Corporate Finance Opportunity in Financial Services
Financial Analyst II
Location(s):
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
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: $80,000 – $90,000 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 is primarily responsible for supporting Osaic’s Corporate Finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. In this capacity, they will play a leading role in various analytical and management reporting efforts while developing and managing relationships with key leaders and stakeholders within different business units.
Education Requirements:
Bachelor’s Degree from accredited university in Business, Financia, Accounting, Economics, or related field is required.
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
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
Creates and provides reporting on Advisor loan programs for multiple audiences, including the executive leadership team
Monitors Advisor terminations and build reporting to help drive business conversation
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
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, or Salesforce)
Advanced Skills 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
Skills Required
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field
- Minimum of 3-5 years experience in finance or business analysis or working with financial/reporting systems
- Experience with Microsoft Power BI, Microsoft SQL Server, or Salesforce
- Advanced skills in Microsoft Excel and Microsoft PowerPoint
- Intermediate to advanced financial modeling and analysis skills
- Strong analytical skills, including ability to identify key trends and drivers
- Strong written and verbal communication skills
- Demonstrated experience managing multiple projects in a fast-paced, deadline-oriented environment
- Self-starter with proactive problem-solving
- Comfortable working in an entrepreneurial, hands-on environment and a team player with customer service mentality
- Willingness to work on-site at listed hubs with a minimum of 4 days per week in the office (no remote candidates)
- Prior financial services industry experience
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.
