Financial Analyst I

Osaic

Oakdale, MN, United States
$65,000 - $75,000 py; annual bonus; health, vision...
On-site (hybrid, minimum of 4 days per week in the office)
Financial modeling
Recruiting economics
Retention economics
Osaic is seeking a Financial Analyst I for their Oakdale, MN office, responsible for financial analysis and reporting to support business functions. The position requires a bachelor's degree and 1-3 years of relevant experience, offering a competitive salary and comprehensive benefits

Job Summary

  • The Financial Analyst I will support business partner finance functions, including financial analysis, recruiting economics, retention economics, and long-range planning.
  • Key responsibilities include modeling recruiting deals, enterprise reporting, budgeting, and various analytical efforts while managing stakeholder relationships.
  • The role requires developing and maintaining financial models, creating reports on advisor recruiting and profitability, and providing financial guidance for decision-making.

Matching Summary

Match Score: 75

Osaic is seeking a Financial Analyst I for their Oakdale, MN office, responsible for financial analysis and reporting to support business functions. The position requires a bachelor's degree and 1-3 years of relevant experience, offering a competitive salary and comprehensive benefits.

Salary

$65,000 - $75,000 per year; annual bonus; health, vision, dental insurance, 401k, paid time away, volunteer days

Skills & Requirements

Must-have

  • Financial modeling
  • Recruiting economics
  • Retention economics
  • Enterprise reporting
  • Budgeting and forecasting
  • MS Excel and PowerPoint
  • Salesforce experience

Nice-to-have

  • Financial services industry experience
  • Customer service mentality
  • Entrepreneurial environment

Key Requirements

  • Bachelor's Degree in Business, Finance, Accounting, Economics, or related field
  • 1-3 years of experience in finance or business analysis
  • Experience with financial/reporting systems (e.g., Microsoft Power BI, SQL Server)
  • Intermediate financial modeling and analysis skills
  • Analytical skills to identify trends and drivers
  • Strong written and verbal communication skills
  • Ability to manage multiple projects in a fast-paced environment

Work Rights

Not specified

Tailored Resume

Cover Letter