Financial Analyst II

Osaic

Financial Analyst supporting Corporate Finance functions at Osaic. Responsible for financial analysis, management reporting, and relationship management with key stakeholders.

Posted 6/24/2026full-timeOakdale • Arizona, Minnesota • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $90,000 per yearWebsite

Tech Stack

Tools & technologies

MS SQL ServerSQL

About the role

Key responsibilities & impact

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
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
Creates and provides reporting on Advisor loan programs for multiple audiences, including the executive leadership team
Monitors Advisor terminations and build reporting to help drive business conversation
Answers inquiries from both external and internal customers regarding profitability, transactions, reconciliations, and reporting
May be required to assist on moderate to complex special projects that include production of analysis and recommendations for senior management concerning strategic business decisions
Develop and maintain excellent relationships with colleagues across business units
All other duties as assigned

Requirements

What you’ll need

Minimum of 3–5-years experience in finance or business analysis role
Experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, or Salesforce)
Advanced Skills in MS Office products, particularly Excel and PowerPoint
Intermediate to advanced financial modeling and analysis skills
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

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 modelingdata analysisreportingfinancial analysiscost drivers analysisrevenue analysisdata synthesisproject managementExcelPowerPoint

Soft Skills

communicationproblem-solvingrelationship buildingself-starterteam playercustomer servicetime managementmotivationadaptabilityinitiative