Sr. Financial Analyst

Advisor Group•Oakdale, MN

1d•Hybrid

About The Position

The Senior Financial Analyst is primarily responsible for supporting Osaic’s Corporate Finance function, which broadly encompasses financial analysis, recruiting economics, long range planning and M&A activities. In this capacity, the ideal candidate will play a leading role in various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.

Requirements

Minimum of 5 years’ experience in FP&A, finance or business analysis role
Bachelor’s Degree from accredited university in Finance or other related field is required
Advanced financial modeling and analysis skills required
Solid knowledge of financial statements, corporate finance and accounting principles required
Expert proficiency in the use of business applications, particularly Excel and PowerPoint
Experience with financial reporting, corporate finance, and general ledger applications tools
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
Strong written and verbal communication skills
Team player with a customer service mentality

Nice To Haves

Master’s Degree in Finance preferred
Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Experience with financial tools (Adaptive Planning and Workday Financials) a plus
MBA degree is a plus

Responsibilities

Develops/maintains complex financial models as part of the company’s forecasting, budgeting, and annual planning processes (weekly flashes, monthly reporting, annual planning / budgeting)
Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
Assesses the financial and economic performance of various businesses through detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability
Work with specific units in the context of regular financial monitoring, evaluation of new initiatives, budgeting, forecasting, and performance improvement
Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for senior management
Maintains forecasting, budget, and key operating metrics and databases within applicable systems
Assists with implementation of new tools and systems
Assists in the producing analysis and recommendations for senior management with respect to strategic business decisions
Helps to improve current finance processes through simplification and/or automation
Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit
Mentor junior team members
All other duties as assigned