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Financial Business Intelligence Analyst

Job in Scottsdale, Maricopa County, Arizona, 85261, USA
Listing for: Advisor Group
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 65000 - 77000 USD Yearly USD 65000.00 77000.00 YEAR
Job Description & How to Apply Below

Overview

Financial Data Analytics
Opportunity in Financial Services

Finance Business Intelligence Analyst 1

Location(s):

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

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

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, Exempt

Salary: $65,000 - $77,000 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.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page:
Careers page:

Summary

We are looking for a data-driven motivated individual to join the Finance Business Intelligence team! Finance Business Intelligence is a central role in driving critical reporting, strategic direction, and evaluating firm wide performance. Finance Business Intelligence has an outsize role within our pre-IPO firm and generally collaborates with almost every corporate function.

Education Requirements

Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.

Responsibilities
  • Reviewing and maintaining existing financial models for MD&A Level Reporting in MS Excel
  • Creating interactive data experiences in visualization tools such as Power

    BI and Tableau
  • Writing, Reviewing, and Maintaining code SQL and Snowflake
  • Monitoring data quality and performance within the Finance team
  • Creating custom data curations for partner teams within the organization to drive strategic goal obtainment
  • Identifying, scoping, and proposing solutions to potential operational opportunities including potential automation when appropriate
Basic Requirements
  • Proficient with Microsoft Office Products such as Excel, PowerPoint and Word
  • Proficient with SQL, Snowflake and PowerBI
  • Able to handle complex, inter-related large data sets and discern insights from them
  • Able to take complex data insights and create simpler action plans, power points, and communication materials
  • Able to partner cross-functionally across broad discipline groups to understand the foundational nature of complex data structures
Preferred Requirements
  • Previous FP&A experience, previous experience in the financial services industry
  • Working knowledge of Sarbanes Oxley, the Dodd-Frank Consumer Protection Act, the 1933 Securities Act, and the 1934 Securities Exchange Act
  • Experience designing database objects and auditing data governance policies

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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