Sr. Financial Analyst

Job Overview

Position Title: Senior Financial Analyst

Location: Oakdale: 7755 3rd St. N, Oakdale, MN 55128;
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Remote Policy: Hybrid schedule; must work in office 4 days per week. Not considering remote candidates.

Job Type: Full-time

Salary: $80,000 – $95,000 per year + annual bonus

Benefits: Health, vision, dental insurance, 401k, paid time away, volunteer days, and more.

The Senior Financial Analyst primarily supports Osaic’s Corporate Finance function, encompassing financial analysis, recruiting economics, long‑range planning, and M&A activities. The role leads analytical efforts and manages relationships with key leaders across business units.

• Develop and maintain complex financial models for forecasting, budgeting, and annual planning.
• Determine best approaches to analyze and synthesize data and solve complex problems independently.
• Assess the financial and economic performance of various businesses, identifying ways to increase growth and profitability.
• Work with units on financial monitoring, evaluation of new initiatives, budgeting, forecasting, and performance improvement.
• Monitor performance and conduct variance analyses; prepare periodic reports for senior management.
• Maintain forecasting, budget, and key operating metrics databases in applicable systems.
• Assist with the implementation of new tools and systems.
• Produce analysis and recommendations for senior management regarding strategic business decisions.
• Improve current finance processes through simplification and/or automation.
• Develop and maintain relationships with colleagues across business units to foster effective collaboration.
• Mentor junior team members.
• Perform other duties as assigned.

Master’s Degree in Finance preferred;
Bachelor’s Degree from accredited university in Finance or related field required.

• Minimum 5 years in FP&A, finance, or business analysis.
• Advanced financial modeling and analysis skills.
• Strong knowledge of financial statements, corporate finance, and accounting principles.
• Expert proficiency in Excel and PowerPoint.
• Experience with financial reporting, corporate finance, and general ledger applications.
• Highly motivated, demonstrated ability to manage multiple projects in a fast‑paced, deadline‑oriented environment.
• Self‑starter, anticipates challenges and resolves issues proactively.
• Comfortable in an entrepreneurial environment.
• Excellent written and verbal communication.
• Team player with a customer service mentality.

• Experience in financial services industry (wealth management, investment management, broker‑dealer, insurance, banking, specialty finance).
• Experience with Adaptive Planning and Workday Financials.
• MBA degree.