Sr. Financial Analyst, FP&A - Supported Independence Channel
- 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:
- Develop and maintain acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions.
- Coordinate and lead end-to-end due diligence efforts across financial, operational, legal, and compliance functions while managing multiple workstreams and timelines.
- Conduct post-mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
- Ensure clean hand-off to the finance integration team to ensure smooth transition post-close.
- Assess the financial and economic performance of various business opportunities through detailed understanding of revenue and cost drivers.
- Assists in the production of analysis and recommendations for senior management with respect to strategic opportunities and acquisition business decisions.
- Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit.
- Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems.
- Mentor junior team members.
- All other duties as assigned.
- Bachelor’s Degree from accredited university in Accounting, Finance or another related field is required. Master’s Degree preferred.
- Minimum of 5 years’ experience in M&A, revenue management, finance or business analysis role
- Advanced financial modeling and analysis skills required
- Solid knowledge of financial statements, corporate finance and accounting principles required
- Knowledge of valuation techniques such as Discounted Cash Flow (DCF), Internal Rate of Return (IRR), Multiple on Invested Capital (MOIC), and Comparable Company Analysis
- Expert proficiency in the use of business applications, particularly Excel and PowerPoint
- 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
- Strong written and verbal communication skills
- Team player with a customer service mentality
- FINRA licenses (Series 7 or SIE)
- CPA, CFA or CMA designations
- Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
- Experience with Workday Financials
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