VP, Financial Planning & Analysis

VP, Financial Planning & Analysis Oakdale, MN Job Details Full-time $220,000 - $250,000 a year 17 hours ago Benefits Health insurance Dental insurance 401(k) Vision insurance Qualifications Business financial process improvement Finance advising Master's degree in accounting Financial forecasting Financial planning software Master's degree in business administration Managerial strategic planning Strategic management Economics CPA Financial model construction Variance analysis Presentation software Financial model development Automation Bachelor's degree in finance Competitive analysis Process improvement 11+ years Bachelor's degree in economics Financial management report preparation ROI Bachelor's degree in business administration Finance Change management Data quality management Team development Key Performance Indicators Analysis skills Managing budgets in a finance role Mergers and acquisitions analysis Bachelor's degree Financial concepts Master's degree in finance Accounting and finance experience Financial services Business Administration Bachelor's degree in accounting Senior level Cross-functional collaboration Business Post-merger integration Master of Business Administration Chartered Financial Analyst Cross-functional team management Leadership Accounting Communication skills Cross-functional communication Strategic planning Senior leadership Excel data analysis

Full Job Description Location:

7755 3rd Street North Oakdale, MN 18700 N. Hayden Rd Scottsdale, AZ Req.

Number:

R0004920

Finance Opportunity in Financial Services VP, Financial Planning & Analysis Location(s):

Scottsdale:

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

Oakdale:

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

$220,000 - $250,000 per year + annual performance-based 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: https://careers.osaic.com/Creative/Benefits.

Summary:

Osaic is seeking an accomplished and forward-thinking Vice President of Financial Planning & Analysis (FP&A) to lead our enterprise-wide financial strategy, performance analytics, and forecasting processes. This executive will serve as a trusted advisor to the CFO and Executive Leadership Team, driving financial insight, operational efficiency, and long‑range planning to support Osaic's continued growth and transformation. This is a high‑impact leadership role ideal for a strategic finance leader who thrives in a dynamic environment, excels in influencing senior executives, and is passionate about building scalable financial processes that support a multi‑business, national organization.

Education Requirements:

Master's Degree in Finance, Accounting, Business Administration, Economics, or related field preferred, Bachelor's Degree from accredited university in Finance, Accounting, Business Administration, Economics, or related field required.

Responsibilities:

Lead Osaic's enterprise financial planning processes including annual budgeting, quarterly forecasting, long‑range planning, and scenario modeling. Serve as the primary financial strategist partnering with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis. Oversee monthly and quarterly enterprise financial reporting, providing meaningful insights, variance analyses, and recommendations to executive leadership and the Board. Lead a high-performing FP&A organization, building capabilities, developing talent, and ensuring strong analytical rigor across the team. Craft external communications and narratives for investors and rating agencies. Drive financial governance, forecast accuracy, and continuous process improvement across planning systems, data quality, and reporting frameworks. Partner cross-functionally with Accounting, Corporate Development, IT, HR, and business-unit leaders to align financial plans with operational strategy. Support M&A evaluation, integration modeling, synergy tracking, and ongoing assessment of ROI for strategic investments. Implement automation, analytical tools, and best‑practice methodologies to scale financial insights and improve enterprise visibility. Serve as a strategic advisor to senior leaders, translating complex financial data into actionable, business-oriented guidance. Experience with change management scalable processes with Enterprise.

Basic Requirements:

12+ years of progressive finance experience, with at least 5 years leading FP&A teams or equivalent senior finance function. Demonstrated executive presence and ability to influence C‑suite stakeholders. Deep expertise in budgeting, forecasting, financial modeling, and strategic planning. Strong understanding of unit economics, KPIs, and financial performance drivers. Proven experience leading cross-functional initiatives in a complex, multi-entity environment. Advanced proficiency with Excel, financial modeling tools, and executive presentation development (PowerPoint). Strong leadership capability with experience developing high-performing teams. Excellent communication skills, with the ability to simplify complex financial concepts for senior leaders.

Preferred Requirements:

Prior experience in financial services, wealth management, or broker-dealer environments. Experience supporting M&A modeling, integration, and synergy realization. Familiarity with financial systems such as Adaptive Insights, Anaplan, or Workday Adaptive Planning. Strong background in delivering process automation or analytical technology implementations. MBA or relevant advanced certification (CFA, CPA) preferred. 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.