Corporate Finance Leadership Opportunity in Financial Services
Finance Director, Business Intelligence
Location(s):
7755 Third Street North, Oakdale, MN 55128
18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Schedule: 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: $165,000 - $175,000 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 Director of Finance, Business Intelligence reports directly to the CFO and will lead our finance data strategy, analytics and business reporting capabilities. This role is responsible for transforming fragmented legacy financial data into analysis that supports strategic decision-making across the firm. As we continue to scale and evolve, we are seeking a visionary and execution-driven leader to drive transformation of our data into actionable business insights. This Finance Director role requires a unique blend of technical data expertise, financial acumen, and project management skills. Grounded in accuracy and transparency, you will collaborate with stakeholders across finance, data strategy, technology, operations and go-to-market to build data-driven insights.
Responsibilities:
- Collaborate with senior leaders to provide financial insight, metrics and analysis that drive decisions based on data.
- Develop executive and business dashboards that unify and clean disparate financial data sources.
- Build scalable, sustainable and repeatable analysis and data sets that provide consistent results and insights.
- Build intuitive automated reporting that drives insight into business performance by partnering with consumers of data across the business.
- Support deployment of tools that automate data driven processes in finance and across the business, with a particular focus on go to market and advisor recruiting activities to ensure results transparency, territory management and process efficiency.
- Close collaboration with data owners to ensure consistency in use and definition of data, contribute to data strategy and own components of data governance aligned with finance data sets.
- Work closely with Technology to align data architecture and governance with business needs.
- Lead and develop a team of financial professionals providing mentorship, coaching and fostering a collaborative, high-performance culture.
- Identify pathway to solve large scale data reporting challenges in collaboration with data teams and technology to ensure ongoing progress to best in class reporting.
- All other duties as assigned.
Education Requirements:
- Bachelor’s Degree from accredited university in Finance, Business Analytics or another related field is required. Master’s Degree preferred.
Basic Requirements:
- Minimum of 8 years’ experience in FP&A, finance, or business analysis role
- Minimum of 3 years’ experience managing staff
- Financial services industry experience (wealth management, investment management, broker-dealer, insurance, securities) required
- Advanced financial modeling and analysis skills
- Solid knowledge of financial statements, corporate finance and accounting principles
- Significant experience with SQL Server and Snowflake
- Desire to work with an entrepreneurial, “roll-up your sleeves” environment
- Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
- Expert proficiency in the use of business applications, particularly Excel, Power BI and PowerPoint
- Experience with financial reporting and general ledger applications tools
- Experience performing analysis with large datasets
- Self-starter who will anticipate challenges and work proactively to resolve issues
- Ability to work with all levels of management
- Must have acute attention to detail
- Strong written and verbal communication skills
Preferred Requirements:
- FINRA licenses
- CPA, CFA or CMA designations
- Experience with Python Coding / Development
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.
