Corporate Finance Opportunity in Financial Services
Financial Analyst II
Location(s): 18700 N. Hayden Road, Scottsdale, AZ 85255
7755 Third St. North, Oakdale, MN 55128
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: $75,000 - $85,000 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 II 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 II 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:
Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities.
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.
Creates and provides reporting on advisor retention 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.
Act as a trusted advisor to the finance leadership team, offering insights into financial trends and operational performance within business.
All other duties as assigned.
Management Reporting and Forecasting
Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs)
Implement 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 senior management
Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.
Financial / Reporting Systems
Experience in Salesforce required
Develop and implement dashboards, reports, and real-time analytics within Salesforce to leverage with business partners
Expand usage of Salesforce with forecasting and management reporting with business partners and across the Business Partner Finance Team
Other Responsibilities
Answers inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting
May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions
Develop and maintain excellent relationships with colleagues across business units
All other duties as assigned
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 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 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 (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Top Skills
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.
