Role Description The Senior FP&A Analyst is responsible for developing forecasts, preparing financial reports, and utilizing advanced modeling techniques. This role involves collaborating on key performance indicators (KPIs), providing strategic insights, implementing best practices, and leading and mentoring junior analysts. This position is fully remote. - Lead the development and preparation of annual and quarterly forecasts and long-term financial projections and scenario analyses. - Collaborate with department leads to identify key performance indicators and business drivers including ongoing reporting and monitoring. - Provide strategic insights and recommendations to business leaders and evaluate the impact of strategic initiatives and business opportunities. - Utilize advanced modeling techniques to analyze a wide range of data and financial statements, and turn that data into action, whether that looks like process improvements, best business practices, or other data-backed solutions. - Prepare and present period financial reports to key stakeholders, develop and maintain financial dashboards, and ensure accuracy and timeliness of financial reporting. - Implement best practices in financial planning and analysis including continuous improvement of FP&A processes and systems. - Use your leadership skills to mentor and train junior FP&A analysts and lead and coordinate FP&A team activities and projects. Qualifications - Expert-level Excel skills. - SQL experience preferred. - Working knowledge of financial data: forecasting, reporting, and analysis experience, a keen understanding of financial statements and financial data. - Ability to swiftly extract key insights from data. - Proven ability to approach complex problems with curiosity and an analytical mindset. - Adapt quickly, manage competing projects, and challenge the status quo. Requirements - At least 6 years of experience or education focused on financial planning & analysis. - Bachelor's degree in Statistics, Economics, or Accounting/Finance or related field. - Must be qualified to work in the United States. Benefits - Competitive compensation. - Full medical, dental, and vision coverage for full-time employees. - Generous PTO + paid holidays. - 401(k) + company match. - Gym membership stipend + wellness programs (earn PTO and prizes!). - Company events and food truck nights. - 16 hours of paid volunteer time per year — give back to the community you call home. - Career advancement, leadership training, and professional development opportunities.

About Trajan Wealth With over $3 billion in assets under management and advisement, Trajan® Wealth is one of the fastest-growing Registered Investment Advisor firms in the country. What sets us apart is our fully integrated, in-house model - combining fee-only wealth management, estate planning through Trajan Estate, and tax strategy through Trajan Tax. We don't refer out critical components of a client's financial life. We bring them together under one fiduciary standard - the Family Office. Role Overview This role is not for everyone. It is designed for advisors who want to build, not inherit. Trajan Wealth is expanding nationally and seeking entrepreneurial Financial Advisors to lead the development of new and emerging markets. We are open to any US base location for this role. This is a W2 role designed for advisors who want more than a book - they want to build a market, establish a presence, and scale a business. Advisors begin by leveraging our seminar platform to build trust, drive engagement, and generate new client relationships. Once key production milestones are achieved, advisors unlock Trajan's full growth engine - including our in-house marketing agency and client development teams that deliver consistent, qualified opportunities. This is a unique opportunity to build something - and then scale it with the full support of an established firm behind you. What Makes Trajan Different Once your market is established, you gain access to a platform designed to accelerate your growth: - In-house marketing agency (radio, TV, seminars, digital) - Dedicated client development team delivering even more qualified meetings per week above and beyond educational seminars - Full operational infrastructure: client service, CRM, investment, IT, HR, compliance - A proven, repeatable sales process - Integrated estate and tax planning through in-house attorneys and CPAs You focus on meeting clients and closing business. We handle the rest. Today, the average Trajan Advisor produces approximately $40M per year in new assets. Duties and responsibilities Lead Educational Seminars - Host and present retirement and financial planning seminars within your territory - Educate prospective clients on retirement income strategies, investment management, annuities, trusts, and estate planning - Build trust and credibility through a consultative, education-first approach aligned with Trajan's fiduciary philosophy - Convert seminar attendees into long-term client relationships through a proven and repeatable process Establish and Grow a Market - You're not taking a job, it's the key role to building a new market - Serve as the lead representative of Trajan Wealth within your territory, building brand presence and trust in the local market - Develop and grow a client base through seminars, referrals, and strategic community engagement - Build and scale a local advisory practice as part of Trajan's national expansion strategy - Establish yourself as a trusted resource for retirement, investment, tax, and estate planning within your community - Conduct in-depth meetings with clients and prospective clients to understand their financial goals, concerns, and overall financial picture - Design and implement customized financial strategies that integrate investment management, tax planning, and estate considerations - Help clients make informed decisions and remain confident in their financial future through all market environments Collaborate with Internal Teams - You're supported by a machine that helps you win. - Leverage Trajan's CRM and operational infrastructure to effectively manage client relationships and track opportunities - Partner with internal teams across planning, client service, investment, and marketing to deliver a seamless, high-quality client experience - Utilize firm resources and support systems to enhance productivity, improve client outcomes, and scale Qualifications - Clean BrokerCheck / U4 record - Bachelor's degree or equivalent experience - Series 65, Series 66, or CFP® designation - Life and Annuity license - 5+ years of financial advisory or investment experience - Strong presentation skills - Experience working with retirement planning clients - Minimum 3 years of experience using a CRM system - Proficiency in Microsoft Office - Excellent written and verbal communication abilities - Proactive work style and strong personal ethics aligned with fiduciary responsibility Benefits - W2 position with a base salary up to $150K depending on experience plus bonus (Top performers earn $300K - $600K plus) - 401k with matching up to 13% - United Healthcare PPO Medical employee coverage paid by Company - Delta Dental PPO, United Healthcare Vision, Short Term, Long Term, Life Insurance and many more voluntary options available - Generous holidays and PTO - If you're good with clients, this will be your last U4 application. If you're looking to build something meaningful, grow your income, and operate within a true fiduciary family office model, Trajan Wealth is the company to do it with.

About First Connect: First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 130 carriers, selling various insurance policies, including home, auto, small business, and more. We’re on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We’ve got thousands of active agents with hundreds joining monthly and we plan to accelerate our growth. The Role: First Connect is on a mission to scale and enhance our financial operations. We are looking for an analytical, self-starting Financial Analyst to join our team and help build our Finance function. The ideal candidate is detail-oriented and thrives in a fast-paced environment. This role reports to the Senior Financial Analyst and currently has no direct reports What You’ll Do: Financial Operations & Data Integrity - Perform monthly bank reconciliations to ensure high levels of accuracy in all financial records. - Proactively investigate and resolve discrepancies between carrier payments and bank statements. - Establish and maintain data validation protocols to ensure "single source of truth" integrity across all reporting platforms. - Ensure data accuracy to provide a reliable foundation for critical business decisions Commission Management - Manage and process monthly agent commissions accurately and on schedule. - Audit and maintain the accuracy of Carrier rates and Agent commission rates within the First Connect Portal to ensure 100% accuracy in automated commission calculations. - Serve as the primary point of contact for complex or escalated commission-related inquiries. Analysis & Reporting - Asist the Accounting team during the monthly financial closing process - Use data-driven analysis to identify business trends, financial insights, and opportunities for growth. - Collaborate with Product and Operations to identify and implement process improvements that enhance financial reporting and workflow efficiency - Partner with stakeholders to gather data and provide actionable financial insights to Senior Management. - Adhoc Projects and Reports as requested What You’ll Bring: - Bachelor’s degree (B.A. or B.S.) in Finance, Accounting, or a related quantitative field. - 3+ years of progressive experience in Finance or Accounting, with a strong preference for candidates from SaaS, FinTech, or high-growth startup environments - Advanced proficiency in Microsoft Excel and experience navigating CRM systems and financial ERP tools - Proven ability to thrive in a fast-paced, evolving work environment while maintaining composure and meeting tight deadlines - Exceptional organizational skills with a "militant" attention to detail and data accuracy - A self-starter who thrives with minimal supervision; must possess the "learning agility" to grasp new tools and complex processes quickly while independently navigating ambiguity Benefits & Perks: First Connect treats its team members with the same level of dedication and care as we do our customers, which is why we’re fortunate to provide our team with: - Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families. - We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP) - Equity - This position is eligible for equity compensation - Training and Career Growth - Training and internal career growth opportunities - Flexible Time Off - You know when and how you should recharge The base pay range for the role is $75,000 - $85,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs and market demands. First Connect is an equal-opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion. Applicants are considered solely based on their qualifications, without regard to an applicant’s disability or need for accommodation. Any First Connect applicant who requires reasonable accommodations during the application process should contact the First Connect People Team to make the need for an accommodation known.

Role Description We’re hiring an FP&A Analyst to support our Corporate HQ in Columbia, MO and we’re looking for someone who’s ready to grow with us, bring energy and drive to their work, and help us build the future of construction. This position is fully remote. - Assist in preparation of annual budget, periodic forecasts and long-term financial projections and scenario analyses - Analyze financial performance by comparing actual results to budget and forecasts and conduct variance analysis to identify trends and deviations - Assist in preparation of periodic financial reports and develop and maintain financial dashboards and key performance indicators - Gather financial and operational data and ensure the accuracy and consistency of data in financial models and reports - Develop and maintain financial models to support planning and forecasting and support business units with financial insights and analysis - Conduct market and competitive research to support financing planning and benchmarking Qualifications - Expert-level Excel skills - SQL experience preferred - Working knowledge of financial data: forecasting, reporting, and analysis experience, a keen understanding of financial statements and financial data - Ability to swiftly extract key insights from data - Proven ability to approach complex problems with curiosity and an analytical mindset - Adapt quickly, manage competing projects and challenge the status quo Requirements - At least 2 years of experience or education focused on financial planning & analysis - Bachelor's degree in Statistics, Economics, or Accounting/Finance or related field - Must be qualified to work in the United States Benefits - Competitive compensation - Full medical, dental, and vision coverage for full-time employees - Generous PTO + paid holidays - 401(k) + company match - Gym membership stipend + wellness programs (earn PTO and prizes!) - Company events and food truck nights - 16 hours of paid volunteer time per year — give back to the community you call home - Career advancement, leadership training, and professional development opportunities