Job Locations:
Phoenix, AZ
La Vista
Jersey City, NJ
Oakdale, MN
Atlanta, GA

Current Employees and Contractors Apply Here

Osaic Careers

At Osaic, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Corporate Finance Management Opportunity in Financial Services

Finance Manager

Location(s):         20 E Thomas Rd | Suite 2000, Phoenix, AZ 85012

Role Type:           Full Time (Remote)

This position is open to all candidates, both hybrid and remote. West coast candidates are preferred.


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, they 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