Finance Manager, FP&A – W2 Channel

Finance Manager, FP&A – W2 Channel

Join Osaic as a Finance Manager in the W2 Channel. The role focuses on financial insights, strategic decision‑making, and performance enhancement for our business unit.

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Full time

Salary: $110,000 - $120,000 per year + annual bonus. Actual compensation is determined by location, skills, experience and education.

Benefits include health, vision, dental insurance, 401(k), paid time off, volunteer days, and more. Benefits details

The Finance Manager will play a critical role in providing financial insights, supporting strategic decision‑making, and enhancing the financial performance of the W2 Channel. This role involves close collaboration with senior leadership, business unit executives, and other stakeholders to drive financial planning, budgeting, forecasting, and reporting processes.

• Collaborate with business unit leaders to understand financial needs, challenges, and opportunities.
• Provide financial guidance 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.
• Segment financial performance based on majority and minority deal structures, ensuring clarity in revenue streams, profitability, and cost allocation.
• 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.
• 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 Business Support function.
• Leverage technology and automation to streamline financial planning and reporting processes.
• Ensure robust internal controls and adherence to best practices in financial management.

• Bachelor’s Degree from an accredited university in Accounting, Finance, or a related field is required. Master’s Degree preferred.

• Minimum of 5 years’ experience in FP&A, finance, or business analysis.
• Advanced financial modeling and analysis skills.
• Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline‑oriented environment.
• Expert proficiency in Excel and PowerPoint.
• Experience with financial reporting and general ledger application tools.
• Attention to detail.
• Strong written and verbal communication skills.

• FINRA licenses (Series 7 or SIE).
• CPA, CFA, or CMA designations.
• Prior financial services industry experience.
• Experience with Workday Financials.

Osaic is an equal opportunity employer. We celebrate diversity and hire the most qualified candidates without regard for age, ethnicity, gender, language differences, citizenship status, or disability.

Applicants must have valid work authorization in the United States and must not now or in the future require visa sponsorship.

Osaic only accepts applications from candidates who meet the minimum qualifications stated above.

Osaic only accepts candidates from contracted recruiting firms for approved searches. Fees will not be paid for unsolicited submissions.

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