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Osaic · 13 hours ago

Finance Manager, Technology

Scottsdale, AZ

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $140K/yr

5+ years exp

Osaic is a company focused on financial services, and they are seeking an FP&A Manager, Technology to provide financial insights and support strategic decision-making. This role involves collaboration with senior leadership and business unit executives to enhance financial performance through budgeting, forecasting, and reporting processes.

Business DevelopmentFinancial ServicesWealth Management

H1B Sponsor Likely

Responsibilities

Lead the development and implementation of investment prioritization processes with executive leadership

Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives

Collaborate with business unit leaders to understand their financial needs, challenges, and opportunities

Provide financial guidance and support to drive decision-making, performance improvement, and cost management

Act as a trusted advisor to the executive team, offering insights into financial trends and operational performance

Lead the development and implementation of financial planning, budgeting, and forecasting processes

Analyze financial performance against key business metrics and provide actionable insights to improve profitability and efficiency

Management Reporting

Prepare monthly, quarterly, and annual financial reports, including variance analysis and key performance indicators (KPIs)

Develop dashboards and visualizations to communicate financial results to senior management and business partners

Ensure timely and accurate financial reporting in compliance with internal policies and external regulations

Identify and implement process improvements to enhance the efficiency and effectiveness of the FP&A function

Leverage technology and automation to streamline financial planning and reporting processes

Ensure robust internal controls and adherence to best practices in financial management

Qualification

Financial modelingFP&A experienceExcel proficiencyPowerPoint proficiencyFinancial reportingBusiness analysisProcess improvementTechnology leverageCommunication skillsAttention to detailProject managementTeam collaboration

Required

Bachelor's Degree from accredited university in Accounting, Finance or another related field is required

Minimum of 5 years' experience in FP&A, finance, or business analysis role

Advanced financial modeling and analysis skills

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 and PowerPoint

Experience with financial reporting and general ledger applications tools

Must have acute attention to detail

Strong written and verbal communication skills

Preferred

Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)

Prior support of a technology organization

Experience with Workday Financials and/or Apptio

Benefits

Health, vision, dental insurance

401k

Vacation and sick time

Volunteer days

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)