Current Employees and Contractors Apply HereOsaic Careers
Corporate Finance Opportunity in Financial Services
Financial Analyst
Location(s): 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.
Role Type: Full time
Salary: $50,000 - $80,000 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:
We are looking for a driven and highly motivated Financial Analyst to join our Corporate Financial Planning & Analysis team. The Financial Analyst will play a critical role in revenue management reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.
Responsibilities:
- Develops, improves, and maintains financial models of our strategic partner, clearing, and advisor fee revenue streams as part of the company’s monthly financial reporting, annual budgeting, and periodic forecasting processes
- Supports internal finance team with month end close and financial reporting
- Monitors performance of assigned strategic partner, clearing, and advisor fee revenue areas and prepares quarterly reports for senior management
- Assists in external quarterly reporting, including lender presentations and 10-Q/K reports
- Assists with aggregation and completion of annual competitor analysis
- Ability to work independently or collaboratively to solve complex problems
- Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit
Education Requirements:
- Master’s degree in business, finance, economics, accounting, or related field preferred, bachelor’s degree from accredited university in in business, finance, economics, accounting, or related field required.
Basic Requirements:
- Proficiency in MS Office products, particularly Excel and PowerPoint
- Intermediate to advanced financial modeling and analysis skills required
- Knowledge of financial statements, corporate finance and accounting principles required
- 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
- Attention to detail and effective organizational skills
- Solid financial and business management foundation
- Comfortable working within an entrepreneurial, “roll-up your sleeves” environment
- Strong written and verbal communication skills
- Team player with a customer service mentality
Preferred Requirements:
- Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
- Experience with financial tools (Power BI, Adaptive Planning and Workday Financials)
Current Employees and Contractors Apply Here
Top Skills
What We Do
Osaic provides the support, resources, and community designed for the future of wealth management.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., Osaic FS, Inc., and Triad Advisors, LLC, broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., Osaic Services Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Osaic Advisory Services, LLC, and Securities America Advisors, Inc., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., and Triad Advisors, LLC., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
