Sr. Financial Analyst

Advisor Group

Scottsdale, AZ

Apply

JOB DETAILS

SKILLS

Accounting, Analysis Skills, Best Practices, Budgeting, Business Administration, Business Case, Business Skills, Business Support, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Communication Skills, Corporate Finance, Cost Control, Cross-Functional, Data Quality, Data Visualization, Data Visualization Tools, Decision Support, Economics, Energy Efficiency, Finance, Financial Analysis, Financial Modeling, Financial Planning and Analysis (FP&A), Financial Reporting, Financial Services, Financial Systems, Financial Trend Analysis, Forecasting, Functional Analysis, Hubs, Hyperion, Investment Analysis, Leadership, Operational Strategy, Operational Support, Oracle, Performance Analysis, Pivot Tables, Power BI, Process Development, Process Improvement, Product Pricing, Product/Service Launch, Reporting Dashboards, Revenue Management, SAP, Sales Support, Strategic Planning, Tableau, Time Management, Trend Analysis

LOCATION

Scottsdale, AZ

POSTED

Today

Current Employees and Contractors Apply Here Osaic Careers Corporate Finance Opportunity in Financial Services Senior Financial Analyst Location(s): Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 Osaic is not considering remote candidates at this time. Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule. Role Type: Full-time Salary: $85,000 - $100,000 per year + annual bonus Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education. Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits. 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 accredited university in Business, Finance, Accounting, Economics, or 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 (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 Basic Requirements: 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 Preferred Requirements: Experience supporting business units or revenue-generating functions Familiarity with financial systems (e.g., SAP, Hyperion, Oracle, Anaplan) Experience with data visualization tools (e.g., Power BI, Tableau) MBA, CFA, CPA, or progress toward certification Current Employees and Contractors Apply Here Don't see a job that works for you? Not to worry, you can still introduce yourself to us by clicking on, Get Started.

About the Company

Advisor Group

Resume Resources

Free Resume Templates Free Resume Builder