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: https://careers.osaic.com/Creative/Benefits

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)