VP, Financial Planning & Analysis

Advisor Group•Oakdale, MN

5d•$220,000 - $250,000•Hybrid

About The Position

Osaic is seeking an accomplished, forward-thinking Vice President of Financial Planning & Analysis to lead enterprise-wide financial strategy, performance analytics, and forecasting. The role serves as a trusted advisor to the CFO and Executive Leadership Team, providing financial insight, supporting operational efficiency, and leading long-range planning for Osaic’s growth and transformation. This high-impact leadership position is suited to a strategic finance leader who can influence senior executives and build scalable financial processes for a multi-business, national organization. The role is based at Osaic’s Scottsdale, Arizona or Oakdale, Minnesota hub, with a hybrid schedule requiring at least four days per week in the office. Remote candidates are not being considered. The position is full-time, with a salary range of $220,000–$250,000 per year plus an annual performance-based bonus. A bachelor’s degree in Finance, Accounting, Business Administration, Economics, or a related field is required; a master’s degree in one of those fields is preferred. Osaic also lists health, vision, and dental insurance, a 401(k), paid time away, and volunteer days among its benefits.

Requirements

At least 12 years of progressive finance experience, including at least 5 years leading FP&A teams or an equivalent senior finance function.
Bachelor’s degree from an accredited university in Finance, Accounting, Business Administration, Economics, or a related field.
Executive presence and ability to influence C-suite stakeholders.
Deep expertise in budgeting, forecasting, financial modeling, and strategic planning.
Strong understanding of unit economics, KPIs, and financial performance drivers.
Demonstrated experience leading cross-functional initiatives in a complex, multi-entity environment.
Advanced proficiency with Excel, financial modeling tools, and executive presentation development using PowerPoint.
Leadership experience developing high-performing teams.
Excellent communication skills and ability to simplify complex financial concepts for senior leaders.
Willingness to work at the Scottsdale or Oakdale hub at least four days per week; remote candidates are not being considered.

Nice To Haves

Prior experience in financial services, wealth management, or broker-dealer environments.
Experience supporting M&A modeling, integration, and synergy realization.
Familiarity with financial systems such as Adaptive Insights, Anaplan, or Workday Adaptive Planning.
Strong background delivering process automation or analytical technology implementations.
Master’s degree in Finance, Accounting, Business Administration, Economics, or a related field.
MBA or relevant advanced certification such as CFA or CPA.

Responsibilities

Lead enterprise financial planning, including annual budgeting, quarterly forecasting, long-range planning, and scenario modeling.
Partner with the CFO and Executive Leadership Team as the primary financial strategist, supporting performance optimization, cost discipline, capital allocation, and enterprise-level analytic projects, including competitive analysis.
Oversee monthly and quarterly enterprise financial reporting, delivering insights, variance analyses, and recommendations to executive leadership and the Board.
Lead and develop the FP&A organization, building team capabilities and maintaining strong analytical rigor.
Craft external communications and financial narratives for investors and rating agencies.
Drive financial governance, forecast accuracy, and continuous improvement across planning systems, data quality, and reporting frameworks.
Partner with Accounting, Corporate Development, IT, HR, and business-unit leaders to align financial plans with operational strategy.
Support M&A evaluation, integration modeling, synergy tracking, and ongoing ROI assessment for strategic investments.
Implement automation, analytical tools, and best-practice methodologies to scale financial insights and improve enterprise visibility.
Advise senior leaders by translating complex financial data into actionable, business-oriented guidance.
Apply change-management experience to develop scalable enterprise processes.