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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 salaries, health insurance, 401k, vacation days, and more perks.
- Why this job: Be part of a dynamic team impacting financial performance and collaborating with senior leaders.
- Qualifications: Bachelor's in Finance or Accounting; 5+ years in FP&A; advanced financial modelling skills required.
- Other info: Hybrid work schedule: 4 days in the office; salary range $100,000 - $115,000 plus bonuses.
The predicted salary is between 72000 - 84000 £ per year.
Current Employees and Contractors Apply HereOsaic Careers
Corporate Finance Leadership Opportunity in Financial Services
Finance Manager, Retention & Shift
Location(s):
7755 3rd Street North, Oakdale, MN 55128
18700 N. Hayden Road, Scottsdale, AZ 85255
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. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
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
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
Current Employees and Contractors Apply Here #J-18808-Ljbffr
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 FP&A roles. 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 the context of retention strategies and product mix shifts. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the role's requirements.
✨Tip Number 3
Prepare to discuss specific examples from your past experiences where you've successfully collaborated with senior leadership or business unit executives. Highlight how your financial insights led to improved decision-making and performance, as this aligns closely with the responsibilities of the Finance Manager role.
✨Tip Number 4
Showcase your proficiency in financial modelling and reporting tools, particularly Excel and PowerPoint. Consider creating a portfolio of financial models or reports you've developed in previous roles to present during your interview, demonstrating your technical skills and attention to detail.
We think you need these skills to ace Finance Manager, Retention & Shift
Some tips for your application 🫡
Understand the Role: Thoroughly read the job description for the Finance Manager position. Make sure you understand the key responsibilities and required skills, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experience in financial planning and analysis, particularly in the financial services industry. Use specific examples that demonstrate your ability to manage multiple projects and provide financial insights.
Craft a Compelling Cover Letter: Write a cover letter that addresses how your background aligns with the role's requirements. Emphasise your experience in business partnering and financial reporting, and express your enthusiasm for contributing to Osaic's goals.
Highlight Relevant Skills: In your application, make sure to showcase your advanced financial modelling skills and proficiency in Excel and PowerPoint. Mention any relevant certifications like CPA or CFA, as these can set you apart from other candidates.
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, as well as how these 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 or solve complex problems.
✨Prepare for Technical Questions
Expect questions related to financial reporting, compliance, and internal controls. Brush up on relevant regulations and best practices in financial management to demonstrate your expertise and attention to detail.
