Advisor
Finance Manager, Technology
Scottsdale, AZ · Full-time
Sponsorship not specified$120k-$140kDetected 30 days ago
Financial ModelingFinancial AnalysisAccountingForecastingBudgetingExcelFP&AHRISLeadershipCommunicationCollaborationMicrosoft OfficeFinancial ReportingInternal AuditVariance Analysis
About the role
- Hayden Road, 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.
Responsibilities
- Lead the development and implementation of investment prioritization processes with executive leadership.
- Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives.
- Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities.
- Provide financial guidance and support to drive decision-making, performance improvement, and cost management.
- Lead the development and implementation of financial planning, budgeting, and forecasting processes.
- Develop dashboards and visualizations to communicate financial results to senior management and business partners.
- Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.
- Prior support of a technology organization
- This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.
- This role will specifically support the organization's Investment Committee and technology leaders.
Requirements
- Minimum of 5 years' experience in FP&A, finance, or business analysis role
- Expert proficiency in the use of business applications, particularly Excel and PowerPoint
- Experience with financial reporting and general ledger applications tools
- Must have acute attention to detail
- Experience with Workday Financials and/or Apptio
Nice to have
- Bachelor's Degree from accredited university in Accounting, Finance or another related field is required.
- Master's Degree preferred.
- Preferred Requirements:
- Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Compensation
- $120,000 - $140,000 per year + annual bonus
- Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
- Our competitive salaries are just one component of Osaic's total compensation package.
- Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs).
Benefits
- Education Requirements:
- Additional benefits include:
- health, vision, dental insurance, 401k, vacation and sick time, 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
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