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Osaic Careers

Corporate Finance Opportunity in Financial Services

Financial Analyst

Location(s): 18700 N Hayden Rd, Suite 255, 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: $80,000 - $95,000 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:

We are looking for a driven and highly motivated Financial Analyst to join our Corporate Financial Planning & Analysis team. The Financial Analyst will play a critical role in revenue management reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.

Responsibilities:

Develops, improves, and maintains financial models of our strategic partner, clearing, and advisor fee revenue streams as part of the company's monthly financial reporting, annual budgeting, and periodic forecasting processes
Supports internal finance team with month end close and financial reporting
Monitors performance of assigned strategic partner, clearing, and advisor fee revenue areas and prepares quarterly reports for senior management
Assists in external quarterly reporting, including lender presentations and 10-Q/K reports
Assists with aggregation and completion of annual competitor analysis
Ability to work independently or collaboratively to solve complex problems
Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit

Education Requirements:

Master's degree in business, finance, economics, accounting, or related field preferred, bachelor's degree from accredited university in in business, finance, economics, accounting, or related field required.

Basic Requirements:

Proficiency in MS Office products, particularly Excel and PowerPoint
Intermediate to advanced financial modeling and analysis skills required
Knowledge of financial statements, corporate finance and accounting principles required
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
Attention to detail and effective organizational skills
Solid financial and business management foundation
Comfortable working within an entrepreneurial, "roll-up your sleeves" environment
Strong written and verbal communication skills
Team player with a customer service mentality

Preferred Requirements:

Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Experience with financial tools (Power BI, Adaptive Planning and Workday Financials)

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