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- Tasks: Join us as a Finance Manager, driving financial insights and strategic decision-making.
- Company: Osaic is a leading wealth management firm focused on financial services excellence.
- Benefits: Enjoy competitive salary, health benefits, 401k, vacation days, and more perks.
- Why this job: Be part of a dynamic team impacting financial performance and advisor retention.
- Qualifications: 5+ years in finance, advanced modelling skills, and financial services experience required.
- Other info: Hybrid work schedule with a minimum of 4 days in the office.
The predicted salary is between 72000 - 83000 £ per year.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.
Role Type: Full time
Salary: $100,000 - $115,000 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. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more.
Summary: We are seeking a dynamic and experienced Finance Manager to join our team partnering across our wealth management firm focusing on retaining top advisors, shifting product mix, and key strategic projects. The Finance Manager will play a critical role in providing financial insights, supporting strategic decision-making, and enhancing the financial performance of the organization. This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.
Responsibilities:
- Business Partnering: 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. Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance.
- Financial Planning and Analysis: Lead the development and implementation of financial planning, budgeting, and forecasting processes. Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency. Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives.
- Management Reporting: Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs). Develop dashboards and visualizations to communicate financial results to senior management and business partners. Ensure timely and accurate financial reporting in compliance with internal policies and external regulations.
- Process Improvements and Other Responsibilities: Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function. Leverage technology and automation to streamline financial planning and reporting processes. Ensure robust internal controls and adherence to best practices in financial management. All other duties as assigned.
Education Requirements: Bachelor's Degree from accredited university in Accounting, Finance or another related field is required. Master's Degree preferred.
Basic Requirements: Minimum of 5 years' experience in FP&A, finance, or business analysis role. Advanced financial modeling and analysis skills required. Prior financial services industry experience required (wealth management, investment management, broker-dealer, insurance, banking, specialty finance). Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment. 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. Strong written and verbal communication skills.
Preferred Requirements: FINRA licenses, CPA, CFA or CMA designations. Experience with Workday Financials.
Finance Manager, Retention & Shift employer: Osaic
Contact Detail:
Osaic Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Manager, Retention & Shift
✨Tip Number 1
Network with professionals in the financial services industry, especially those who have experience in wealth management or similar sectors. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at Osaic.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and analysis, particularly in relation to retention strategies and product mix shifts. Being able to discuss these topics intelligently during interviews will demonstrate your proactive approach and industry knowledge.
✨Tip Number 3
Prepare to showcase your advanced financial modelling skills by bringing examples of your previous work to the interview. This could include presentations or reports that highlight your ability to analyse financial performance and provide actionable insights.
✨Tip Number 4
Research Osaic's recent projects and initiatives related to financial performance and strategic decision-making. Being well-informed about the company's goals will allow you to tailor your responses and show how your skills align with their needs.
We think you need these skills to ace Finance Manager, Retention & Shift
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and analysis, particularly in the financial services industry. Emphasise your skills in financial modelling and any leadership roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities of the Finance Manager role. Mention how your background aligns with their needs, especially in business partnering and financial reporting.
Highlight Relevant Skills: In your application, clearly outline your advanced skills in Excel and PowerPoint, as well as any experience with financial reporting tools. This will demonstrate your technical proficiency to the hiring team.
Showcase Your Achievements: Include specific examples of past achievements in your application, such as successful financial projects or process improvements you've implemented. Quantify your results where possible to make a stronger impact.
How to prepare for a job interview at Osaic
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Finance Manager in the context of retention and shift. Familiarise yourself with financial planning, budgeting, and analysis processes, as well as how they relate to strategic decision-making.
✨Showcase Your Financial Acumen
Prepare to discuss your experience with financial modelling and analysis. Be ready to provide examples of how you've used these skills to drive performance improvements or support strategic initiatives in previous roles.
✨Demonstrate Collaboration Skills
Since this role involves working closely with senior leadership and business unit executives, be prepared to share examples of how you've successfully collaborated with others to achieve financial goals. Highlight your ability to act as a trusted advisor.
✨Prepare for Technical Questions
Expect questions related to financial reporting, compliance, and internal controls. Brush up on your knowledge of relevant regulations and best practices in financial management to demonstrate your expertise.
