VP, Financial Planning & Analysis

Summary

Osaic is seeking an accomplished and forward‑thinking Vice President of Financial Planning & Analysis (FP&A) to lead our enterprise‑wide financial strategy, performance analytics, and forecasting processes. This executive will serve as a trusted advisor to the CFO and Executive Leadership Team, driving financial insight, operational efficiency, and long‑range planning to support Osaic’s continued growth and transformation.

Scottsdale, AZ or Oakdale, MN – The incumbent must work on‑site at the designated hub. Osaic has returned to the office on a hybrid schedule requiring a minimum of four days per week. Remote candidates are not considered.

Salary: $220,000 – $250,000 per year plus an annual performance‑based bonus. Compensation varies based on location, skills, licensure, experience, and education. Benefits include health, vision, dental insurance, 401(k), paid time off, volunteer days, and additional perks.

• Master’s Degree in Finance, Accounting, Business Administration, Economics, or related field (preferred).
• Bachelor’s Degree from an accredited university in Finance, Accounting, Business Administration, Economics, or related field (required).

• Lead enterprise financial planning processes including annual budgeting, quarterly forecasting, long‑range planning, and scenario modeling.
• Serve as the primary financial strategist partnering with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis.
• Oversee monthly and quarterly enterprise financial reporting, providing meaningful insights, variance analyses, and recommendations to executive leadership and the Board.
• Lead a high‑performing FP&A organization, building capabilities, developing talent, and ensuring strong analytical rigor across the team.
• Craft external communications and narratives for investors and rating agencies.
• Drive financial governance, forecast accuracy, and continuous process improvement across planning systems, data quality, and reporting frameworks.
• Partner cross‑functionally with Accounting, Corporate Development, IT, HR, and business‑unit leaders to align financial plans with operational strategy.
• Support M&A evaluation, integration modeling, synergy tracking, and ongoing assessment of ROI for strategic investments.
• Implement automation, analytical tools, and best‑practice methodologies to scale financial insights and improve enterprise visibility.
• Serve as a strategic advisor to senior leaders, translating complex financial data into actionable, business‑oriented guidance.
• Apply change management principles to scale processes across the enterprise.

• 12+ years of progressive finance experience, with at least 5 years leading FP&A teams or equivalent senior finance functions.
• Demonstrated executive presence and ability to influence C‑suite stakeholders.
• Deep expertise in budgeting, forecasting, financial modeling, and strategic planning.
• Strong understanding of unit economics, KPIs, and financial performance drivers.
• Proven experience leading cross‑functional initiatives in a complex, multi‑entity environment.
• Advanced proficiency with Excel, financial modeling tools, and executive presentation development (PowerPoint).
• Strong leadership capability and experience in developing high‑performing teams.
• Excellent communication skills, with the ability to simplify complex financial concepts for senior leaders.

• Prior experience in financial services, wealth management, or broker‑dealer environments.
• Experience supporting M&A modeling, integration, and synergy realization.
• Familiarity with financial systems such as Adaptive Insights, Anaplan, or Workday Adaptive Planning.
• Strong background in delivering process automation or analytical technology implementations.
• MBA or relevant advanced certification (CFA, CPA) preferred.