Financial Analyst II, Central FP&A

Osaic

. Develop, maintain, and enhance driver-based financial models supporting the company’s revenue streams and enterprise forecasting processes .

Posted 11/5/2026full-timeUnited StatesMid-LevelSenior💰 $70,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling and analysis, with a strong foundation in financial statements and corporate finance principles. Proficient in developing revenue analytics and forecasting processes while effectively communicating insights to stakeholders.

Highest-signal resume keywords

Financial ModelingFP&A ExperienceData AnalysisMS Excel ProficiencyFinancial Tools Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisRevenue ForecastingBudgetingScenario AnalysisFinancial Reporting

Soft Skills

Strong Communication SkillsTeam PlayerProactive Problem SolvingAdaptabilityCustomer Service Mentality

Tools & Technologies

MS OfficeExcelPowerPointAdaptive PlanningWorkday Financials

Industry Keywords

Financial ServicesWealth ManagementInvestment ManagementBroker-DealerBanking

About the role

Key responsibilities & impact

Develop, maintain, and enhance driver-based financial models supporting the company’s revenue streams and enterprise forecasting processes
Support forecasts, annual budgets, and long-range planning by evaluating key revenue drivers, developing financial projections, and clearly documenting assumptions
Analyze actual results versus forecast, budget, and prior periods; identify underlying business drivers and communicate key trends, risks, and opportunities
Work with large and complex data sets to develop revenue analytics, improve forecast accuracy, and support business decisions
Prepare recurring revenue reporting, dashboards, and management-ready analyses for Corporate FP&A, business leaders, and executive stakeholders
Partner with business units, Accounting, and other Finance teams to validate revenue inputs, reconcile results, and ensure forecasting assumptions reflect current business activity
Perform scenario and sensitivity analyses to quantify the potential financial impact of changes
Support moderate to complex special projects by producing financial analysis and recommendations
Identify opportunities to standardize reporting, strengthen controls, improve data quality, and streamline revenue forecasting and analysis processes
Perform all other duties as assigned

Requirements

What you’ll need

Bachelor’s Degree from an accredited university in business, finance, accounting, economics, or related field required
Minimum of 3–5-years’ experience in FP&A, finance, or business analysis role
Solid financial and business management foundation
Financial modeling and analysis skills required
Knowledge of financial statements, corporate finance and accounting principles required
Proficiency in MS Office products, particularly Excel and PowerPoint
Able to adapt to new technologies and contribute to continuous process improvement
Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
Self-starter who will anticipate challenges and work proactively to resolve issues
Comfortable working within an entrepreneurial, “roll-up your sleeves” environment
Strong written and verbal communication skills
Team player with a customer service mentality
Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Experience with financial tools (Adaptive Planning and Workday Financials) a plus

Benefits

Comp & perks

Annual performance-based bonus
Health insurance
Vision insurance
Dental insurance
401k
Vacation time
Sick time
Volunteer days