Finance Manager, Business Intelligence

Company: Advisor Group
Location: Scottsdale
Posted on: March 8, 2025

Job Description:

Corporate Finance Leadership Opportunity in Financial ServicesFinance Manager, Business IntelligenceLocation(s): 18700 N. Hayden Road, Scottsdale, AZ 85255Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.Role Type: Full timeSalary: $100,000 - $115,000 per year + annual bonusActual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Summary:The Business Intelligence Manager will play a critical role in providing business intelligence via data and analytics to support strategic decision-making and enhance the financial performance of the organization. This role involves close collaboration with senior leadership, business unit executives, cross-functional IT partners and other stakeholders to provide insights that support financial planning, budgeting, forecasting, data governance and reporting processes.Responsibilities:

• Lead process improvement projects as prioritized by finance.
• Provide data, analytics, guidance and support to drive decision-making and performance improvement.
• Act as a trusted advisor to the executive team, offering insights into organic growth trends and operational performance.
• Lead the development and implementation of Power BI dashboards for executive leaders and analysts.
• Analyze organic growth performance against key business metrics and provide actionable insights to improve profitability and efficiency.
• Lead the development of future state cloud-based python financial models and scenario analyses.
• Prepare monthly, quarterly, and annual organic growth reports, including variance analysis and key performance indicators (KPIs).
• Develop dashboards and visualizations to communicate organic growth results to senior management and business partners.
• Ensure timely and accurate business metric 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 business intelligence and reporting processes.
• Ensure robust internal controls and adherence to best practices in data management and business intelligence.
• All other duties as assigned.Education Requirements:
  • Bachelor's Degree from accredited university in Accounting, Finance or another related field is required. Master's Degree preferred.Basic Requirements:
    • Minimum of 5 years' experience in FP&A, finance, business analysis role, or hybrid Finance-IT role.
    • Advanced data modeling and analysis skills required.
    • Prior financial services industry experience required (wealth management, investment management, broker-dealer, insurance, banking, specialty finance).
    • 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 is required.
    • Must have acute attention to detail.
    • Experience with Snowflake and Python Coding/ Development.
    • Strong written and verbal communication skills.Preferred Requirements:
      • FINRA licenses.
      • CPA, CFA or CMA designations.
      • Experience with DAX syntax.
      • Experience with Workday Financials.Equal Opportunity EmployerOsaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.EligibilityApplicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.Unqualified ApplicationsOsaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.Recruiting AgenciesOsaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.
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Keywords: Advisor Group, Scottsdale , Finance Manager, Business Intelligence, Executive , Scottsdale, Arizona