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Osaic · 1 day ago

Finance Manager, Operations

Scottsdale, AZ

Full-time

Hybrid

Senior Level

$120K/yr - $140K/yr

5+ years exp

Osaic is a financial services company seeking a strategic and results-driven Finance Manager of Operations to join their dynamic team. In this role, you will influence key financial decisions, optimize operational processes, and drive efficiency across the organization by collaborating with senior leadership and cross-functional teams.

Business DevelopmentFinancial ServicesWealth Management

H1B Sponsor Likely

Responsibilities

Oversee financial operations and ensure alignment with organizational goals

Develop and manage budgets, forecasts, and financial models to support strategic initiatives

Develop demand models to better forecast / understand staffing requirements to achieve various service levels

Develop cost to serve analysis to understand key drivers of spend to drive M&A valuation and efficiency opportunities

Monitor and analyze key performance indicators (KPIs) to identify trends and opportunities for improvement

Collaborate with cross-functional teams to streamline financial processes and enhance operational efficiency

Ensure compliance with regulatory requirements and internal financial policies

Prepare and present financial reports to senior leadership, providing actionable insights and recommendations

Support decision-making through data-driven analysis and scenario planning

Lead process improvement initiatives to optimize resource allocation and cost management

Qualification

Financial ManagementBudgetingForecastingFinancial ReportingData AnalysisExcelERP PlatformsBusiness IntelligenceProcess ImprovementCommunication SkillsOrganizational SkillsTeam Collaboration

Required

Bachelor's degree in finance, Accounting, or related field

5+ years of experience in financial management or operations within a corporate environment

Strong understanding of financial reporting, budgeting, and forecasting processes

Proficiency in financial systems and tools (e.g., Excel, ERP platforms)

Excellent analytical and problem-solving skills with attention to detail

Ability to communicate complex financial concepts clearly to non-financial stakeholders

Strong organizational and time management skills to handle multiple priorities

Demonstrated ability to work collaboratively in a team-oriented environment

Preferred

Master's degree in finance, Business Management, or related discipline

Experience in the financial services or wealth management industry

Familiarity with business intelligence tools and data visualization platforms

Proven track record of leading process improvement initiatives

Advanced proficiency in financial modeling and scenario analysis

Benefits

Health, vision, dental insurance

401k

Paid time away

Volunteer days

Much more

Company

Osaic

Glassdoor3.7

Osaic provides the support, resources, and community designed for the future of wealth management.

Founded in 2016

Phoenix, Arizona, USA

1001-5000 employees

https://osaic.com/

H1B Sponsorship

Osaic has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2024 (1)

2023 (1)