Financial Analyst II

Corporate Finance Opportunity in Financial ServicesFinancial Analyst IILocation(s):

Oakdale: 7755 3rd St. N, Oakdale, MN 55128Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255Osaic 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-timeSalary: $80,000 – $90,000 per year + annual bonusActual 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: https://careers.osaic.com/Creative/Benefits.

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, Financia, 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 PowerPointIntermediate 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

Equal Opportunity Employer

Osaic is an equal opportunity employer.

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

• Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.
• Unqualified Applications
• Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.
• Recruiting Agencies
• Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions.
• Fees will not be paid for unsolicited submissions.