Sr. Financial Analyst

Overview Corporate Finance Opportunity in Financial Services The Senior Financial Analyst role is a key contributor within the Finance organization, responsible for delivering high-quality financial analysis, forecasting, and insights to support business decision-making. This role partners closely with cross-functional stakeholders to evaluate performance, identify trends, and drive financial discipline while supporting strategic initiatives. Location(s): Oakdale, MN and Scottsdale, AZ. 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 the hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $85,000 - $100,000 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: Responsibilities Support and lead components of the annual budgeting, quarterly forecasting, and long-range planning processes Develop and maintain financial models to project revenue, expenses, and key business drivers Analyze financial results, identify variances, and provide clear explanations and recommendations Prepare recurring and ad hoc reports for leadership, including dashboards and performance summaries Partner with functional leaders (e.g., Finance, Product, Operations, Sales) to support financial decision-making Provide actionable insights on cost management, revenue drivers, and operational efficiency Support resource planning, investment evaluation, and cost optimization efforts Translate financial data into clear business insights for non-financial stakeholders Conduct scenario modeling, sensitivity analysis, and business case development for key initiatives Support strategic projects such as new product launches, pricing changes, and process improvements Evaluate financial impact of initiatives and track performance against expectations Assist in long-term strategic planning and financial outlook development Produce accurate and timely financial reporting packages Ensure data integrity and consistency across financial systems and reports Improve reporting processes and automate where possible Leverage tools (e.g., Excel, Power BI, financial systems) to enhance data visualization and insights Identify opportunities to improve financial processes, reporting accuracy, and efficiency Support implementation of new tools, models, and best practices Partner with Accounting to ensure alignment between financial results and forecasts Education and Requirements Education Bachelor’s Degree from an accredited university in Business, Finance, Accounting, Economics, or related field required. Basic Requirements 4–7+ years of experience in FP&A, financial analysis, or related field Strong financial modeling and analytical skills Advanced proficiency in Excel (e.g., pivot tables, modeling, forecasting) Ability to synthesize data into clear insights and communicate effectively Preferred Requirements Experience supporting business units or revenue-generating functions Familiarity with financial systems (e.g., SAP, Hyperion, Oracle, Anaplan) Experience with data visualization tools (e.g., Power BI, Tableau) MBA, CFA, CPA, or progress toward certification 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. Eligibility 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. Unqualified Applications Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting. Recruiting Agencies Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions. #J-18808-Ljbffr