Financial Analyst

About the role

Trajan® Wealth is a fast‑growing Registered Investment Advisor managing over $3 billion in assets. The firm offers a fully integrated, in‑house model that combines fee‑only wealth management, estate planning (Trajan Estate), and tax strategy (Trajan Tax) under a single fiduciary standard.

The Financial Analyst will be a key contributor within Trajan Wealth’s Internal Finance Group, supporting strategic decision‑making, financial planning, and operational reporting across all platforms. This position reports to the Finance Director and works closely with executive leadership to analyze business performance, model growth scenarios, and ensure financial data integrity across all entities. The role is 100 % onsite at the corporate headquarters in Scottsdale.

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 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 the 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 (AUM, annuity, private equity, tax, and estate).
• Assist the 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 the Director with compliance and audit functions by providing 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 with the ability to manage competing priorities and deadlines across multiple workstreams.
• Advanced proficiency in Excel financial modeling.
• Strong command of financial reporting, budgeting, and variance analysis.
• 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, partnering 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

• 401(k) with company match up to 13%.
• United Healthcare PPO medical 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 opportunities.

Pay

Base salary $80,000 – $90,000 plus bonus.