Financial Analyst II, Central FP&A

Osaic; Owatonna (MN); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid vacation and sick time

Volunteer days

Job summary

Osaic Wealth, Inc. is seeking a highly motivated Financial Analyst II to join Corporate FP&A. The role focuses on enterprise reporting, budgeting, and analytics, building relationships with leaders across business units to inform decisions.

You will develop revenue models, support forecasts and long-range plans, and analyze variances to guide strategy. Strong communication and collaboration are essential in this fast-paced, entrepreneurial environment.

Qualifications

• Bachelor's degree in business, finance, accounting, economics, or related field.

Responsibilities

• Develop, maintain, and enhance driver-based financial models supporting the company’s revenue streams and enterprise forecasting processes
• Support forecasts, annual budgets, and long-range planning by evaluating key revenue drivers, developing financial projections, and clearly documenting assumptions
• Analyze actual results versus forecast, budget, and prior periods; identify underlying business drivers and communicate key trends, risks, and opportunities
• Work with large and complex data sets to develop revenue analytics, improve forecast accuracy, and support business decisions
• Prepare recurring revenue reporting, dashboards, and management-ready analyses for Corporate FP&A, business leaders, and executive stakeholders
• Partner with business units, Accounting, and other Finance teams to validate revenue inputs, reconcile results, and ensure forecasting assumptions reflect current business activity
• Perform scenario and sensitivity analyses to quantify the potential financial impact of changes
• Support moderate to complex special projects by producing financial analysis and recommendations
• Identify opportunities to standardize reporting, strengthen controls, improve data quality, and streamline revenue forecasting and analysis processes
• All other duties as assigned.

Skills

Financial modeling

Excel

PowerPoint

Communication skills

Project management

Self-starter

Education

Bachelor's degree

Tools

Adaptive Planning

Workday Financials

Job description

FP&A Opportunity in Financial Services

Financial Analyst II, Central FP&A

Location(s):

7755 Third Street North, Oakdale, MN 55128
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:

$70,000 - $85,000 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:

We are looking for a highly motivated Financial Analyst II to join our Corporate Financial Planning & Analysis team. The Financial Analyst 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:

• Develop, maintain, and enhance driver-based financial models supporting the company’s revenue streams and enterprise forecasting processes
• Support forecasts, annual budgets, and long-range planning by evaluating key revenue drivers, developing financial projections, and clearly documenting assumptions
• Analyze actual results versus forecast, budget, and prior periods; identify underlying business drivers and communicate key trends, risks, and opportunities
• Work with large and complex data sets to develop revenue analytics, improve forecast accuracy, and support business decisions
• Prepare recurring revenue reporting, dashboards, and management-ready analyses for Corporate FP&A, business leaders, and executive stakeholders
• Partner with business units, Accounting, and other Finance teams to validate revenue inputs, reconcile results, and ensure forecasting assumptions reflect current business activity
• Perform scenario and sensitivity analyses to quantify the potential financial impact of changes
• Support moderate to complex special projects by producing financial analysis and recommendations
• Identify opportunities to standardize reporting, strengthen controls, improve data quality, and streamline revenue forecasting and analysis processes
• All other duties as assigned.

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 FP&A, finance, or business analysis role
• Solid financial and business management foundation
• Financial modeling and analysis skills required
• Knowledge of financial statements, corporate finance and accounting principles required
• Proficiency in MS Office products, particularly Excel and PowerPoint
• Able to adapt to new technologies and contribute to continuous process improvement
• 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 issuesComfortable 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 (Adaptive Planning and Workday Financials) a plus

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.