Financial Analyst I at Osaic in Scottsdale, AZ

Summary: Osaic is a financial services company seeking a Financial Analyst I to support their business partner finance functions. The role involves financial analysis, modeling, and reporting to drive decision-making and performance improvement within the organization. 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 - Modeling recruiting and retention deals in collaboration with business partners; adhere to SLAs and standards set forth in operating procedures - Creates and provides reporting on advisor recruiting and profitability programs for multiple audiences, including the executive leadership team - Provide financial guidance and support to drive decision-making, performance improvement, and cost management - Management Reporting and Forecasting - Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs) - Complete monthly, quarterly, and annual forecasting process for recruiting and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement - Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for management - Ensure timely and accurate financial reporting in compliance with internal policies and external regulations Required Qualifications: - Bachelor's Degree from accredited university in Business, Finance, Accounting, Economics, or related field required - Minimum of 1–3-years' experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, etc.) - Advanced Skills in MS Office products, particularly Excel and PowerPoint - Experience working in Salesforce - Intermediate 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 Preferred Qualifications: - Prior financial services industry experience Required Skills: Financial modeling, Microsoft Excel, Financial analysis Important Skills: Microsoft Power BI, Salesforce Nice-to-Have Skills: Analytical skills, Project management Benefits: Health, vision, dental insurance, 401k, Paid time away, Volunteer days