Financial Analyst II – FP&A & Revenue Forecasting (Hybrid)

Advisor Group Inc.; Oakdale (MN); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Vision & dental

401k

Paid vacation & sick time

Volunteer days

Job summary

Osaic is seeking a highly motivated Financial Analyst II to join our Central FP&A team in the Financial Services group. The role focuses on enterprise reporting, budgeting, and analytics, collaborating with leaders across business units.

Based in Oakdale, MN (hybrid, in-office 4 days/week), this full-time position offers salary $70,000–$85,000 plus an annual performance-based bonus, plus health/vision/dental, 401k, and generous time off. A Bachelor's degree and 3–5 years FP&A are required.

Qualifications

• Bachelor’s Degree from an accredited university in business, finance, accounting, economics, or related field required.
• Minimum of 3–5 years’ experience in FP&A, finance, or business analysis role.
• Solid financial and business management foundation; strong modeling and analysis skills.
• Knowledge of financial statements, corporate finance and accounting principles.
• Proficiency in MS Office products, particularly Excel and PowerPoint.
• Ability to adapt to new technologies and manage multiple projects in a fast-paced environment.

Responsibilities

• Develop, maintain, and enhance driver-based financial models for revenue streams and forecasting.
• Support forecasts, budgets, and long-range planning; document assumptions.
• Analyze actual results vs forecast; identify drivers and communicate trends and risks.
• Work with large datasets to develop revenue analytics and improve forecast accuracy.
• Prepare recurring revenue reporting, dashboards, and analyses for FP&A and executives.
• Collaborate with business units and accounting to validate inputs and align forecasts.
• Perform scenario analyses to quantify impact of changes; support special projects.
• Identify opportunities to standardize reporting and improve data quality.

Skills

FP&A experience

Financial modeling

Data analysis

MS Excel

Education

Bachelor's degree

Tools

Adaptive Planning

Workday Financials

Excel

PowerPoint

Job description

Osaic is seeking a highly motivated Financial Analyst II to join our Central FP&A team in the Financial Services group. The role focuses on enterprise reporting, budgeting, and analytics, collaborating with leaders across business units.

Based in Oakdale, MN (hybrid, in-office 4 days/week), this full-time position offers salary $70,000–$85,000 plus an annual performance-based bonus, plus health/vision/dental, 401k, and generous time off. A Bachelor's degree and 3–5 years FP&A are required.