Financial Business Intelligence Analyst I

Financial Data Analytics Opportunity in Financial Services

Finance Business Intelligence Analyst I

Location(s):

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

Salary: $50,000 – $60,000 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:https://careers.osaic.com/Creative/Benefits.

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:

• Build foundational subject matter expertise in financial and wealth management data under guidance and supervision

• Support strategic initiatives by producing analyses, reports, and dashboards

• Assist stakeholders in understanding business questions and contributing to analytical solutions

• Develop and maintain analytical code and queries using established standards

• Follow data quality, documentation, and control standards

• Present findings clearly with guidance and mentoring

Basic Requirements:

• Strong analytical, quantitative, and problem-solving skills

• Demonstrated curiosity and eagerness to learn

• Knowledge of data analytics software and tools (e.g. Python, R) and data querying languages (e.g. SQL, Snowflake).

• Ability to communicate clearly and collaborate effectively

Preferred Requirements:

• Internship or entry-level experience in analytics, finance, or related fields

• Familiarity with Python, SQL, or BI tools such as Power BI

• Basic understanding of data governance concepts