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Sr. Financial Analyst

Advisor Group

Oakdale, MN

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JOB DETAILS
SKILLS
Accounting, Analysis Skills, Automation, Banking Services, Brokerage, Budget Management, Budgeting, Business Administration, Business Analysis, Business Solutions, Communication Skills, Corporate Finance, Cross-Functional, Customer Support/Service, Data Analysis, Economics, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Services, Financial Statements, Forecasting, General Ledger Accounting, Hubs, Insurance, Investment Management, Mentoring, Mergers and Acquisitions, Metrics, Microsoft Excel, Microsoft PowerPoint, Multitasking, Performance Analysis, Performance Management, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Profit & Loss, Project/Program Management, Relationship Management, Reporting Skills, Team Player, Time Management, Variance Analysis, Wealth Management, Writing Skills
LOCATION
Oakdale, MN
POSTED
30+ days ago
Current Employees and Contractors Apply Here Osaic Careers Corporate Finance Opportunity in Financial Services Senior Financial Analyst Location(s): Oakdale: 7755 3rd St. N, Oakdale, MN 55128 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: $80,000 – $95,000 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: https://careers.osaic.com/Creative/Benefits. Summary: The Senior Financial Analyst is primarily responsible for supporting Osaic’s Corporate Finance function, which broadly encompasses financial analysis, recruiting economics, long range planning and M&A activities. In this capacity, the ideal candidate will play a leading role in various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units. Education Requirements: Master’s Degree in Finance preferred, Bachelor’s Degree from accredited university in Finance or other related field is required. Responsibilities: Develops/maintains complex financial models as part of the company’s forecasting, budgeting, and annual planning processes (weekly flashes, monthly reporting, annual planning / budgeting) Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems Assesses the financial and economic performance of various businesses through detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability Work with specific units in the context of regular financial monitoring, evaluation of new initiatives, budgeting, forecasting, and performance improvement Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for senior management Maintains forecasting, budget, and key operating metrics and databases within applicable systems Assists with implementation of new tools and systems Assists in the producing analysis and recommendations for senior management with respect to strategic business decisions Helps to improve current finance processes through simplification and/or automation Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit Mentor junior team members All other duties as assigned Basic Requirements: Minimum of 5 years’ experience in FP&A, finance or business analysis role Advanced financial modeling and analysis skills required Solid knowledge of financial statements, corporate finance and accounting principles required Expert proficiency in the use of business applications, particularly Excel and PowerPoint Experience with financial reporting, corporate finance, and general ledger applications tools 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 MBA degree is a plus Current Employees and Contractors Apply Here Don't see a job that works for you? Not to worry, you can still introduce yourself to us by clicking on, Get Started.

About the Company

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Advisor Group