Senior Financial Analyst

Osaic

Senior Financial Analyst delivering high-quality financial analysis and insights for business decision-making at Osaic. Collaborating with stakeholders to evaluate performance and support strategic initiatives.

Posted 6/18/2026full-timeOakdale • Arizona, Minnesota • 🇺🇸 United StatesSenior💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Support and lead components of the annual budgeting, quarterly forecasting, and long-range planning processes
Develop and maintain financial models to project revenue, expenses, and key business drivers
Analyze financial results, identify variances, and provide clear explanations and recommendations
Prepare recurring and ad hoc reports for leadership, including dashboards and performance summaries
Partner with functional leaders (e.g., Finance, Product, Operations, Sales) to support financial decision-making
Provide actionable insights on cost management, revenue drivers, and operational efficiency
Support resource planning, investment evaluation, and cost optimization efforts
Translate financial data into clear business insights for non-financial stakeholders
Conduct scenario modeling, sensitivity analysis, and business case development for key initiatives
Support strategic projects such as new product launches, pricing changes, and process improvements
Evaluate financial impact of initiatives and track performance against expectations
Assist in long-term strategic planning and financial outlook development
Produce accurate and timely financial reporting packages
Ensure data integrity and consistency across financial systems and reports
Improve reporting processes and automate where possible
Leverage tools (e.g., Excel, Power BI, financial systems) to enhance data visualization and insights
Identify opportunities to improve financial processes, reporting accuracy, and efficiency
Support implementation of new tools, models, and best practices
Partner with Accounting to ensure alignment between financial results and forecasts

Requirements

What you’ll need

4–7+ years of experience in FP&A, financial analysis, or related field
Strong financial modeling and analytical skills
Advanced proficiency in Excel (e.g., pivot tables, modeling, forecasting)
Ability to synthesize data into clear insights and communicate effectively

Benefits

Comp & perks

health, vision, dental insurance
401k
paid time away
volunteer days
annual bonus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelinganalytical skillsbudgetingforecastingscenario modelingsensitivity analysiscost managementrevenue driversoperational efficiencyperformance tracking

Soft Skills

communicationdata synthesiscollaborationproblem-solvinginsight generation