Financial Analyst II

Current Employees and Contractors Apply Here

Osaic Careers

Corporate Finance

Opportunity in Financial Services

Financial Analyst II

Location(s):

• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

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: $70,000 – $85,000 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.

Summary

The Financial Analyst is primarily responsible for supporting Osaic’s Corporate Finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. In this capacity, they will play a leading role in various analytical and management reporting efforts while developing and managing relationships with key leaders and stakeholders within different business units.

Education Requirements

Bachelor’s Degree from accredited university in Business, Financial, Accounting, Economics, or related field is required.

Responsibilities

• 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
• Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
• Work with large sets of data to drive analytics to assist in business decisions
• Creates and provides reporting on Advisor loan programs for multiple audiences, including the executive leadership team
• Monitors Advisor terminations and build reporting to help drive business conversation
• 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

Basic Requirements

• Minimum of 3–5-years experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, or Salesforce)
• Advanced Skills in MS Office products, particularly Excel and PowerPoint
• 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

Current Employees and Contractors Apply Here