Financial Business Intelligence Analyst

Financial Data AnalyticsOpportunity in Financial Services

Finance Business Intelligence Analyst II

Location(s):

Scottsdale: 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: $65,000 - $75,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.

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: .

Summary:

We are looking for a data-driven motivated individual to join the Finance Business Intelligence team!  Finance Business Intelligence is a central role in driving critical reporting, strategic direction, and evaluating firm wide performance.  Finance Business Intelligence has an outsize role within our pre-IPO firm and generally collaborates with almost every corporate function. 

Education Requirements:

• Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree.  Minimum of high school diploma or equivalent is required.   

Responsibilities:

• Develop deep subject matter expertise across financial and wealth management domains

• Participate in strategic initiatives and contribute ideas to generate actionable insights and automation

• Partner with stakeholders to define problems, identify root causes, and deliver solutions

• Design, develop, and code end-to-end analytical solutions

• Uphold control standards to ensure accurate and timely results

• Present analytical insights and recommendations to stakeholders

Basic Requirements:

• Exceptional analytical, quantitative, and problem-solving skills

• Demonstrated intellectual curiosity for solving complex business problems

• Proficiency with data analytics software and tools (e.g. Python, R) and data querying languages (e.g. SQL, Snowflake).

• Exceptional communicator who’s able to convey complex information in an understandable, compelling, and persuasive manner to business partners

Preferred Requirements:

• Prior experience in financial services or a regulated industry

• Hands-on experience with Python, SQL, and Power BI

• Working knowledge of data governance practices, including data quality and access controls

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.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.