Financial Analyst II
Core
Supporting Osaic's Corporate Finance functions including financial analysis, recruiting economics, retention economics, and long-range planning.
Role type
Financial Analyst
Builds
Financial models, analytics reports, and strategic business recommendations
Domain
Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Financial modeling, data analysis, MS Excel, MS PowerPoint, MS SQL Server, MS Power BI, Salesforce, business decision support
Preferred skills
Financial services industry experience
Responsibilities
Develop and maintain financial models for business development, assess financial performance of business opportunities, create reporting on Advisor loan programs, monitor Advisor terminations, answer inquiries regarding profitability and transactions, assist on special projects for senior management
Seniority
Mid-level (3-5 years experience)