Finance Manager
Allworth Airline Advisors (Formerly RAA), Dallas, TX, United States
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
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 401(k) 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.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
#J-18808-Ljbffr
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
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 401(k) 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.
Allworth Financial participates in E-Verify. Click here for more information.
California residents, click here for our privacy policy.
#J-18808-Ljbffr