Financial Analyst I

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)