Financial Analyst II

Corporate Finance Opportunity in Financial Services

Financial Analyst II

Location(s): 18700 N. Hayden Road, Scottsdale, AZ 85255

7755 Third St. North, Oakdale, MN 55128

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: $75,000 - $85,000 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:

Summary:

The Financial Analyst II is primarily responsible for supporting Osaic’s business partner finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. The Financial Analyst II will play a critical role in modeling recruiting deals, enterprise reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.

Responsibilities:

• Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities.

• Develop and maintain financial models in support of the company’s business development initiatives, assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers.

• Creates and provides reporting on advisor retention and profitability programs for multiple audiences, including the executive leadership team.

• Provide financial guidance and support to drive decision-making, performance improvement, and cost management.

• Act as a trusted advisor to the finance leadership team, offering insights into financial trends and operational performance within business .

• All other duties as assigned.

Management Reporting and Forecasting

• Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs)

• Implement monthly, quarterly, and annual forecasting process for recruiting and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement

• 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.

Financial / Reporting Systems

• Experience in Salesforce required

• Develop and implement dashboards, reports, and real-time analytics within Salesforce to leverage with business partners

• Expand usage of Salesforce with forecasting and management reporting with business partners and across the Business Partner Finance Team

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

• All other duties as assigned

Education Requirements:

• Bachelor’s Degree from accredited university in Accounting, Finance or another related field is required. Master’s Degree preferred.

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, etc.)

• Advanced Skills in MS Office products, particularly Excel and PowerPoint

• Experience working in Salesforce

• 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:

• Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

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.