Role Overview
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.
What You Will Do
Lead Osaic’s enterprise financial planning processes, serve as the primary financial strategist, oversee monthly and quarterly enterprise financial reporting, and lead a high-performing FP&A organization.
Why It Might Be a Fit
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.
Requirements
- 12+ years of progressive finance experience
- 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
Benefits
- health insurance
- vision insurance
- dental insurance
- 401k
- paid time away
- volunteer days
To apply for this job please visit advisorgroup.wd1.myworkdayjobs.com.

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