Senior Financial Analyst -Corporate Finance Opportunity – Financial Services

Pay Rate: $65.00 Per Hour W2
Duration: Contract to 12/.31/2026

Department: Corporate Finance
Industry: Financial Services
Schedule: Full-Time, Hybrid (4 Days Onsite)

Location Options:

• Oakdale, MN – 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale, AZ – 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Work Arrangement: Hybrid (Minimum 4 Days Onsite Per Week)

Osaic is not considering remote candidates at this time. Candidates must reside near one of the listed hub locations and be willing to work the required hybrid schedule.

Position Summary

The Senior Financial Analyst is a key contributor within the Finance organization, responsible for delivering high-quality financial analysis, forecasting, and insights to support business decision-making. This role partners closely with cross-functional stakeholders to evaluate performance, identify trends, and drive financial discipline while supporting strategic initiatives.

The ideal candidate combines strong analytical capabilities with business acumen and the ability to communicate actionable insights to leadership.

Education Requirements

• Bachelor's Degree from an accredited university in Business, Finance, Accounting, Economics, or a related field required.

Responsibilities

• 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 across Finance, Product, Operations, and 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 such as Excel, Power BI, and 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.

Basic Requirements

• 4–7+ years of experience in FP&A, Financial Analysis, or a related field.
• Strong financial modeling and analytical skills.
• Advanced Excel proficiency, including pivot tables, financial modeling, and forecasting.
• Ability to synthesize data into clear business insights and communicate effectively.

Preferred Requirements

• Strong interest and experience leveraging AI technologies (Claude, Copilot, etc.) to improve efficiency, accuracy, and scalability of financial reporting processes.
• Experience supporting business units or revenue-generating functions.
• Familiarity with financial systems such as Hyperion, Oracle, and Anaplan.
• Experience with data visualization tools such as Power BI and Tableau.
• MBA, CFA, CPA, or progress toward professional certification.