Finance Manager, Operations

Finance Opportunity in Financial Services

Finance Operations Manager

Location(s):

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

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: $120-000 - 140,000 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:

We are seeking a strategic and results-driven Finance Manager of Operations to join our dynamic team at Osaic. In this role, you will have the opportunity to influence key financial decisions, optimize operational processes, and drive efficiency across the organization. You’ll work closely with senior leadership to provide actionable insights, manage budgets, and ensure compliance with financial standards. If you are passionate about leveraging data to improve business performance and thrive in a fast-paced environment, this is an excellent opportunity to make a meaningful impact.

Education Requirements:

• Master’s degree in finance, Business Management, Business Intelligence preferred, bachelor’s degree from accredited university in Finance, Business Management, Business Intelligence.

Responsibilities:

• Oversee financial operations and ensure alignment with organizational goals

• Develop and manage budgets, forecasts, and financial models to support strategic initiatives

• Develop demand models to better forecast / understand staffing requirements to achieve various service levels

• Develop cost to serve analysis to understand key drivers of spend to drive M&A valuation and efficiency opportunities

• Monitor and analyze key performance indicators (KPIs) to identify trends and opportunities for improvement

• Collaborate with cross-functional teams to streamline financial processes and enhance operational efficiency

• Ensure compliance with regulatory requirements and internal financial policies

• Prepare and present financial reports to senior leadership, providing actionable insights and recommendations

• Support decision-making through data-driven analysis and scenario planning

• Lead process improvement initiatives to optimize resource allocation and cost management

Basic Requirements:

• Bachelor’s degree in finance, Accounting, or related field

• 5+ years of experience in financial management or operations within a corporate environment

• Strong understanding of financial reporting, budgeting, and forecasting processes

• Proficiency in financial systems and tools (e.g., Excel, ERP platforms)

• Excellent analytical and problem-solving skills with attention to detail

• Ability to communicate complex financial concepts clearly to non-financial stakeholders

• Strong organizational and time management skills to handle multiple priorities

• Demonstrated ability to work collaboratively in a team-oriented environment

Preferred Requirements:

• Master’s degree in finance, Business Management, or related discipline

• Experience in the financial services or wealth management industry

• Familiarity with business intelligence tools and data visualization platforms

• Proven track record of leading process improvement initiatives

• Advanced proficiency in financial modeling and scenario analysis