Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan. Our team is reimagining a 60-year-old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 130+ team members dispersed across the country.

We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!

THE JOB

As a Business Analyst on the Finance team, you will ensure the quality and accuracy of our financial data, processes, and commission platform. You will own financial metric integrity across Salesforce, Looker, and our proprietary Platform, while collaborating closely with the Product and Engineering teams on quality assurance. A primary focus will be applying your Tech Wiz mindset to identify and develop automation solutions for commission, accounting, and FP&A processes, and providing bespoke financial reporting and support to our advisors.

WHAT YOU’LL GET TO DO

• Data & System Integrity: Own the integrity of commission and core financial metrics throughout our Salesforce, Looker, and Platform systems.
• Quality Assurance & Product Opportunity: Work closely with Product and Engineering teams on QA efforts to ensure the quality of commission and platform functionality, and identify opportunities for product enhancement.
• Process Automation: Drive efficiency by identifying, developing, and deploying no-code/low-code solutions to automate commission, accounting, and Financial Planning & Analysis (FP&A) processes.
• Advisor Communication & Reporting: Manage bespoke advisor reporting using initial, v.5 solutions (no-code/low-code) with a clear intent to identify the most valuable reports for migration to the main platform.
• Month-End Support: Step in to assist with our month-end close process, contributing to accounting and billing responsibilities as the company continues to grow.

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

• 💪 Executer: You quickly ramp up and start executing on new initiatives, independently translating high-level ideas into action and driving progress towards team goals.
• 🎡 Process-Driven: You’re meticulous and excited about process improvement, ensuring quality output without letting a desire for perfection lead to indecision.
• 🔄 Accountable: You work independently, take ownership of challenges (grab the jump ball), and are comfortable in a culture of continuous feedback, both giving and receiving.
• 🤖 Tech Wiz: You expertly utilize technology—especially no-code/low-code tools—to make your work more effective and efficient using AI and other automation tools.

WHAT YOU HAVE

• 1-3 years of experience combining roles in finance/accounting, billing, and business analysis, with a strong focus on data and automation.
• Proven experience with financial metric integrity and reporting using tools like Salesforce and Looker (or similar BI/CRM tools).
• Deep expertise in developing automation and reporting solutions, ideally using no-code/low-code tools.
• Strong foundational knowledge of accounting, billing, and commission reporting processes, including month-end close.
• Excellent written and verbal communication skills, with a proven ability to translate complex financial concepts into clear, actionable communications.

WHAT WE VALUE @ SIGNAL

These are the values that drive how we operate and make decisions.

🌔  We’re obsessed with finding a better way. Never settle for less.
🏃  We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
👀  We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
🏈  We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
🧭  We do the right thing. Sticking to the highest standard of integrity is not optional.
💪  We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
🙏  Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.

🪞 We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution.
🚀 We launch big ideas and then obsess over feedback to learn how we can make it even better. 

COMPENSATION & BENEFITS

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include:

• Medical, vision, and dental coverage
• FSA or HSA-eligible health plans
• 3% 401k company contribution with no vesting period
• Paid parental leave for all parents
• Learning & Development stipend
• Wellness Programs
• Flexible vacation policy
• Dedicated sick days
• 10 company-wide holidays
• $500 for your home office setup
• Flexible, hybrid working environment (3 days in office)
• Annual all-company retreat
• Competitive equity package based on on role and level

Our company is committed to building a team that represents people from many different backgrounds and professional, educational, and life experiences. We strongly encourage you to apply, if you have interest in the role. So think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match every requirement on the job description.