Osaic
Financial Analyst II, M&A – Supported Independence Channel
Osaic, Scottsdale, Arizona, us, 85261
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
Benefits include:
health, vision, dental insurance, 401k, vacation and sick time, volunteer days, and more.
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. The role involves close collaboration with business unit executives and 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.
Assist in the production of analysis and recommendations for senior management with respect to strategic opportunities and acquisition business decisions.
Develop and maintain excellent relationships with colleagues across business units and departments to foster a collaborative environment.
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 an 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.
Advanced financial modeling and analysis skills.
Solid knowledge of financial statements, corporate finance and accounting principles.
Knowledge of valuation techniques such as DCF, IRR, MOIC, and Comparable Company Analysis.
Expert proficiency in Excel and PowerPoint.
Strong project management in a fast‑paced, deadline‑oriented environment.
Self‑starter who anticipates challenges and resolves issues proactively.
Comfortable working in 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.
Experience with Workday Financials.
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, 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.
#J-18808-Ljbffr
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
Benefits include:
health, vision, dental insurance, 401k, vacation and sick time, volunteer days, and more.
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. The role involves close collaboration with business unit executives and 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.
Assist in the production of analysis and recommendations for senior management with respect to strategic opportunities and acquisition business decisions.
Develop and maintain excellent relationships with colleagues across business units and departments to foster a collaborative environment.
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 an 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.
Advanced financial modeling and analysis skills.
Solid knowledge of financial statements, corporate finance and accounting principles.
Knowledge of valuation techniques such as DCF, IRR, MOIC, and Comparable Company Analysis.
Expert proficiency in Excel and PowerPoint.
Strong project management in a fast‑paced, deadline‑oriented environment.
Self‑starter who anticipates challenges and resolves issues proactively.
Comfortable working in 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.
Experience with Workday Financials.
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, 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.
#J-18808-Ljbffr