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Osaic

VP, Financial Planning, Analysis

Osaic

Vice President of Financial Planning & Analysis leading financial strategy and performance analytics at Osaic. Managing budgeting, forecasting, and long-range planning in a dynamic growth environment.

Posted 4/15/2026full-timeScottsdale • Arizona, Minnesota • 🇺🇸 United StatesLead💰 $220,000 - $250,000 per yearWebsite

About the role

Key responsibilities & impact
  • 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
  • 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

Requirements

What you’ll need
  • 12+ years of progressive finance experience
  • at least 5 years leading FP&A teams or equivalent senior finance function
  • 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
  • Advanced proficiency with Excel, financial modeling tools, and executive presentation development (PowerPoint)

Benefits

Comp & perks
  • health, vision, dental insurance
  • 401k
  • paid time away
  • volunteer days
  • annual performance-based bonus

ATS Keywords

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Hard Skills & Tools
financial planningbudgetingforecastingscenario modelingvariance analysisfinancial reportingfinancial modelinganalytical rigor
Soft Skills
leadershipstrategic thinkingperformance optimizationcost disciplinecommunication
Certifications
Master’s Degree in FinanceBachelor’s Degree in Finance