Financial Analyst I, W2 Channel

Corporate Finance Opportunity in Financial Services

Financial Analyst I, W2 Channel

Location(s):   18700 N. Hayden Road, Scottsdale, AZ  85255

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: $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, 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 will play a critical role in providing financial insights and support the financial performance of the W2 channel. This role involves close collaboration with business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

Responsibilities:

• Develop and maintain financial models in support of the company’s business development initiatives.
• Proactive management of budgeting, forecasting, and financial planning processes.
• Assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers.
• Provide financial guidance and support to drive decision-making, performance improvement, and cost management.
• Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
• 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 FP&A function.
• Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems.
• Work with large sets of data to drive analytics to assist in business decisions.
• 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-year experience in finance or business analysis role or experience in working in financial / reporting systems (Workday, SABOS, or Caesar)
• Proficiency in MS Office products, particularly Excel and PowerPoint
• 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