VP, Financial Planning & Analysis

External

Advisorgroup · Scottsdale, AZ

$220K–$250K/yrFull-timeRemote2d ago

BudgetingExcelFinancial ModelingForecastingLeadershipPerformance Optimization

Cover Letter Connect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role

About the role

Osaic is seeking an accomplished and forward-thinking Vice President of Financial Planning & Analysis (FP&A) to lead our enterprise-wide financial strategy, performance analytics, and forecasting processes. This executive will serve as a trusted advisor to the CFO and Executive Leadership Team, driving financial insight, operational efficiency, and long‑range planning to support Osaic's continued growth and transformation. This is a high‑impact leadership role ideal for a strategic finance leader who thrives in a dynamic environment, excels in influencing senior executives, and is passionate about building scalable financial processes that support a multi‑business, national organization. Education Requirements: Master's Degree in Finance, Accounting, Business Administration, Economics, or related field preferred, Bachelor's Degree from accredited university in Finance, Accounting, Business Administration, Economics, or related field required.

Responsibilities

Lead Osaic's enterprise financial planning processes including annual budgeting, quarterly forecasting, long‑range planning, and scenario modeling.

Serve as the primary financial strategist partnering with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis.

Oversee monthly and quarterly enterprise financial reporting, providing meaningful insights, variance analyses, and recommendations to executive leadership and the Board.

Lead a high-performing FP&A organization, building capabilities, developing talent, and ensuring strong analytical rigor across the team.

Craft external communications and narratives for investors and rating agencies.

Drive financial governance, forecast accuracy, and continuous process improvement across planning systems, data quality, and reporting frameworks.

Partner cross-functionally 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 assessment of ROI for strategic investments.

Implement automation, analytical tools, and best‑practice methodologies to scale financial insights and improve enterprise visibility.

Serve as a strategic advisor to senior leaders, translating complex financial data into actionable, business-oriented guidance.

Experience with change management scalable processes with Enterprise.

Basic Requirements:

12+ years of progressive finance experience, with at least 5 years leading FP&A teams or equivalent senior finance function.

Demonstrated 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.

Proven experience leading cross-functional initiatives in a complex, multi-entity environment.

Advanced proficiency with Excel, financial modeling tools, and executive presentation development (PowerPoint).

Strong leadership capability with experience developing high-performing teams.

Excellent communication skills, with the ability to simplify complex financial concepts for senior leaders.

Preferred Requirements:

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 in delivering process automation or analytical technology implementations.

MBA or relevant advanced certification (CFA, CPA) preferred.

Current Employees and Contractors Apply Here

VP, Financial Planning & Analysis

About the role

Responsibilities

Benefits

Additional Information

Your Match

Company Intel

What employees say

Interested in this role?