What are the responsibilities and job description for the Finance Manager position at Advisor Group?
Current Employees and Contractors Apply Here
Osaic Careers
Corporate Finance Leadership Opportunity in Financial Services
Finance Manager
Location(s) : 18700 N. Hayden Road, Scottsdale, AZ 85255
Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.
Role Type : Full time
Salary : $100,000 - $115,000 per year annual bonus
Actual 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 : https : / / careers.osaic.com / Creative / Benefits
Summary :
The Finance Manager will play a critical role in providing financial insights, supporting strategic decision-making, and enhancing the financial performance of the Advantage Companies, which include a Trust Company, Insurance Broker and an Investment Bank. This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.
Responsibilities :
- 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.
- Prepare and present comprehensive financial models, scenario analyses, and business cases to support strategic initiatives.
- 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 finance function.
- Leverage technology and automation to streamline financial planning and reporting processes.
- Ensure robust internal controls and adherence to best practices in financial management.
- Support long-term strategic model (5 Year Plan)
Education Requirements :
Basic Requirements :
Preferred Requirements :
Current Employees and Contractors Apply Here
Salary : $100,000 - $115,000
