Financial Analyst II, M&A - Supported Independence Channel

Corporate Finance Opportunity in Financial Services

Financial Analyst II, M&A - Supported Independence W2 Channel

Location(s): 18700 N. Hayden Road, Scottsdale, AZ 85255

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office.

Role Type: Full time

Salary: $75,000 - $85,000 per year + annual bonus

• Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
• Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

The Financial Analyst II will play a critical role in providing financial insights for potential acquisitions primarily within the organization's Supported Independence W2 Employee Channel. This Financial Analyst role involves close collaboration with business unit executives, and other stakeholders to drive strategic deal sourcing and evaluation, end-to-end due diligence, and deal structuring and execution.

Responsibilities:

• Coordinate and lead end-to-end due diligence efforts across financial, operational, legal, and compliance functions while managing multiple workstreams and timelines.
• Develop and maintain acquisition models for various transaction types such as full acquisitions, partial equity investments, earn-outs, and succession-based transitions.
• Conduct post-mortem analysis to assess financial performance against key business metrics and provide actionable insights to improve profitability and efficiency.
• Ensure clean hand-off to the finance integration team to ensure smooth transition post-close.
• Assess the financial and economic performance of various business opportunities through detailed understanding of revenue and cost drivers.
• Assists in the production of analysis and recommendations for senior management with respect to strategic opportunities and acquisition business decisions.
• Develops and maintains excellent relationships with colleagues across business units / departments to foster an effective cross functional working environment and collaborative spirit.
• Determine the best approach to analyzing and synthesizing data and work independently to solve complex problems.
• All other duties as assigned.

Education Requirements:

• Bachelor's Degree from accredited university in Accounting, Finance or another related field is required. Master's Degree preferred.

Basic Requirements:

• Minimum of 3 - 5 years' experience in M&A, revenue management, finance or business analysis role
• Advanced financial modeling and analysis skills required
• Solid knowledge of financial statements, corporate finance and accounting principles required
• Knowledge of valuation techniques such as Discounted Cash Flow (DCF), Internal Rate of Return (IRR), Multiple on Invested Capital (MOIC), and Comparable Company Analysis
• Expert proficiency in the use of business applications, particularly Excel and PowerPoint
• 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

Preferred Requirements:

• FINRA licenses (Series 7 or SIE)
• CPA, CFA or CMA designations
• Prior financial services industry experience (wealth management, investment management, broker-dealer, insurance, securities, specialty finance)
• Experience with Workday Financials