Financial Analyst - Phoenix, United States - The Mosaic Company

Description

Finance Opportunity in Financial Services

Financial Analyst

Role Type:
Full Time (Hybrid/Remote)

Location(s):

7755 3rd Street North, Oakdale, MN 55128

20 E Thomas Rd #2000, Phoenix, AZ 85012

Summary

We are looking for a driven and highly motivated Financial Analyst to join our Corporate Financial Planning & Analysis team.

The Financial Analyst will play a critical role in revenue management reporting, budgeting, and various analytical efforts within the group while developing and managing relationships with key leaders / stakeholders within various business units.

Responsibilities

Develops, improves, and maintains financial models of our cash sweep, strategic partner and advisor fee revenue streams as part of the company's monthly financial reporting, annual budgeting, and periodic forecasting processes
Supports internal finance team with month end close, financial reporting, and planning & budgeting
Monitors performance of assigned cash sweep, strategic partner and advisor fee revenue areas and prepares quarterly reports for senior management
Assists in product reporting and sales data consolidation for strategic partner business partners
Assists with aggregation and completion of quarterly and annual competitor analysis
Ability to work independently or collaboratively to solve complex problems
Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit
All other duties as assigned

Education Requirements

Bachelor's degree in business, finance, economics, accounting, or related field required
Master's degree in business, finance, economics, accounting, or related field a plus

Basic Requirements

Proficiency in MS Office products, particularly Excel and PowerPoint
Intermediate to advanced financial modeling and analysis skills required
Knowledge of financial statements, corporate finance and accounting principles required
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
Attention to detail and effective organizational skills
Solid financial and business management foundation
Comfortable working within an entrepreneurial, "roll-up your sleeves" environment
Strong written and verbal communication skills
Team player with a customer service mentality

Preferred Requirements

Prior financial services industry experience preferred (wealth management, investment management, broker-dealer, insurance, banking, specialty finance)
Experience with financial tools (Power BI, Adaptive Planning and Workday Financials) a plus

Equal Opportunity Employer

Osaic 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.

Eligibility

Applicants 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 Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic 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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