Sr. Financial Analyst

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: $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.

Summary:

The Senior Financial Analyst 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.

The ideal candidate combines strong analytical capabilities with business acumen and the ability to communicate actionable insights to leadership.

Education Requirements:

• Bachelor's Degree from accredited university in Business, Finance, Accounting, Economics, or related field required.

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

Basic Requirements:

• 47+ 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