Osaic is a financial services company seeking a Financial Analyst I to support their business partner finance functions. The role involves financial analysis, modeling recruiting deals, and managing relationships with key stakeholders while ensuring compliance with internal policies and external regulations.
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
- Modeling recruiting and retention deals in collaboration with business partners; adhere to SLAs and standards set forth in operating procedures
- Creates and provides reporting on advisor recruiting and profitability programs for multiple audiences, including the executive leadership team
- Provide financial guidance and support to drive decision-making, performance improvement, and cost management
- Management Reporting and Forecasting
- Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs)
- Complete monthly, quarterly, and annual forecasting process for recruiting and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement
- Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for management
- Ensure timely and accurate financial reporting in compliance with internal policies and external regulations
Skills
- Bachelor's Degree from accredited university in Business, Finance, Accounting, Economics, or related field required
- Minimum of 1–3-years' experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, etc.)
- Advanced Skills in MS Office products, particularly Excel and PowerPoint
- Experience working in Salesforce
- Intermediate 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
- Prior financial services industry experience
Benefits
- Health, vision, dental insurance
- 401k
- Paid time away
- Volunteer days
Company Overview
- Osaic provides the support, resources, and community designed for the future of wealth management. It was founded in 2016, and is headquartered in Phoenix, Arizona, USA, with a workforce of 1001-5000 employees. Its website is https://osaic.com/.