Financial Analyst II

Advisor Group•Oakdale, MN

1d•Hybrid

About The Position

The Financial Analyst is primarily responsible for supporting Osaic’s Corporate Finance functions, which broadly encompasses financial analysis, recruiting economics, retention economics & long-range planning. In this capacity, they will play a leading role in various analytical and management reporting efforts while developing and managing relationships with key leaders and stakeholders within different business units.

Requirements

Bachelor’s Degree from accredited university in Business, Financia, Accounting, Economics, or related field is required
Minimum of 3–5-years experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, or Salesforce)
Advanced Skills in MS Office products, particularly Excel and PowerPoint
Intermediate to advanced 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

Nice To Haves

Prior financial services industry experience

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
Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
Work with large sets of data to drive analytics to assist in business decisions
Creates and provides reporting on Advisor loan programs for multiple audiences, including the executive leadership team
Monitors Advisor terminations and build reporting to help drive business conversation
Answers inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting
May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions
Develop and maintain excellent relationships with colleagues across business units
All other duties as assigned