Financial Analyst II
About the role
The Financial Analyst is primarily responsible for supporting Osaic’s Corporate Finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. In this capacity, they will play a leading role in various analytical and management reporting efforts while developing and managing relationships with key leaders and stakeholders within different business units.
Responsibilities
- Develop and maintain financial models in support of the company’s business development initiatives
- Audit the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers
- Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
- Work with large sets of data to drive analytics to assist in business decisions
- Create and provide reporting on Advisor loan programs for multiple audiences, including the executive leadership team
- Maintain reporting to help drive business conversations on Advisor terminations
- Answer inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting
- May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions
- Develop and maintain excellent relationships with colleagues across business units
- All other duties as assigned
Requirements
- Minimum of 3–5-years experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, or Salesforce)
- Advanced skills in MS Office products, particularly Excel and PowerPoint
- Intermediate to advanced financial modeling and analysis skills
- Analytical skills, including the ability to identify key trends and drivers
- Strong written and verbal communication skills
- 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 issues
- Comfortable working within an entrepreneurial, “roll-up your sleeves” environment
- Team player with a customer service mentality
Qualifications
- Bachelor’s Degree from accredited university in Business, Finance, Accounting, Economics, or related field is required
Skills
- Advanced financial modeling and analysis skills
- Strong analytical skills
- Excellent written and verbal communication skills
- Ability to manage multiple projects in a fast-paced environment
- Proactive problem-solving skills
- Customer service mentality
Benefits
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: here.
Pay
$80,000 – $90,000 per year + annual bonus
Schedule
Our hybrid schedule requires a minimum of 4 days weekly in the office.