Financial Analyst I

Corporate Finance FP&A Opportunity in Financial Services

Financial Analyst I

Location(s): 7755 3rd Street North, Oakdale, MN 55128

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:         $60,000 - $70,000 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 Financial Analyst I 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 I 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:

• 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
• Modeling recruiting and retention deals in collaboration with business partners; adhere to SLAs and standards set forth in operating procedures.
• Creates and provides reporting on advisor recruiting 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
• Management Reporting and Forecasting
• Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs)
• Complete 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 management
• Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.

Financial / Reporting Systems

• Experience in Salesforce desired
• Ability to work with dashboards, reports, and real-time analytics within Salesforce to leverage with business partners
• All other duties as assigned.

Education Requirements:

• Bachelor’s Degree from an accredited university in business, finance, accounting, economics, or related field required.

Basic Requirements:

• Minimum of 1–3-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 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