Finance Manager, FP&A - W2 Channel

Osaic•Scottsdale, AZ

37d•$110,000 - $120,000•Hybrid

About The Position

The Finance Manager will play a critical role in providing financial insights, supporting strategic decision-making, and enhancing the financial performance of the W2 Channel. This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

Requirements

Minimum of 5 years' experience in FP&A, finance, or business analysis role
Advanced financial modeling and analysis skills required
Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
Expert proficiency in the use of business applications, particularly Excel and PowerPoint
Experience with financial reporting and general ledger applications tools is required
Must have acute attention to detail
Strong written and verbal communication skills
Bachelor's Degree from accredited university in Accounting, Finance or another related field is required.

Nice To Haves

FINRA licenses (Series 7 or SIE)
CPA, CFA or CMA designations
Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Experience with Workday Financials
Master's Degree preferred.

Responsibilities

Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities.
Provide financial guidance and support to drive decision-making, performance improvement, and cost management.
Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance.
Lead the development and implementation of financial planning, budgeting, and forecasting processes.
Segment financial performance based on majority and minority deal structures, ensuring clarity in revenue streams, profitability, and cost allocation
Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives.
Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).
Develop dashboards and visualizations to communicate financial results to senior management and business partners.
Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.
Identify and implement process improvements to enhance the efficiency and effectiveness of the Finance Business Support function.
Leverage technology and automation to streamline financial planning and reporting processes.
Ensure robust internal controls and adherence to best practices in financial management.