Financial Analyst I

Osaic is a financial services company seeking a Financial Analyst I to support their business partner finance functions. The role involves financial analysis, modeling recruiting deals, and managing relationships with key stakeholders while ensuring compliance with internal policies and external regulations. Responsibilities 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 Modeling recruiting and retention deals in collaboration with business partners; adhere to SLAs and standards set forth in operating procedures Creates and provides reporting on advisor recruiting and profitability programs for multiple audiences, including the executive leadership team Provide financial guidance and support to drive decision-making, performance improvement, and cost management Management Reporting and Forecasting Preparation of monthly, quarterly, and annual reports for business unit, including variance analysis and key performance indicators (KPIs) Complete monthly, quarterly, and annual forecasting process for recruiting and retention efforts with business units, collaborate with business partners for forecasting, new initiatives, and performance improvement Monitors performance of various business units and departments (including variance analyses) and preparing periodic reports for management Ensure timely and accurate financial reporting in compliance with internal policies and external regulations Skills Bachelor's Degree from accredited university in Business, Finance, Accounting, Economics, or related field required Minimum of 1–3-years' experience in finance or business analysis role or experience in working in financial/reporting systems (Microsoft Power BI, Microsoft SQL Server, etc.) Advanced Skills in MS Office products, particularly Excel and PowerPoint Experience working in Salesforce Intermediate financial modeling and analysis skills Analytical skills, including the ability to identify key trends and drivers 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 Prior financial services industry experience Benefits Health, vision, dental insurance 401k Paid time away Volunteer days Company Overview Osaic provides the support, resources, and community designed for the future of wealth management. It was founded in 2016, and is headquartered in Phoenix, Arizona, USA, with a workforce of 1001-5000 employees. Its website is