Osaic · 14 hours ago
Financial Business Intelligence Analyst
Oakdale, MN
Full-time
Hybrid
New Grad, Entry Level
$65K/yr - $77K/yrOsaic is a pre-IPO firm in the financial services sector, seeking a Finance Business Intelligence Analyst to join their team. The role involves driving critical reporting and strategic direction while collaborating with various corporate functions to evaluate firm-wide performance.
Business DevelopmentFinancial ServicesWealth Management
No H1B
U.S. Citizen Only
Responsibilities
Reviewing and maintaining existing financial models for MD&A Level Reporting in MS Excel
Creating interactive data experiences in visualization tools such as PowerBI and Tableau
Writing, Reviewing, and Maintaining code SQL and Snowflake
Monitoring data quality and performance within the Finance team
Creating custom data curations for partner teams within the organization to drive strategic goal obtainment
Identifying, scoping, and proposing solutions to potential operational opportunities including potential automation when appropriate
Qualification
Required
Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required
Proficient with Microsoft Office Products such as Excel, PowerPoint and Word
Proficient with SQL, Snowflake and PowerBI
Able to handle complex, inter-related large data sets and discern insights from them
Able to take complex data insights and create simpler action plans, power points, and communication materials
Able to partner cross-functionally across broad discipline groups to understand the foundational nature of complex data structures
Preferred
Previous FP&A experience, previous experience in the financial services industry
Working knowledge of Sarbanes Oxley, the Dodd-Frank Consumer Protection Act, the 1933 Securities Act, and the 1934 Securities Exchange Act
Experience designing database objects and auditing data governance policies
Benefits
Health, vision, dental insurance
401k
Paid time away
Volunteer days
Company
Osaic
Osaic provides the support, resources, and community designed for the future of wealth management.
Founded in 2016
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jamie Price
Chief Executive Officer
Kristy Britt
CFO
Recent News
2026-01-23
Investment News
2026-01-22
Company data provided by crunchbase