Financial Analyst II, Central FP&A

Advisor Group•Oakdale, MN

2d•Hybrid

About The Position

Osaic is seeking a highly motivated Financial Analyst II to join its Corporate Financial Planning & Analysis team. The role contributes to enterprise reporting, budgeting, forecasting, and other analytical work, while building and managing relationships with leaders and stakeholders across business units. The position focuses on revenue analysis and forecasting, including financial modeling, recurring reporting, scenario analysis, and process improvement. The role is hybrid and requires working in the office at least four days per week at an Osaic hub in Oakdale, Minnesota, or Scottsdale, Arizona; remote candidates are not being considered.

Requirements

Bachelor’s degree from an accredited university in business, finance, accounting, economics, or a related field.
Minimum of 3–5 years of experience in an FP&A, finance, or business analysis role.
Solid foundation in financial and business management.
Financial modeling and analysis skills.
Knowledge of financial statements, corporate finance, and accounting principles.
Proficiency in Microsoft Office products, particularly Excel and PowerPoint.
Ability to adapt to new technologies and contribute to continuous process improvement.
Demonstrated ability to manage multiple projects in a fast-paced, deadline-oriented work environment.
Self-starter who anticipates challenges and works proactively to resolve issues.
Comfort working in an entrepreneurial, roll-up-your-sleeves environment.
Strong written and verbal communication skills.
Team player with a customer service mentality.
Willingness to work a hybrid schedule requiring at least four days per week in the office at an Osaic hub in Oakdale, Minnesota, or Scottsdale, Arizona.

Nice To Haves

Prior financial services industry experience, such as wealth management, investment management, broker-dealer, insurance, banking, or specialty finance.
Experience with Adaptive Planning and Workday Financials.

Responsibilities

Develop, maintain, and enhance driver-based financial models supporting company revenue streams and enterprise forecasting.
Support forecasts, annual budgets, and long-range planning by evaluating revenue drivers, developing financial projections, and documenting assumptions.
Analyze actual results against forecasts, budgets, and prior periods; identify business drivers and communicate trends, risks, and opportunities.
Analyze large and complex data sets to develop revenue analytics, improve forecast accuracy, and support business decisions.
Prepare recurring revenue reporting, dashboards, and management-ready analyses for Corporate FP&A, business leaders, and executive stakeholders.
Partner with business units, Accounting, and other Finance teams to validate revenue inputs, reconcile results, and ensure forecasting assumptions reflect current business activity.
Perform scenario and sensitivity analyses to quantify potential financial impacts.
Support moderate to complex special projects by producing financial analyses and recommendations.
Identify opportunities to standardize reporting, strengthen controls, improve data quality, and streamline revenue forecasting and analysis processes.
Perform other duties as assigned.