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: $85,000 - $100,000 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 a key contributor within the Finance organization, responsible for delivering high-quality financial analysis, forecasting, and insights to support business decision-making. This role partners closely with cross-functional stakeholders to evaluate performance, identify trends, and drive financial discipline while supporting strategic initiatives.
The ideal candidate combines strong analytical capabilities with business acumen and the ability to communicate actionable insights to leadership.
Education Requirements:
Bachelor’s Degree from accredited university in Business, Finance, Accounting, Economics, or related field required.
Responsibilities:
Support and lead components of the annual budgeting, quarterly forecasting, and long-range planning processes
Develop and maintain financial models to project revenue, expenses, and key business drivers
Analyze financial results, identify variances, and provide clear explanations and recommendations
Prepare recurring and ad hoc reports for leadership, including dashboards and performance summaries
Partner with functional leaders (e.g., Finance, Product, Operations, Sales) to support financial decision-making
Provide actionable insights on cost management, revenue drivers, and operational efficiency
Support resource planning, investment evaluation, and cost optimization efforts
Translate financial data into clear business insights for non-financial stakeholders
Conduct scenario modeling, sensitivity analysis, and business case development for key initiatives
Support strategic projects such as new product launches, pricing changes, and process improvements
Evaluate financial impact of initiatives and track performance against expectations
Assist in long-term strategic planning and financial outlook development
Produce accurate and timely financial reporting packages
Ensure data integrity and consistency across financial systems and reports
Improve reporting processes and automate where possible
Leverage tools (e.g., Excel, Power BI, financial systems) to enhance data visualization and insights
Identify opportunities to improve financial processes, reporting accuracy, and efficiency
Support implementation of new tools, models, and best practices
Partner with Accounting to ensure alignment between financial results and forecasts
Basic Requirements:
4–7+ years of experience in FP&A, financial analysis, or related field
Strong financial modeling and analytical skills
Advanced proficiency in Excel (e.g., pivot tables, modeling, forecasting)
Ability to synthesize data into clear insights and communicate effectively
Preferred Requirements:
Experience supporting business units or revenue-generating functions
Familiarity with financial systems (e.g., SAP, Hyperion, Oracle, Anaplan)
Experience with data visualization tools (e.g., Power BI, Tableau)
MBA, CFA, CPA, or progress toward certification
Skills Required
- Bachelor's degree in Business, Finance, Accounting, Economics, or related field
- 4-7+ years of experience in FP&A, financial analysis, or related field
- Strong financial modeling and analytical skills
- Advanced proficiency in Excel (pivot tables, modeling, forecasting)
- Ability to synthesize data into clear insights and communicate effectively to non-financial stakeholders
- Experience supporting budgeting, quarterly forecasting, and long-range planning processes
- Located in Oakdale, MN or Scottsdale, AZ and willing to work minimum four days per week in the office (hybrid)
- Familiarity with financial systems (e.g., SAP, Hyperion, Oracle, Anaplan)
- Experience with data visualization tools (e.g., Power BI, Tableau)
- Experience supporting business units or revenue-generating functions
- MBA, CFA, CPA, or progress toward certification
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.
