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Finance Manager – W2 Business Support
| Company | Osaic |
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| Location | Scottsdale, AZ, USA |
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| Salary | $100000 – $115000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Bachelor’s Degree from accredited university in Accounting, Finance or another related field is required
- Minimum of 5 years’ experience in FP&A, finance, or business analysis role
- Advanced financial modeling and analysis skills required
- Expert proficiency in the use of business applications, particularly Excel and PowerPoint
- Experience with financial reporting and general ledger applications tools is required
- Must have acute attention to detail
- Strong written and verbal communication skills
Responsibilities
- Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities.
- Provide financial guidance and support to drive decision-making, performance improvement, and cost management.
- Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance.
- Lead the development and implementation of financial planning, budgeting, and forecasting processes.
- Segment financial performance based on majority and minority deal structures, ensuring clarity in revenue streams, profitability, and cost allocation
- Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
- Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives.
- Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).
- Develop dashboards and visualizations to communicate financial results to senior management and business partners.
- 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 Finance Business Support function.
- Leverage technology and automation to streamline financial planning and reporting processes.
- Ensure robust internal controls and adherence to best practices in financial management.
Preferred Qualifications
- FINRA licenses
- CPA, CFA or CMA designations
- Prior financial services industry experience required (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
- Experience with Workday Financials
