Senior Business Analyst, Advisor Compensation

Osaic

Senior Business Systems Analyst optimizing advisor compensation systems and integrations for Osaic, a financial services firm. Leading complex analysis, automation, QA/UAT, and cross-functional initiatives across broker-dealer operations.

Posted 8/5/2026full-timeAtlanta • Arizona, Florida, Minnesota, New York • 🇺🇸 United StatesSenior💰 $95,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced analytical capabilities in evaluating compensation data and financial systems, with expertise in developing strategic solutions for complex business challenges. Proficient in collaborating across teams to implement effective system improvements and regulatory compliance.

Highest-signal resume keywords

Advanced Data AnalysisCompensation Structures ExpertiseSQL ProficiencyBusiness Process ImprovementFINRA Series 7 and Series 24 Licenses

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisFinancial Data AnalysisCompensation Framework InterpretationSystem Integration DesignAutomation StrategiesAdvanced Analytics SolutionsProcess ModelingWorkflow MappingRisk EvaluationTrend Analysis

Soft Skills

Strong Communication SkillsIndependent JudgmentPrioritizationCollaborationProblem-Solving

Tools & Technologies

SQLExcelAlteryxAgile/ScrumSix Sigma

Certifications & Qualifications

FINRA Series 7 LicenseFINRA Series 24 License

Industry Keywords

Broker-Dealer OperationsAdvisor Compensation ModelsFinancial ServicesRegulatory ComplianceMergers and Acquisitions

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Lead analysis, interpretation, and translation of complex business, compensation, and system requirements into strategic, scalable solutions
Evaluate compensation data using advanced analytical methods to identify trends, anomalies, and actionable insights
Serve as a subject matter expert in advisor compensation structures, financial systems, and broker-dealer operations
Design and recommend solutions to complex, non-routine business problems
Diagnose process inefficiencies and develop system improvements, automation strategies, and advanced analytics solutions
Provide expert oversight for QA/UAT testing strategies aligned with compensation logic and regulatory considerations
Interpret compensation frameworks, financial models, and relevant regulatory requirements, including FINRA considerations
Lead collaboration with Finance, Legal, Compliance, and Technology teams
Evaluate risks, competing priorities, and business constraints to recommend and implement effective solutions
Develop analytical frameworks, reporting models, and insights for executive decision-making
Influence system design, business processes, and integration strategies through expert analysis and recommendations
Manage multiple complex initiatives with minimal supervision

Requirements

What you’ll need

Bachelor’s degree or higher required in Finance, Accounting, Economics, Information Systems, Data Analytics, or a related field
Equivalent combination of advanced specialized education and experience demonstrating comparable professional knowledge may be considered
5+ years of experience in Business Analysis, Systems Analysis, or a similar analytical role within financial services or a related industry
Advanced knowledge of compensation structures, financial data analysis, and/or broker-dealer operations
Ability to exercise independent judgment and discretion in complex, non-routine business and financial problems
Advanced proficiency in data analysis tools such as SQL, Excel, Alteryx, or comparable platforms
Experience designing solutions for system integrations, business process improvements, and automation initiatives
Ability to interpret complex data sets and make strategic recommendations
Strong communication skills for technical and non-technical audiences
Ability to work independently, prioritize effectively, and manage multiple high-impact initiatives
Familiarity with Agile/Scrum, Six Sigma, business process modeling, and enterprise systems
Ability to communicate technical data clearly to non-technical stakeholders
Ability to map current-state workflows using flowcharts or data models
Knowledge of broker-dealer compensation preferred
Knowledge of advisor compensation models and regulatory frameworks preferred
FINRA Series 7 and Series 24 licenses preferred
Experience supporting mergers, acquisitions, and large-scale system integrations preferred
Applicants must be located at one of Osaic’s listed hubs and willing to work a minimum of 4 days weekly in the office

Benefits

Comp & perks

Annual performance-based bonus
Health insurance
Vision insurance
Dental insurance
401(k)
Paid time away
Volunteer days