Finance Manager, Retention & Shift

Osaic; Street; Hybrid; USD 100,000 - 115,000; Full time

Job summary

An established industry player is seeking a dynamic Finance Manager to enhance financial performance and support strategic decision-making within their wealth management firm. This role is pivotal in providing financial insights, collaborating with senior leadership, and driving budgeting and forecasting processes. The ideal candidate will thrive in a fast-paced environment, leveraging advanced financial modeling skills and a deep understanding of the financial services industry. Join a forward-thinking company that values innovation and supports your career growth while offering a competitive salary and comprehensive benefits package.

Benefits

Health Insurance

Vision Insurance

Dental Insurance

401k

Vacation Time

Sick Time

Volunteer Days

Qualifications

• 5+ years in FP&A or finance roles with advanced modeling skills.
• Prior experience in financial services is essential.

Responsibilities

• Collaborate with leaders to provide financial guidance and support.
• Lead financial planning, budgeting, and forecasting processes.

Skills

Financial Modeling

Business Analysis

Project Management

Communication Skills

Excel Proficiency

PowerPoint Proficiency

Education

Bachelor's Degree in Accounting or Finance

Master's Degree in Finance

Tools

Workday Financials

Financial Reporting Tools

Job description

Current Employees and Contractors Apply HereOsaic Careers

Corporate Finance Leadership Opportunity in Financial Services

Finance Manager, Retention & Shift

Location(s):

7755 3rd Street North, Oakdale, MN 55128

18700 N. Hayden Road, 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: $100,000 - $115,000 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 seeking a dynamic and experienced Finance Manager to join our team partnering across our wealth management firm focusing on retaining top advisors, shifting product mix, and key strategic projects. The Finance Manager will play a critical role in providing financial insights, supporting strategic decision-making, and enhancing the financial performance of the organization. This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

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 and 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.
• Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives.
• Management Reporting

Management Reporting

• Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).
• Develop dashboards and visualizations to communicate financial results to senior management and business partners.
• Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.

Process Improvements and Other Responsibilities

• Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.
• Leverage technology and automation to streamline financial planning and reporting processes.
• Ensure robust internal controls and adherence to best practices in financial management.
• All other duties as assigned.

Education Requirements:

• Bachelor's Degree from accredited university in Accounting, Finance or another related field is required. Master's Degree preferred.

Basic Requirements:

• Minimum of 5 years' experience in FP&A, finance, or business analysis role
• Advanced financial modeling and analysis skills required
• Prior financial services industry experience required (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
• Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
• Expert proficiency in the use of business applications, particularly Excel and PowerPoint
• Experience with financial reporting and general ledger applications tools
• Must have acute attention to detail
• Strong written and verbal communication skills

Preferred Requirements:

• FINRA licenses
• CPA, CFA or CMA designations
• Experience with Workday Financials

Current Employees and Contractors Apply Here