Finance Manager, FP&A – W2 Channel

Corporate Finance Leadership Opportunity in Financial Services

Finance Manager, FP&A – W2 Channel

Location(s):   

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

Salary: $110,000 - $120,000 per year + annual 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: https://careers.osaic.com/Creative/Benefits.

Summary:

The Finance Manager will play a critical role in providing financial insights, supporting strategic decision-making, and enhancing the financial performance of the W2 Channel. This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

Responsibilities:

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

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

• Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance.

• Lead the development and implementation of financial planning, budgeting, and forecasting processes.

• Segment financial performance based on majority and minority deal structures, ensuring clarity in revenue streams, profitability, and cost allocation

• Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.

• Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives.

• Management Reporting

• Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).

• Develop dashboards and visualizations to communicate financial results to senior management and business partners.

• Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.

• Identify and implement process improvements to enhance the efficiency and effectiveness of the Finance Business Support function.

• Leverage technology and automation to streamline financial planning and reporting processes.

• Ensure robust internal controls and adherence to best practices in financial management.

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 5 years’ experience in FP&A, finance, or business analysis role

• Advanced financial modeling and analysis skills required

• 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 and PowerPoint

• Experience with financial reporting and general ledger applications tools is required

• Must have acute attention to detail

• Strong written and verbal communication skills

Preferred Requirements:

• 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