Financial Analyst II

Osaic; Scottsdale (AZ); Hybrid; USD 63,750 - 90,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

Osaic is seeking a Financial Analyst II to join the FP&A team in Scottsdale, AZ. This hybrid role requires 4 days in the office weekly and focuses on financial planning, budgeting, forecasting, and reporting for the Operations and Technology solutions group.

You will collaborate with executives to provide insights, build financial models, and drive performance improvements while ensuring accuracy and compliance across plans and reports.

Qualifications

• Bachelor's Degree in Accounting or Finance required
• Master's Degree preferred
• 3-5 years FP&A or related experience
• Advanced Excel and PowerPoint skills
• Experience with financial reporting and general ledger applications (Workday a plus)

Responsibilities

• Collaborate with business unit leaders to understand financial needs and opportunities.
• Provide financial guidance to drive decision-making and cost management.
• Analyze financial performance against metrics and identify profitability improvements.
• Develop and implement budgeting, forecasting, and financial planning processes.
• Prepare and present financial models, scenario analyses, and business cases.
• Ensure timely in-house and external financial reporting and compliance.
• Identify process improvements to enhance efficiency in Finance operations.
• Leverage technology to streamline planning and reporting.

Skills

Excel

PowerPoint

Financial analysis

Education

Bachelor's Degree in Accounting or Finance

Master's Degree preferred

Tools

Workday Financials

Job description

FP&A Opportunity in Financial Services

Financial Analyst II

Location(s): Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Osaic 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 time

Salary: $63,750 - $90,000 per year + annual performance-based 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 Analyst will play a critical role in providing financial insights and support the financial performance of various departments within the Operations and Technology solutions group. This role involves close collaboration with business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

Responsibilities

• 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.
• Offer insights into financial trends and operational performance.
• Help develop and implement 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.
• Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.
• Identify and implement process improvements to enhance the efficiency and effectiveness of the Finance Business Support function.
• Leverage technology and automation to streamline financial planning and reporting processes.
• Ensure robust internal controls and adherence to best practices in financial management.

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 3-5 years’ experience in FP&A, finance, or business analysis role
• Advanced financial modeling and analysis skills preferred
• Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
• Advanced proficiency in the use of business applications, particularly Excel and PowerPoint
• Experience with financial reporting and general ledger applications tools is required, experience with Workday Financials a plus.
• Must have acute attention to detail
• Strong written and verbal communication skills

Preferred Requirements

• Prior financial services industry experience required (wealth management, investment management, broker‑dealer, insurance, banking, specialty finance)

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.