Sr. Financial Analyst

External

Advisorgroup · Oakdale, MN

$80K–$95K/yrFull-timeRemote2d ago

BudgetingBusiness AnalysisExcelFinancial AnalysisFinancial ModelingForecasting

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About the role

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. Education Requirements: Master's Degree in Finance preferred, Bachelor's Degree from accredited university in Finance or other related field is required.

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

Basic Requirements:

Minimum of 5 years' experience in FP&A, finance or business analysis role

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

Preferred Requirements:

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

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Sr. Financial Analyst

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