Vp, Financial Planning & Analysis

Osaic

Scottsdale, AZ, US
Base: $220,000 – $250,000 py; bonus: annual perfor...
Hybrid (minimum of 4 days in office)
12+ years progressive finance experience
5+ years leading fp&a teams
Enterprise-wide budgeting and forecasting
Osaic is seeking a Vice President of Financial Planning & Analysis (FP&A) to lead its financial planning and strategy initiatives. The ideal candidate should possess extensive finance experience, particularly in FP&A, and be capable of influencing executive leadership while managing a high-performing team. This hybrid role requires significant in-office presence and offers a competitive salary and benefits package

Job Summary

  • This executive role serves as a trusted advisor to the CFO and Executive Leadership Team to drive enterprise-wide financial strategy and performance optimization.
  • The position requires leading a high-performing FP&A organization while overseeing monthly reporting, variance analysis, and long-range planning processes.
  • Candidates must be willing to work a hybrid schedule requiring a minimum of 4 days weekly in the office at either the Scottsdale or Oakdale hub.

Matching Summary

Match Score: 85

Osaic is seeking a Vice President of Financial Planning & Analysis (FP&A) to lead its financial planning and strategy initiatives. The ideal candidate should possess extensive finance experience, particularly in FP&A, and be capable of influencing executive leadership while managing a high-performing team. This hybrid role requires significant in-office presence and offers a competitive salary and benefits package.

Salary

Base: $220,000 – $250,000 per year; Bonus: Annual performance-based bonus; Benefits: Health, vision, dental, 401k, paid time away, volunteer days

Skills & Requirements

Must-have

  • 12+ years progressive finance experience
  • 5+ years leading FP&A teams
  • Enterprise-wide budgeting and forecasting
  • Strategic financial modeling and scenario analysis
  • Cross-functional leadership in multi-entity environment

Nice-to-have

  • Experience in wealth management or broker-dealer environments
  • M&A integration and synergy tracking expertise
  • Proficiency with Adaptive Insights or Anaplan systems
  • Process automation and analytical technology implementation
  • Strong background in change management

Key Requirements

  • Master's degree preferred; Bachelor's required in Finance, Accounting, Business Admin, or Economics
  • CFA or CPA certification preferred
  • Must reside near Scottsdale, AZ or Oakdale, MN hubs
  • Willingness to work hybrid schedule (4 days/week in office)

Work Rights

Not specified

Tailored Resume

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