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Commonwealth
is hiring
Data Analyst, Product
About Our Company
Who We Serve
Independent financial advisors turn to Commonwealth for sophisticated business solutions, specialized consulting, and powerful tools that enable them to realize their vision. A community of passionate, driven people representing some of the best and brightest in the industry, Commonwealth is the partner of choice for more than 2,000 independent financial advisors nationwide.
Your Advantage
The firm takes a holistic, advisor-centric approach to creating strategies and solutions designed to give you a competitive advantage at every stage of your journey—whether you’re growing an existing practice, embarking on a fee-only path, or breaking free to explore independence for the first time.
Evolve your business with flexible affiliation options, pioneering practice management, and entrepreneurial capital. Accelerate your growth with a synchronized approach that integrates advanced planning and research, complete marketing support, and personalized development programs. Streamline your operations with holistic investment solutions, collaborative compliance, and powerful technology, including a unified software platform that supports managing your client’s accounts and running your business.
Job Description & Responsibilities
We’re looking for a product financial data analyst to join our product management team. The ideal candidate will play a crucial role in analyzing product-related financial data and providing insights that will shape our product strategies. This role requires a blend of financial acumen, analytical skills, and a keen understanding of how product performance data impacts business outcomes.
Key Responsibilities
- Analyzing financial data related to product performance, including revenue, cost, and profitability metrics
- Developing financial models to forecast future product performance
- Collaborating with product managers and cross-functional teams to gather data and insights on product trends and market dynamics
- Preparing regular financial reports and dashboards for senior management, highlighting key financial trends and analysis
- Supporting the budgeting and forecasting processes for product lines
- Conducting various scenario analyses to understand the differences between actuals and forecasts (and recommend corrective actions)
- Participating in strategic projects and initiatives to enhance financial reporting and analytical capabilities
- Ensuring data quality and integrity in all financial reporting and analytics
Requirements
Core Strengths And Skills
- Detail-oriented and strategic
- Comfortable navigating ambiguity in a fast-paced and dynamic environment
- Bachelor’s degree in quant STEM with relevant minimum 2-year work experience
- Experience with financial modeling, data analysis, scenario analysis, and working with stakeholders to develop P&Ls
- Basic knowledge of product management principles and practices
- Strong communication and interpersonal skills, with the ability to collaborate effectively both in-person and virtually
What we offer
If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Corporate Strategy department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!
