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Corporate Finance Leadership Opportunity in Financial Services

FP&A Manager, Technology

Location(s):    18700 N. 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. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Role Type:     Full time

Salary: $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. 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 FP&A Manager, Technology 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.  This role will specifically support the organization’s Investment Committee and technology leaders.

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.

• Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance.

• 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.

• 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.

• 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.

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

• 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:

• Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

• Prior support of a technology organization

• Experience with Workday Financials and/or Apptio

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.