Finance Opportunity in Financial Services
VP, Financial Planning & Analysis
Location(s):
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
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: $220,000 – $250,000 per year + annual performance-based 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:
Osaic is seeking an accomplished and forward-thinking Vice President of Financial Planning & Analysis (FP&A) to lead our enterprise-wide financial strategy, performance analytics, and forecasting processes. This executive will serve as a trusted advisor to the CFO and Executive Leadership Team, driving financial insight, operational efficiency, and long‑range planning to support Osaic’s continued growth and transformation.
This is a high‑impact leadership role ideal for a strategic finance leader who thrives in a dynamic environment, excels in influencing senior executives, and is passionate about building scalable financial processes that support a multi‑business, national organization.
Education Requirements:
Master’s Degree in Finance, Accounting, Business Administration, Economics, or related field preferred, Bachelor’s Degree from accredited university in Finance, Accounting, Business Administration, Economics, or related field required.
Responsibilities:
Lead Osaic’s enterprise financial planning processes including annual budgeting, quarterly forecasting, long‑range planning, and scenario modeling.
Serve as the primary financial strategist partnering with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis.
Oversee monthly and quarterly enterprise financial reporting, providing meaningful insights, variance analyses, and recommendations to executive leadership and the Board.
Lead a high-performing FP&A organization, building capabilities, developing talent, and ensuring strong analytical rigor across the team.
Craft external communications and narratives for investors and rating agencies.
Drive financial governance, forecast accuracy, and continuous process improvement across planning systems, data quality, and reporting frameworks.
Partner cross-functionally with Accounting, Corporate Development, IT, HR, and business-unit leaders to align financial plans with operational strategy.
Support M&A evaluation, integration modeling, synergy tracking, and ongoing assessment of ROI for strategic investments.
Implement automation, analytical tools, and best‑practice methodologies to scale financial insights and improve enterprise visibility.
Serve as a strategic advisor to senior leaders, translating complex financial data into actionable, business-oriented guidance.
Experience with change management scalable processes with Enterprise.
Basic Requirements:
12+ years of progressive finance experience, with at least 5 years leading FP&A teams or equivalent senior finance function.
Demonstrated executive presence and ability to influence C‑suite stakeholders.
Deep expertise in budgeting, forecasting, financial modeling, and strategic planning.
Strong understanding of unit economics, KPIs, and financial performance drivers.
Proven experience leading cross-functional initiatives in a complex, multi-entity environment.
Advanced proficiency with Excel, financial modeling tools, and executive presentation development (PowerPoint).
Strong leadership capability with experience developing high-performing teams.
Excellent communication skills, with the ability to simplify complex financial concepts for senior leaders.
Preferred Requirements:
Prior experience in financial services, wealth management, or broker-dealer environments.
Experience supporting M&A modeling, integration, and synergy realization.
Familiarity with financial systems such as Adaptive Insights, Anaplan, or Workday Adaptive Planning.
Strong background in delivering process automation or analytical technology implementations.
MBA or relevant advanced certification (CFA, CPA) preferred.
Skills Required
- 12+ years of progressive finance experience
- At least 5 years leading FP&A teams
- Demonstrated executive presence and ability to influence C-suite stakeholders
- Deep expertise in budgeting, forecasting, financial modeling, and strategic planning
- Proven experience leading cross-functional initiatives in a complex, multi-entity environment
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.
