Finance Manager, Business Intelligence

Corporate Finance Leadership Opportunity in Financial Services

Finance Manager, Business Intelligence

Location(s): 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.

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:

The Business Intelligence Manager will play a critical role in providing business intelligence via data and analytics to support strategic decision-making and enhance the financial performance of the organization. This role involves close collaboration with senior leadership, business unit executives, cross-functional IT partners and other stakeholders to provide insights that support financial planning, budgeting, forecasting, data governance and reporting processes.

Responsibilities:

• Lead process improvement projects as prioritized by finance.
• Provide data, analytics, guidance and support to drive decision-making and performance improvement.
• Act as a trusted advisor to the executive team, offering insights into organic growth trends and operational performance.
• Lead the development and implementation of Power BI dashboards for executive leaders and analysts.
• Analyze organic growth performance against key business metrics and provide actionable insights to improve profitability and efficiency.
• Lead the development of future state cloud-based python financial models and scenario analyses.
• Management Reporting
• Prepare monthly, quarterly, and annual organic growth reports, including variance analysis and key performance indicators (KPIs).
• Develop dashboards and visualizations to communicate organic growth results to senior management and business partners.
• Ensure timely and accurate business metric reporting in compliance with internal policies and external regulations.
• Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function.
• Leverage technology and automation to streamline business intelligence and reporting processes.
• Ensure robust internal controls and adherence to best practices in data management and business intelligence.
• 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, business analysis role, or hybrid Finance-IT role
• Advanced data 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, Power BI and PowerPoint
• Experience with financial reporting and general ledger applications tools is required
• Must have acute attention to detail
• Experience with Snowflake and Python Coding/ Development
• Strong written and verbal communication skills

Preferred Requirements:

• FINRA licenses
• CPA, CFA or CMA designations
• Experience with DAX syntax
• Experience with Workday Financials