Osaic Careers
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: https://careers.osaic.com/Creative/Benefits
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)