Osaic

Financial Planning and Analysis

• 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

Senior Financial Analyst

Affiliate Manager

• Responsible for managing and strengthening relationships with financial professionals
• Collaborating closely with Osaic leadership, the Advisor Engagement team, and Relationship Leaders
• Supporting both legacy and current advisor populations by enhancing engagement, driving retention, and supporting growth initiatives
• Shaping the future of advisor service by modernizing the client experience and delivering an elevated, consistent standard of care
• Partner with internal teams and advisors to strengthen retention and demonstrate strategic value
• Identify retention risks and proactively build trust and credibility with financial professionals
• Escalate high-risk issues and trends through appropriate channels
• Leverage internal resources, subject matter experts, and cross-functional partners to resolve service and operational needs
• Act as an advocate for financial professionals to ensure timely issue resolution
• Enhance the overall advisor experience by delivering tailored support, insights, and resources
• Support growth initiatives by connecting advisors with resources, insights, and strategic opportunities

Relationship Management Partner

DevOps Engineer

• Lead a team of DevOps engineers in designing scalable, secure CI/CD pipelines using Azure DevOps
• Define DevOps standards, best practices, governance frameworks, and deployment workflows
• Partner with Architecture, Development, QA, and Cloud Engineering teams to streamline software delivery
• Drive Infrastructure-as-Code (IaC) adoption and cloud-native transformation
• Build and maintain CI/CD pipelines for .NET, Java, and microservices applications
• Automate build, testing, packaging, and deployment using Azure DevOps Pipelines (YAML and classic)
• Manage and optimize Windows Server environments, especially IIS web applications
• Deploy, manage, and monitor Azure services: App Services, VMs, AKS, ACR, Storage, Networking, Key Vault, etc.

Senior DevOps Engineer – Team Lead

Procurement

• Provide daily oversight of all supplier engagements, processes, systems throughout the supplier’s lifecycle
• Manage supplier intake with stakeholders on category of spend strategies
• Ensure supplier engagements have a complete cost of ownership and cost model for stakeholders
• Ensure supplier's contracts are aligned to the business’s requirements
• Provide oversight and direction with contracting, contract negotiations, contracting issues, TCO and cost models

Senior Financial Analyst

Relationship Management Partner

Senior DevOps Engineer – Team Lead

Director of Sourcing – Supplier Management