Current Employees and Contractors Apply HereOsaic Careers
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
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.
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