Analyst, Finance & Banking, Financial Analyst

Signify Wealth is a fast-growing, privately held wealth management firm providing comprehensive financial planning for the Influential. Our mission is to help athletes build financial enterprises that outlive their playing days. We’re a team of purpose-driven professionals dedicated to delivering excellence and making a difference.

We’re seeking a motivated Analyst to join our growing team! In this hybrid role, you’ll have the opportunity to work closely with clients and our internal team to contribute to their financial success while building a fulfilling career with room to grow. Your responsibilities will span accounts receivable, accounts payable, financial analysis, and process optimization.

• Collaborate with client affairs managers to deliver exceptional service for a select group of clients.
• Accurately record, document, reconcile, and review financial transactions including client bill management.
• Manage invoice processing, payments, and transfers.
• Prepare and analyze budget reports to uncover spending trends and insights.
• Ensure appropriate insurance coverage by managing related processes.
• Prepare and maintain client forms while coordinating tax documents for filings.

• Bachelor’s degree in a related field, plus 1+ years of relevant experience.
• Exceptional attention to detail and ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Outstanding verbal and written communication abilities.

• A supportive, purpose-driven work environment that values growth and innovation.
• Opportunities to make a meaningful impact in the lives of our clients and community.
• Competitive compensation and benefits. Salary range is $55-70K with employer paid health benefits and generous PTO.
• A clear path for career advancement and personal development.