Finance Business Intelligence Analyst I

Financial Data Analytics Opportunity in Financial Services

Finance Business Intelligence Analyst 1

Location(s):

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

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

Osaic is not considering remote candidates at this time.

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type: Full-time, Exempt

Salary: $50,000 - $60,000 per year + annual performance-based bonus

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

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: .

Summary:

We are seeking a detail-oriented and eager-to-learn individual to join our Finance Business Intelligence team. This junior-level role supports the team by assisting with data preparation, routine reporting, and basic analysis used across the Finance organization. You will help maintain key financial data sources, support senior analysts in their work, and gain exposure to firmwide reporting processes within our fast-growing, pre-IPO environment.

This is an excellent opportunity for someone early in their career who is interested in financial data, reporting, and analytics, and who wants to build foundational skills within a collaborative Finance BI team.

Education Requirements:

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities:

• Assist with updating and maintaining basic financial reports and spreadsheets in Excel
• Support routine data checks to ensure accuracy and completeness
• Prepare data extracts or simple visualizations for use by senior analysts
• Help maintain dashboards and reporting tools (e.g., Power BI, Tableau) under guidance
• Perform basic SQL queries or data pulls (training provided if needed)
• Assist with documenting processes, data definitions, and recurring report steps
• Support team members on ad-hoc data requests and administrative reporting tasks
• Participate in cross-functional meetings to learn business processes and data flows

Basic Requirements:

• Proficiency with Microsoft Excel, PowerPoint, and Word
• Basic understanding of data analysis concepts
• Interest in learning SQL, Power BI, and data visualization tools
• Strong attention to detail when working with numerical data
• Ability to follow established processes and ask questions when uncertain
• Comfortable working collaboratively with multiple team members

Preferred Requirements:

• Introductory experience with Excel functions (e.g., VLOOKUP, PivotTables)
• Exposure to SQL, Power BI, Tableau, or similar tools
• Previous internship or entry-level experience in finance, analytics, or reporting
• Curiosity about financial services and how financial data is used in decision-making

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.

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.

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

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