Financial Analyst II, Sales
Apply NowCompany: Advisor Group
Location: Scottsdale, AZ 85254
Description:
Current Employees and Contractors Apply Here
Osaic Careers
FP&A Opportunity in Financial Services
Financial Analyst II, Sales
Location(s):
7755 Third Street North, Oakdale, MN 55128
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. Applicants must be willing to work this schedule.
Role Type: Full time
Salary:
$80,000 - $100,000 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 unit FP&A functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. The Financial Analyst II will play a critical role in enterprise reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.
Responsibilities:
Business Partnering
Financial Planning & Analysis
Management Reporting
Other Responsibilities
Education Requirements:
Basic Requirements:
Preferred Requirements:
Osaic Careers
FP&A Opportunity in Financial Services
Financial Analyst II, Sales
Location(s):
7755 Third Street North, Oakdale, MN 55128
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. Applicants must be willing to work this schedule.
Role Type: Full time
Salary:
$80,000 - $100,000 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 unit FP&A functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. The Financial Analyst II will play a critical role in enterprise reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.
Responsibilities:
Business Partnering
- Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities
- Provide financial guidance and support to drive decision-making, performance improvement, and cost management
- Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance
Financial Planning & Analysis
- Lead the development and implementation of financial planning, budgeting, and forecasting processes
- Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency
- Work with specific units in the context of monthly financial reporting, annual budgeting, forecasting, evaluation of new initiatives, and performance improvement
Management Reporting
- Preparation of monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).
- 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.
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
Education Requirements:
- Bachelor's Degree from an accredited university in business, finance, accounting, economics, or related field required
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:
- Broker-dealer or other relevant financial services industry experience