Financial Analyst I

Osaic is a financial services company seeking a Financial Analyst I to support their business partner finance functions. The role involves financial analysis, modeling recruiting deals, and managing relationships with key stakeholders while ensuring compliance with internal policies and external regulations.

Responsibilities

• Develop and maintain financial models in support of the company’s business development initiatives, assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers
• Modeling recruiting and retention deals in collaboration with business partners; adhere to SLAs and standards set forth in operating procedures
• Creates and provides reporting on advisor recruiting and profitability programs for multiple audiences, including the executive leadership team
• Provide financial guidance and support to drive decision-making, performance improvement, and cost management
• Management Reporting and Forecasting
• Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs)
• Complete monthly, quarterly, and annual forecasting process for recruiting and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement
• Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for management
• Ensure timely and accurate financial reporting in compliance with internal policies and external regulations

Skills

• Bachelor's Degree from accredited university in Business, Finance, Accounting, Economics, or related field required
• Minimum of 1–3-years' experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, etc.)
• Advanced Skills in MS Office products, particularly Excel and PowerPoint
• Experience working in Salesforce
• Intermediate financial modeling and analysis skills
• Analytical skills, including the ability to identify key trends and drivers
• Strong written and verbal communication skills
• Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment
• Self-starter who will anticipate challenges and work proactively to resolve issues
• Comfortable working within an entrepreneurial, 'roll-up your sleeves' environment
• Team player with a customer service mentality
• Prior financial services industry experience

Benefits

• Health, vision, dental insurance
• 401k
• Paid time away
• Volunteer days

Company Overview