, or related fields

Preferred Qualifications

• Experience partnering directly with data engineering or analytics teams on shared deliverables

• Experience translating business requirements into clearly defined acceptance criteria for technical teams to implement

• Knowledge of CRM platforms (Salesforce preferred) and how client data flows into downstream reporting

• Background in incentive compensation plan design, modeling, or administration within financial services

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates

• Dental insurance with MetLife

• Vision insurance with VSP

• Optional supplemental benefits

• Healthcare savings accounts with company contribution

• Flexible spending accounts

• Flexible working arrangements

• Generous 401K contributions

• Exempt associates qualify for our flexible paid time off policy

• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment

• 11 Paid Holidays

• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)

• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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