Financial Analyst I – W2 Channel
Company | Osaic |
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Location | Scottsdale, AZ, USA |
Salary | $60000 – $75000 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- Bachelor’s Degree from an accredited university in business, finance, accounting, economics, or related field required.
- Minimum of 1-year experience in finance or business analysis role or experience in working in financial / reporting systems (Workday, SABOS, or Caesar)
- Proficiency in MS Office products, particularly Excel and PowerPoint
- Intermediate to advanced 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
Responsibilities
- Develop and maintain financial models in support of the company’s business development initiatives.
- Proactive management of budgeting, forecasting, and financial planning processes.
- Assess the financial and economic performance of various business opportunities through a detailed understanding of revenue and cost drivers.
- Provide financial guidance and support to drive decision-making, performance improvement, and cost management.
- Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
- Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.
- Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.
- Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems.
- Work with large sets of data to drive analytics to assist in business decisions.
- All other duties as assigned
Preferred Qualifications
- Prior financial services industry experience