Financial Data Analytics Opportunity in Financial Services
Finance Business Intelligence Analyst 1
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, Exempt
Salary: $65,000 - $77,000 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:
We are looking for a data-driven motivated individual to join the Finance Business Intelligence team! Finance Business Intelligence is a central role in driving critical reporting, strategic direction, and evaluating firm wide performance. Finance Business Intelligence has an outsize role within our pre-IPO firm and generally collaborates with almost every corporate function.
Education Requirements:
Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
Reviewing and maintaining existing financial models for MD&A Level Reporting in MS Excel
Creating interactive data experiences in visualization tools such as PowerBI and Tableau
Writing, Reviewing, and Maintaining code SQL and Snowflake
Monitoring data quality and performance within the Finance team
Creating custom data curations for partner teams within the organization to drive strategic goal obtainment
Identifying, scoping, and proposing solutions to potential operational opportunities including potential automation when appropriate
Basic Requirements:
Proficient with Microsoft Office Products such as Excel, PowerPoint and Word
Proficient with SQL, Snowflake and PowerBI
Able to handle complex, inter-related large data sets and discern insights from them
Able to take complex data insights and create simpler action plans, power points, and communication materials
Able to partner cross-functionally across broad discipline groups to understand the foundational nature of complex data structures
Preferred Requirements:
Previous FP&A experience, previous experience in the financial services industry
Working knowledge of Sarbanes Oxley, the Dodd-Frank Consumer Protection Act, the 1933 Securities Act, and the 1934 Securities Exchange Act
Experience designing database objects and auditing data governance policies
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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.
