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Financial Analyst II

Financial Analyst II

OsaicSaint Paul, MN, US
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Corporate Finance Opportunity in Financial Services

Financial Analyst II

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

7755 Third St. North, Oakdale, MN 55128

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 : $75,000 - $85,000 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. To view more details of what you can look forward to, visit our careers page.

Summary :

The Financial Analyst II is primarily responsible for supporting Osaic's business partner finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. The Financial Analyst II will play a critical role in modeling recruiting deals, enterprise reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.

Responsibilities :

  • Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities.
  • Develop and maintain financial models in support of the company's business development initiatives, assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers.
  • Creates and provides reporting on advisor retention and profitability programs for multiple audiences, including the executive leadership team.
  • Provide financial guidance and support to drive decision-making, performance improvement, and cost management.
  • Act as a trusted advisor to the finance leadership team, offering insights into financial trends and operational performance within business.
  • All other duties as assigned.

Management Reporting and Forecasting :

  • Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs)
  • Implement monthly, quarterly, and annual forecasting process for recruiting and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement
  • Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for senior management
  • Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.

    • Financial / Reporting Systems :

  • Experience in Salesforce required
  • Develop and implement dashboards, reports, and real-time analytics within Salesforce to leverage with business partners
  • Expand usage of Salesforce with forecasting and management reporting with business partners and across the Business Partner Finance Team

    • Other Responsibilities :

  • Answers inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting
  • May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions
  • Develop and maintain excellent relationships with colleagues across business units
  • All other duties as assigned

    • Education Requirements :

  • Bachelor's Degree from accredited university in Accounting, Finance or another related field is required. Master's Degree preferred.

    • Basic Requirements :

  • Minimum of 35-years' experience in finance or business analysis role or experience in working in financial / reporting systems (Microsoft Power BI, Microsoft SQL Server, etc.)
  • Advanced Skills in MS Office products, particularly Excel and PowerPoint
  • Experience working in Salesforce
  • Intermediate to advanced financial modeling and analysis skills
  • Analytical skills, including the ability to identify key trends and drivers
  • Strong written and verbal communication skills
  • 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
  • Team player with a customer service mentality

    • Preferred Requirements :

  • Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
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    Financial Analyst Ii • Saint Paul, MN, US