FP&A Financial Analyst II — Revenue Forecasting

Osaic Wealth, Inc.; Scottsdale (AZ); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Vacation and sick time

Volunteer days

Job summary

Osaic Wealth, Inc. seeks a Financial Analyst II to join Corporate Financial Planning & Analysis. The role focuses on enterprise reporting, budgeting, and analytics while partnering with leaders across units to drive insights.

Responsibilities include building driver-based models, supporting forecasts and long-range plans, and delivering dashboards for executives. Hybrid schedule requires four days in the office weekly, located at Scottsdale, AZ hub.

Qualifications

• Bachelor’s degree in business, finance, accounting, economics, or related field required
• 3–5 years’ FP&A, finance, or business analysis experience required
• Financial modeling and analysis skills required
• Proficiency in MS Office products, particularly Excel and PowerPoint
• Ability to adapt to new technologies and contribute to continuous process improvement
• Strong written and verbal communication skills; team player
• Ability to manage multiple projects in a fast-paced, deadline-oriented environment

Responsibilities

• Develop, maintain, and enhance driver-based financial models supporting revenue streams and enterprise forecasting
• Support forecasts, budgets, and long-range planning by evaluating revenue drivers and documenting assumptions
• Analyze actual results versus forecast and communicate risks and opportunities
• Work with large data sets to develop revenue analytics and improve forecast accuracy
• Prepare recurring revenue reporting, dashboards, and analyses for executives
• Partner with business units and Accounting to validate revenue inputs and reconcile results
• Perform scenario and sensitivity analyses to quantify financial impact
• Support complex special projects with financial analysis and recommendations
• Identify opportunities to standardize reporting, strengthen controls, and improve data quality
• All other duties as assigned

Skills

Financial modeling

Forecasting

Data analysis

MS Excel

PowerPoint

Communication

Project management

Education

Bachelor's degree in business/finance/economics

Tools

Adaptive Planning

Workday Financials

Job description

Osaic Wealth, Inc. seeks a Financial Analyst II to join Corporate Financial Planning & Analysis. The role focuses on enterprise reporting, budgeting, and analytics while partnering with leaders across units to drive insights.

Responsibilities include building driver-based models, supporting forecasts and long-range plans, and delivering dashboards for executives. Hybrid schedule requires four days in the office weekly, located at Scottsdale, AZ hub.