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