Corporate Finance Opportunity in Financial Services
Senior Financial Analyst
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 – $95,000 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 Senior Financial Analyst is primarily responsible for supporting Osaic’s Corporate Finance function, which broadly encompasses financial analysis, recruiting economics, long range planning and M&A activities. In this capacity, the ideal candidate will play a leading role in various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.
Education Requirements:
Master’s Degree in Finance preferred, Bachelor’s Degree from accredited university in Finance or other related field is required.
Responsibilities:
Develops/maintains complex financial models as part of the company’s forecasting, budgeting, and annual planning processes (weekly flashes, monthly reporting, annual planning / budgeting)
Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
Assesses the financial and economic performance of various businesses through detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability
Work with specific units in the context of regular financial monitoring, evaluation of new initiatives, budgeting, forecasting, and performance improvement
Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for senior management
Maintains forecasting, budget, and key operating metrics and databases within applicable systems
Assists with implementation of new tools and systems
Assists in the producing analysis and recommendations for senior management with respect to strategic business decisions
Helps to improve current finance processes through simplification and/or automation
Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit
Mentor junior team members
All other duties as assigned
Basic Requirements:
Minimum of 5 years’ experience in FP&A, finance or business analysis role
Advanced financial modeling and analysis skills required
Solid knowledge of financial statements, corporate finance and accounting principles required
Expert proficiency in the use of business applications, particularly Excel and PowerPoint
Experience with financial reporting, corporate finance, and general ledger applications tools
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
Strong written and verbal communication skills
Team player with a customer service mentality
Preferred Requirements:
Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Experience with financial tools (Adaptive Planning and Workday Financials) a plus
MBA degree is a plus
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.
