FP&A Opportunity in Financial Services
Financial Analyst II
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: $63,750 - $90,000 per year + annual performance-based 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 Analyst will play a critical role in providing financial insights and support the financial performance of various departments within the Operations and Technology solutions group. This role involves close collaboration with 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.
Offer insights into financial trends and operational performance.
Help develop and implement financial planning, budgeting, and forecasting processes.
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.
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 3-5 years’ experience in FP&A, finance, or business analysis role
Advanced financial modeling and analysis skills preferred
Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
Advanced proficiency in the use of business applications, particularly Excel and PowerPoint
Experience with financial reporting and general ledger applications tools is required, experience with Workday Financials a plus.
Must have acute attention to detail
Strong written and verbal communication skills
Preferred Requirements:
Prior financial services industry experience required (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Skills Required
- Bachelor's Degree in Accounting, Finance or related field
- Master's Degree
- 3-5 years' experience in FP&A, finance, or business analysis
- Advanced financial modeling and analysis skills
- Advanced proficiency with Excel and PowerPoint
- Experience with financial reporting and general ledger applications
- Experience with Workday Financials
- Demonstrated ability to manage multiple projects in a fast-paced, deadline-oriented environment
- Acute attention to detail
- Strong written and verbal communication skills
- Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Osaic Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Osaic and has not been reviewed or approved by Osaic.
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Leave & Time Off Breadth — Paid time away includes PTO, sick time, holidays, and volunteer days available from the start. The breadth supports work–life balance with a Monday–Friday schedule.
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Healthcare Strength — Health coverage spans medical, dental, vision, life, and disability with HSA/FSA options and day-one eligibility. The package also includes wellness initiatives and adoption assistance.
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Retirement Support — A 401(k) with company match and immediate vesting is offered. This supports long-term savings starting on the first day.
Osaic Insights
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.
