Finance Manager, Operations

Advisor Group•Scottsdale, AZ

8d•Hybrid

About The Position

We are seeking a strategic and results-driven Finance Manager of Operations to join our dynamic team at Osaic. In this role, you will have the opportunity to influence key financial decisions, optimize operational processes, and drive efficiency across the organization. You’ll work closely with senior leadership to provide actionable insights, manage budgets, and ensure compliance with financial standards. If you are passionate about leveraging data to improve business performance and thrive in a fast-paced environment, this is an excellent opportunity to make a meaningful impact.

Requirements

Bachelor’s degree in finance, Accounting, or related field
5+ years of experience in financial management or operations within a corporate environment
Strong understanding of financial reporting, budgeting, and forecasting processes
Proficiency in financial systems and tools (e.g., Excel, ERP platforms)
Excellent analytical and problem-solving skills with attention to detail
Ability to communicate complex financial concepts clearly to non-financial stakeholders
Strong organizational and time management skills to handle multiple priorities
Demonstrated ability to work collaboratively in a team-oriented environment

Nice To Haves

Master’s degree in finance, Business Management, or related discipline
Experience in the financial services or wealth management industry
Familiarity with business intelligence tools and data visualization platforms
Proven track record of leading process improvement initiatives
Advanced proficiency in financial modeling and scenario analysis

Responsibilities

Oversee financial operations and ensure alignment with organizational goals
Develop and manage budgets, forecasts, and financial models to support strategic initiatives
Develop demand models to better forecast / understand staffing requirements to achieve various service levels
Develop cost to serve analysis to understand key drivers of spend to drive M&A valuation and efficiency opportunities
Monitor and analyze key performance indicators (KPIs) to identify trends and opportunities for improvement
Collaborate with cross-functional teams to streamline financial processes and enhance operational efficiency
Ensure compliance with regulatory requirements and internal financial policies
Prepare and present financial reports to senior leadership, providing actionable insights and recommendations
Support decision-making through data-driven analysis and scenario planning
Lead process improvement initiatives to optimize resource allocation and cost management