Osaic · 3 months ago
Finance Director, Business Intelligence
Scottsdale, AZ
Full-time
Hybrid
Director/Executive
$165K/yr - $175K/yr
8+ years expOsaic is a financial services company seeking a Finance Director for Business Intelligence who will report directly to the CFO. This role involves leading the finance data strategy and transforming financial data into actionable insights to support strategic decision-making across the firm.
Business DevelopmentFinancial ServicesWealth Management
No H1B
Responsibilities
Collaborate with senior leaders to provide financial insight, metrics and analysis that drive decisions based on data
Develop executive and business dashboards that unify and clean disparate financial data sources
Build scalable, sustainable and repeatable analysis and data sets that provide consistent results and insights
Build intuitive automated reporting that drives insight into business performance by partnering with consumers of data across the business
Support deployment of tools that automate data driven processes in finance and across the business, with a particular focus on go to market and advisor recruiting activities to ensure results transparency, territory management and process efficiency
Close collaboration with data owners to ensure consistency in use and definition of data, contribute to data strategy and own components of data governance aligned with finance data sets
Work closely with Technology to align data architecture and governance with business needs
Lead and develop a team of financial professionals providing mentorship, coaching and fostering a collaborative, high-performance culture
Identify pathway to solve large scale data reporting challenges in collaboration with data teams and technology to ensure ongoing progress to best in class reporting
All other duties as assigned
Qualification
Required
Bachelor's Degree from accredited university in Finance, Business Analytics or another related field is required
Minimum of 8 years' experience in FP&A, finance, or business analysis role
Minimum of 3 years' experience managing staff
Financial services industry experience (wealth management, investment management, broker-dealer, insurance, securities) required
Advanced financial modeling and analysis skills
Solid knowledge of financial statements, corporate finance and accounting principles
Significant experience with SQL Server and Snowflake
Desire to work with an entrepreneurial, 'roll-up your sleeves' environment
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, Power BI and PowerPoint
Experience with financial reporting and general ledger applications tools
Experience performing analysis with large datasets
Self-starter who will anticipate challenges and work proactively to resolve issues
Ability to work with all levels of management
Must have acute attention to detail
Strong written and verbal communication skills
Preferred
FINRA licenses
CPA, CFA or CMA designations
Experience with Python Coding / Development
Benefits
Health, vision, dental insurance
401k
Vacation and sick time
Volunteer days
Much more
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-02-03
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase