Job Description
Osaic Careers
Finance Opportunity in Financial Services
Finance Operations Manager
Location(s):
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Osaic is not considering remote candidates at this time.
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.
Role Type: Full-time
Salary: $120-000 - 140,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Summary:
We are seeking a strategic and results-driven Finance Manager of Operations to join our dynamic team at Osaic. In this role, you will have the opportunity to influence key financial decisions, optimize operational processes, and drive efficiency across the organization. You’ll work closely with senior leadership to provide actionable insights, manage budgets, and ensure compliance with financial standards. If you are passionate about leveraging data to improve business performance and thrive in a fast-paced environment, this is an excellent opportunity to make a meaningful impact.
Education Requirements:
Master’s degree in finance, Business Management, Business Intelligence preferred, bachelor’s degree from accredited university in Finance, Business Management, Business Intelligence.
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
Basic Requirements:
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 Requirements:
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
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