Financial Analyst II, Sales

FP&A Opportunity in Financial Services

Financial Analyst II, Sales

Location(s):

7755 Third Street North, Oakdale, MN 55128

18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type: Full time

Salary

$80,000 - $100,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package.

Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary

The Financial Analyst II is primarily responsible for supporting Osaic’s business unit FP&A functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. The Financial Analyst II will play a critical role in enterprise reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.

Responsibilities

Business Partnering

• Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities
• Provide financial guidance and support to drive decision-making, performance improvement, and cost management
• Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance

Financial Planning & Analysis

• Lead the development and implementation of financial planning, budgeting, and forecasting processes
• Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency
• Work with specific units in the context of monthly financial reporting, annual budgeting, forecasting, evaluation of new initiatives, and performance improvement

Management Reporting

• Preparation of monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).
• Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for senior management.
• Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.

Other Responsibilities

• Answers inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting
• May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions
• Develop and maintain excellent relationships with colleagues across business units

Education Requirements

• Bachelor’s Degree from an accredited university in business, finance, accounting, economics, or related field required

Basic Requirements

• Minimum of 3–5-years’ experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, or Salesforce)
• Advanced Skills in MS Office products, particularly Excel and PowerPoint
• Intermediate to advanced financial modeling and analysis skills
• Analytical skills, including the ability to identify key trends and drivers
• Strong written and verbal communication skills
• Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment
• Self-starter who will anticipate challenges and work proactively to resolve issues
• Comfortable working within an entrepreneurial, “roll-up your sleeves” environment
• Team player with a customer service mentality

Preferred Requirements

• Broker-dealer or other relevant financial services industry experience

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.