Virtual Financial Advisor at Thrivent, providing purpose - based financial advice and engaging with clients. Leveraging strong consultative skills to empower financial well - being while working in a hybrid role.
About the role
- FP&A Analyst shaping financial insights at AirLife. Partnering with leaders to deliver actionable analysis and maintain financial models in a hybrid role.
Responsibilities
- Play a critical role in shaping financial insights that drive strategic decisions across our business
- Partner closely with leaders in Sales, Marketing, Operations, and Supply Chain to deliver actionable analysis and data-driven recommendations
- Design and maintain driver-based financial models, support the budgeting and forecasting processes, and conduct monthly performance reviews that illuminate key business trends
- Influence how resources are allocated and how growth opportunities are pursued.
Requirements
- 2–4 years of experience in FP&A or closely related analyst roles (corporate or business-unit finance)
- Advanced financial modeling, forecasting, and data visualization expertise, with proficiency in Excel (dynamic arrays, Power Query/Pivot) and Power BI (or similar)
- Strong business partnering and communication skills, able to influence, challenge assumptions, and tell the story behind the numbers
- Skilled in process improvement and automation (e.g., Power Query, Power BI, OneStream, and emerging AI tools)
- Bachelor’s in Finance, Accounting, Economics or related field; MBA/CPA a plus.
Benefits
- Health and Wellness benefits
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Virtual Financial Advisor at Thrivent delivering meaningful financial guidance to clients. Engaging with existing clients and accessing tools to provide tailored recommendations.
Virtual Financial Advisor providing financial guidance to clients aligned with Thrivent’s mission. Engaging existing clients and utilizing a robust advice framework in a hybrid work environment.
Virtual Financial Advisor at Thrivent guiding clients in their financial plans and well - being. Engaging with clients virtually to provide tailored financial advice and support their financial goals.
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