Job Locations:
Phoenix, AZ
Oakdale, MN

Current Employees and Contractors Apply Here

Osaic Careers

Corporate Finance Leadership Opportunity in Financial Services

Finance Manager, Financial Planning & Analysis


20 E Thomas Road | Phoenix, AZ 85012

7755 3rd St North | Oakdale, MN 55128

Role Type:  Full Time (Remote)

This position is open to all qualified candidates in Phoenix, Arizona or Minneapolis, Minnesota metro areas. Both hybrid and remote.

Salary: $115,600 – $130,000 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


The Manager, FP&A, is responsible for providing financial insight as well as leadership and direction in support of Osaic’s Financial Planning & Reporting group of the Corporate Finance function, which broadly encompasses financial analysis, forecasting, management reporting, budget planning, and management and financial reporting.  In this capacity, the FP&A Manager will play a leading role help the President of Advice & Wealth Management build segment level financials, various planning and reporting efforts within the group while developing and managing direct reports and relationships with key leaders/stakeholders within different business units.


  • Develops / maintains complex financial models as part of the company’s forecasting, budgeting, and annual planning processes (weekly flashes, monthly reporting, annual planning/budgeting)
  • Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems
  • Assesses the financial and economic performance of various businesses through a detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability
  • Work with specific units in the context of regular financial monitoring, evaluation of new initiatives, budgeting, forecasting, and performance improvement
  • Monitors performance of various business units and departments (including variance analyses) and prepares periodic reports for senior management
  • Maintains forecasting, budget, and key operating metrics and databases within applicable systems
  • Assists with implementation of new tools and systems
  • Assists in the producing analysis and recommendations for senior management concerning strategic business decisions
  • Helps to improve current finance processes through simplification and/or automation
  • Develops and maintains excellent relationships with colleagues across business units/departments to foster an effective cross-functional working environment and collaborative spirit
  • Manage and direct a team of financial analysts.
  • All other duties as assigned

Education Requirements:

  • Bachelor’s Degree from an accredited university in Finance, Accounting, Economics, or related area of study is required.
  • Master’s degree preferred but not required

Basic Requirements:

  • Minimum of 5 years’ experience in FP&A, finance or business analysis role
  • 3-5 years’ experience managing individuals
  • Advanced financial modeling and analysis skills required
  • Solid knowledge of financial statements, corporate finance, and accounting principles required
  • Expert proficiency in the use of business applications, particularly Excel and PowerPoint
  • Highly motivated with demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment
  • Self-starter who will anticipate challenges and work proactively to resolve issues
  • Comfortable working within an entrepreneurial, “roll-up your sleeves” environment
  • Strong written and verbal communication skills
  • Team player with a customer service mentality

Preferred Requirements:

  • Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
  • Experience with financial reporting and general ledger applications tools (Workday Financials) a plus

Current Employees and Contractors Apply Here