Sr. Financial Analyst, FP&A Supported Independence Channel

Sr. Financial Analyst, FP&A Supported Independence W2 Channel

Corporate Finance Opportunity in Financial Services

Location(s) : 18700 N. Hayden Road, Scottsdale, AZ 85255

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type : Full time

Salary : $90,000 - $100,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include : health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.

Summary :

The Sr. Financial Analyst will play a critical role in providing financial insights for potential acquisitions primarily within the organization's Supported Independence W2 Employee Channel. This Sr. Financial Analyst role involves close collaboration with business unit executives, and other stakeholders to drive strategic deal sourcing and evaluation, end-to-end due diligence, and deal structuring and execution.

Responsibilities :

• Develop and maintain acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions.
• Coordinate and lead end-to-end due diligence efforts across financial, operational, legal, and compliance functions while managing multiple workstreams and timelines.
• Conduct post-mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
• Ensure clean hand-off to the finance integration team to ensure smooth transition post-close.
• Assess the financial and economic performance of various business opportunities through detailed understanding of revenue and cost drivers.
• Assists in the production of analysis and recommendations for senior management with respect to strategic opportunities and acquisition business decisions.
• Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit.
• Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems.
• Mentor junior team members.
• All other duties as assigned.

Education Requirements :

Basic Requirements :

Preferred Requirements :