Financial Business Intelligence Analyst I

Financial Data Analytics Opportunity in Financial Services Finance Business Intelligence Analyst I 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: $50,000 - $60,000 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 Build foundational subject matter expertise in financial and wealth management data under guidance and supervision Support strategic initiatives by producing analyses, reports, and dashboards Assist stakeholders in understanding business questions and contributing to analytical solutions Develop and maintain analytical code and queries using established standards Follow data quality, documentation, and control standards Present findings clearly with guidance and mentoring Basic Requirements Strong analytical, quantitative, and problem‑solving skills Demonstrated curiosity and eagerness to learn Knowledge of data analytics software and tools (e.g. Python, R) and data querying languages (e.g. SQL, Snowflake). Ability to communicate clearly and collaborate effectively Preferred Requirements Internship or entry‑level experience in analytics, finance, or related fields Familiarity with Python, SQL, or BI tools such as Power BI Basic understanding of data governance concepts 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 Advisor Group