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Senior Financial Analyst

  • Bozeman, Montana, United States
$70,415 - $83,701 per yearFinance

Job description

About Us

AdvicePay is a billing and payment workflow platform that enables financial services firms and their advisors to shift their focus toward giving advice to people still building wealth, instead of only those who already have it. Historically, financial planning advice was only available to the affluent, who could afford to pay a financial advisor’s fees directly from their portfolios. We set out to change that, as we believe personal financial planning advice should be available to all. In doing so, we’ve become the very first and only technology solution created specifically for fee-for-service financial planning.

We are headquartered in Bozeman, Montana and we are incredibly proud to be listed on the 2022 Inc. 5000 list of America's Fastest-Growing Private Companies (and #1 in Montana!) as well as being recognized as a 2022 WealthTech 100 company, which places us among the top 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries. Additionally, our sister company, XY Planning Network, was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine and by the 2019 InvestmentNews Excellence in Diversity & Inclusion Awards. And since we work in the same office and have the same awesome core values, we like to say “we basically won too!”

You’ll love working here if you value - and want to contribute to - a positive, inclusive, innovative, and “Get Sh*t Done” culture where teammates help one another succeed and are committed to doing the right thing. If you're up for the challenge of disrupting an industry, join us.

About the Platform

AdvicePay is the industry-leading billing and payment workflow solution created specifically for fee-for-service financial planning. Financial services firms and their advisors benefit from efficient workflows designed exclusively to support their fee-for-service financial planning revenue, including up-to-date compliance and data security management, all in one unified platform.

All of the core functions available within the AdvicePay platform — invoicing, document eSignatures, approvals, and deliverables — can be bundled together in fully customizable and automated sequences that make providing and overseeing fee-for-service financial planning both fast and compliant.

The innovation that AdvicePay has created - facilitating the feasibility, at scale, of a new fee-for-service financial advisor business model is accelerating the entire industry’s ongoing transition from commissions to fees, and from Baby Boomers to serving Gen X and Gen Y clients, from individual RIAs to the country’s largest broker-dealers and their hybrid RIA platforms.”

About the Position

*Please note that this role is based in Bozeman, MT. It is NOT a remote role and we can only consider candidates located in the Bozeman area or willing to relocate. You can find more information about Bozeman and what it's like to live here at the Bozeman Chamber of Commerce site:*

As AdvicePay's Senior Financial Analyst, you will contribute to our fast-growing company by diving into as much data as you can get your hands on (and then ask for more!) to build, model, and demonstrate any and all metrics around the business, our users, and opportunities for growth. Using your work on the business analysis, you will play a key role in assisting with monthly accounting, month-end close, and the preparation of financial reports, budgets and projections for both internal and external stakeholders.

What You’ll Be Doing

  • Review the Balance Sheet and Profit & Loss each month with variance analysis before handing off to the Head of Finance for review

  • Create ready-to-send quarterly and annual financial reports

  • Assist the annual budget and multi-year projections (on an annual basis, plus updated modeling and scenarios as needed throughout the year)

  • Complete accounting tasks, including journal entries, account reconciliations, entering and reviewing invoices, sending monthly bills, oversight of AR and AP, and assisting in the month-end close process.

  • Look at the financial data to tell the story of AdvicePay (what is working, how we have grown and can continue to do so, what our are opportunities to increase growth, what are the industry trends)

  • Support our various departments (Sales + Marketing, Engineering, Product, and Customer Success) with data-driven analysis to improve tracking and drive results, such as:
    • How transaction volume is growing by each user and overall user tiers over defined intervals (monthly, quarterly, and annually)

    • Partner with Sales and Marketing team to provide ongoing, actionable market and customer insights to guide strategic decisions, such as pulling data on enterprise-customer results (transaction volume, advisors added, onboarding growth rates, etc.) to improve the sales/marketing process and provide specific metrics to be used to close deals

    • Work with the Product team to study user behaviors that can in turn inform smart product decisions

  • Gather and analyze data to identify potential business opportunities and present key business metrics such as Average Revenue Per User (ARPU), growth rates, relative contribution to growth by channel, user cohort profitability, etc.

Key Measurables for Success

  • Days to close month-end books

  • Accounts receivable aging

  • Days to issue internal financial statements

The Deets

  • Status: Full-time, exempt

  • Location: Bozeman, MT

  • Reports to: Head of Finance

  • Direct Reports: None

Compensation & Benefits

  • Salary: $70,415/year - $83,701/year commensurate with skills and experience

  • Flexible paid time off days to maintain work-life harmony (we require you take a minimum of 3 weeks of vacation per year!)

  • 11 paid holidays when the office is closed

  • 401(k) with match - you put in 6% and we put in 4.5%

  • 12 weeks of paid parental leave for the birth, adoption or fostering of a child

  • Health benefits package provided of up to $450/month for an individual, $1000/month for families

  • Dental, Vision, Voluntary Life and AD&D, and Accident insurance options

  • Employer-paid life insurance

  • Employer-paid long-term disability coverage

  • $1800/year toward the cost of working with a financial planner, plus up to $500 toward the one-time upfront fee

  • $250/quarter to spend on yourself specific to our Core Value of “Be Well Being You”

  • $500 donated to a non-profit organization of your choice when you volunteer 40 hours/year

  • $2,000/year in Professional Development funds

  • A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years

  • Subsidized employer-sponsored childcare through our internal daycare program

  • Pet insurance

  • Company-owned MacBook Pro provided

  • Relocation assistance available for candidates moving to the Bozeman area

Please see our Dream Team Handbook for more info about the benefits and perks we offer!

Job requirements

What You’ll Bring to The Table (If you think, "I only meet 80% of these requirements", still apply!)

  • BS degree in accounting or finance or equivalent experience

  • 2-5 years of relevant experience with month-end close and data analysis

  • Excellent knowledge of accounting and financial processes in accordance with GAAP

  • Expertise in MS Excel/Google Sheets and Quickbooks Online

  • An innate curiosity and love of numbers and telling the financial story of the company

  • High sense of personal responsibility and integrity

  • An understanding of and strong alignment with our core values

  • Legally authorized to live and work in the United States (AdvicePay participates in E-Verify to confirm the identity and employment eligibility of all new hires.)

What Will Make Us Drool

While totally not necessary, props to folks who have one or more of the following:

  • Experience in finance or accounting in a fast-growing SaaS company


  • Cover Letter (Please include your experience using problem solving skills to contribute to the success of your department in a previous role)

  • Resume (to be uploaded)

Applications will be reviewed as they are received


  • Initial screen via audio and/or video (your choice!) answering a few short questions about AdvicePay and the position

  • First-round interview

  • Work sample 

  • Final round interviews, including:
    • Meet some of the Team

    • Company’s Core Values interview

    • Final interview with an Executive Team Member

  • Our typical hiring process takes 6-8 weeks from when we first post the job to when we extend a final offer

After applying, please be on the lookout for an email from us confirming receipt of your application, as well as future correspondence (emails sometimes get caught in your Junk/Spam folder or a Promotions tab)

AdvicePay believes that our Team Members, and the individual identities and experiences of our Team Members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our Team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. AP is beyond proud to be an equal opportunity employer.