About this Financial Analyst II, Central FP&A role at Advisor Group
Current Employees and Contractors Apply Here
Osaic Careers
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 issues
- Comfortable 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
