Financial Analyst II
About the role
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.
Requirements
- Bachelor’s Degree from accredited university in Accounting, Finance or another related field is required. Master’s Degree preferred.
- 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.
Qualifications
- Prior financial services industry experience required (wealth management, investment management, broker-dealer, insurance, banking, specialty finance).
Skills
- Financial modeling and analysis.
- Collaboration with business unit leaders.
- Financial guidance and support.
- Insights into financial trends and operational performance.
- Financial planning, budgeting, and forecasting processes.
- Financial reporting and general ledger applications.
- Technology and automation.
- Internal controls and best practices in financial management.
Benefits
To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Pay
$63,750 - $90,000 per year + annual performance-based bonus
Schedule
Our hybrid schedule requires a minimum of 4 days weekly in the office.
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.