Talent.com
Finance Director, Business Intelligence
Finance Director, Business IntelligenceAdvisor Group • Scottsdale, AZ
Finance Director, Business Intelligence

Finance Director, Business Intelligence

Advisor Group • Scottsdale, AZ
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Osaic Careers

Corporate Finance Leadership Opportunity in Financial Services

Finance Director, Business Intelligence

Location(s) :

7755 Third Street North, Oakdale, MN 55128

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

Schedule : Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants must be willing to work this schedule.

Role Type : Full time

Salary : $165,000 - $175,000 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.

Summary :

The Director of Finance, Business Intelligence reports directly to the CFO and will lead our finance data strategy, analytics and business reporting capabilities. This role is responsible for transforming fragmented legacy financial data into analysis that supports strategic decision-making across the firm. As we continue to scale and evolve, we are seeking a visionary and execution-driven leader to drive transformation of our data into actionable business insights. This Finance Director role requires a unique blend of technical data expertise, financial acumen, and project management skills. Grounded in accuracy and transparency, you will collaborate with stakeholders across finance, data strategy, technology, operations and go-to-market to build data-driven insights.

Responsibilities :

  • Collaborate with senior leaders to provide financial insight, metrics and analysis that drive decisions based on data.
  • Develop executive and business dashboards that unify and clean disparate financial data sources.
  • Build scalable, sustainable and repeatable analysis and data sets that provide consistent results and insights.
  • Build intuitive automated reporting that drives insight into business performance by partnering with consumers of data across the business.
  • Support deployment of tools that automate data driven processes in finance and across the business, with a particular focus on go to market and advisor recruiting activities to ensure results transparency, territory management and process efficiency.
  • Close collaboration with data owners to ensure consistency in use and definition of data, contribute to data strategy and own components of data governance aligned with finance data sets.
  • Work closely with Technology to align data architecture and governance with business needs.
  • Lead and develop a team of financial professionals providing mentorship, coaching and fostering a collaborative, high-performance culture.
  • Identify pathway to solve large scale data reporting challenges in collaboration with data teams and technology to ensure ongoing progress to best in class reporting.
  • All other duties as assigned.

    • Education Requirements :

  • Bachelor’s Degree from accredited university in Finance, Business Analytics or another related field is required. Master’s Degree preferred.

    • Basic Requirements :

  • Minimum of 8 years’ experience in FP&A, finance, or business analysis role
  • Minimum of 3 years’ experience managing staff
  • Financial services industry experience (wealth management, investment management, broker-dealer, insurance, securities) required
  • Advanced financial modeling and analysis skills
  • Solid knowledge of financial statements, corporate finance and accounting principles
  • Significant experience with SQL Server and Snowflake
  • Desire to work with an entrepreneurial, “roll-up your sleeves” environment
  • Highly motivated with demonstrated experience managing multiple projects in a fast paced, deadline-oriented work environment
  • Expert proficiency in the use of business applications, particularly Excel, Power BI and PowerPoint
  • Experience with financial reporting and general ledger applications tools
  • Experience performing analysis with large datasets
  • Self-starter who will anticipate challenges and work proactively to resolve issues
  • Ability to work with all levels of management
  • Must have acute attention to detail
  • Strong written and verbal communication skills

    • Preferred Requirements :

  • FINRA licenses
  • CPA, CFA or CMA designations
  • Experience with Python Coding / Development
    • [job_alerts.create_a_job]

    Finance Director Business Intelligence • Scottsdale, AZ

    [internal_linking.similar_jobs]
    Finance Director

    Finance Director

    Keller Executive Search • Phoenix, AZ, US
    [job_card.full_time]
    This is a position within Keller Executive Search and not with one of its clients.As the Finance Director in Phoenix, this senior role is accountable for shaping finance strategy and delivering mea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Special Agent : Accounting / Finance Background

    Special Agent : Accounting / Finance Background

    Federal Bureau of Investigation (FBI) • Phoenix, AZ, United States
    [job_card.full_time]
    Special Agent : Accounting / Finance Background.Special Agent : Accounting / Finance Background.Federal Bureau of Investigation (FBI). Special Agent : Accounting / Finance Background.Be among the first 25 ap...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Category Management Director

    Category Management Director

    Voya Financial • Phoenix, AZ, United States
    [job_card.full_time]
    Voya believes in opportunity for a better financial future.We fight for everyone’s access to opportunities and support individuals and communities in reaching a better future.We are committed to a ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Banking & Capital Markets Tax Director

    Banking & Capital Markets Tax Director

    Phoenix Staffing • Phoenix, AZ, US
    [job_card.full_time]
    Financial Services Tax Director.At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr. Director of Operations Finance

    Sr. Director of Operations Finance

    Cirtec Medical Corp. • Chandler, AZ, US
    [job_card.full_time]
    For over three decades, Cirtec Medical has been a leading outsourcing partner for complex medical devices.We specialize in providing comprehensive solutions for Class II and III devices, from desig...[show_more]
    [last_updated.last_updated_variable_days]
    Director, Business Development- Mid-Market

    Director, Business Development- Mid-Market

    Nuvei • Scottsdale, AZ, US
    [filters.remote]
    [job_card.full_time]
    [filters_job_card.quick_apply]
    The world of payment processing is rapidly evolving, and businesses are looking for loyal and strategic partners, to help them grow. Canadian fintech company accelerating the business of clients aro...[show_more]
    [last_updated.last_updated_variable_days]
    Director

    Director

    vTech Solution • Phoenix, AZ, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    A key aspect of the role involves knowledge transfer to internal teams to foster self-sufficiency in APEX development.Lead the migration of Microsoft Access applications to Oracle APEX, encompassin...[show_more]
    [last_updated.last_updated_1_day]
    BCBA Clinical Director

    BCBA Clinical Director

    Reliatus • Phoenix, AZ, United States
    [job_card.full_time]
    Applied Behavior Analysis (ABA) organizations in finding top talent, is seeking a compassionate and experienced.This leadership role offers an exceptional opportunity to provide clinical oversight,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Business Intelligence Lead HR Data & Analytics

    Vice President, Business Intelligence Lead HR Data & Analytics

    Chase • Tempe, AZ, US
    [job_card.full_time]
    Are you ready to lead the future of workforce analytics? Join our team as a Business Intelligence Leader and help shape data-driven strategies for a global organization. You'll collaborate with HR a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Business Intelligence Lead HR Data & Analytics

    Vice President, Business Intelligence Lead HR Data & Analytics

    JPMorgan Chase • Tempe, AZ, US
    [job_card.full_time]
    Are you ready to lead the future of workforce analytics? Join our team as a Business Intelligence Leader and help shape data-driven strategies for a global organization. You'll collaborate with HR a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Director, Regulatory Intelligence

    Associate Director, Regulatory Intelligence

    Phoenix Staffing • Phoenix, AZ, US
    [job_card.full_time]
    Associate Director Of Regulatory Intelligence.The Associate Director of Regulatory Intelligence leads the collection and dissemination of regulatory intelligence and collaborates with SMEs to inter...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director Of Survey

    Director Of Survey

    Top Talent LLC • Phoenix, AZ, United States
    [job_card.full_time]
    About the job Director Of Survey.Civil Engineering / Land Surveying.We are seeking an experienced, self-motivated.The ideal candidate will be energetic, collaborative, and driven to lead a growing ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Media Director - 180K DOE

    Media Director - 180K DOE

    Trajan Wealth LLC • Scottsdale, AZ, United States
    [job_card.full_time]
    Trajan Wealth is a rapidly growing, fiduciary wealth management and estate planning firm with offices across multiple U.Broadcast media particularly TV and radio is a cornerstone of our growth stra...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Oracle L2R Financial Services Director

    Oracle L2R Financial Services Director

    Phoenix Staffing • Phoenix, AZ, US
    [job_card.full_time]
    Specialty / Competency : Oracle Industry / Sector : FS X-Sector Time Type : Full time Travel Requirements : Up to 60% At PwC, our people in business application consulting specialize in consulting services...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Managing Director, Forensics - Financial Services Resilience Practice Leader

    Managing Director, Forensics - Financial Services Resilience Practice Leader

    BDO USA • Phoenix, AZ, US
    [job_card.full_time]
    Managing Director, Financial Services Operational Resilience.BDO's Resilience practice is a recognized leader in helping organizations anticipate, prepare for, respond to, and recover from disrupti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director of SEC Reporting

    Director of SEC Reporting

    Knowhirematch • Chandler, AZ, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    K to $200K plus 25% bonus and equity.Phoenix, AZ East Valley (Hybrid).We're seeking an accomplished .SEC compliance and technical accounting for our growing, publicly traded retail client.With...[show_more]
    [last_updated.last_updated_variable_days]
    Media Director : Data-Driven Strategy, Onsite in Scottsdale

    Media Director : Data-Driven Strategy, Onsite in Scottsdale

    Trajan Wealth LLC • Scottsdale, AZ, United States
    [job_card.full_time]
    A dynamic wealth management firm is seeking a Media Director to lead media strategy across traditional and digital channels in Scottsdale, AZ. This role requires a leader with a minimum of 10 years ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Clinical Director - ABA - BCBA-Board Certified Behavior Analyst - $20K Sign On!

    Clinical Director - ABA - BCBA-Board Certified Behavior Analyst - $20K Sign On!

    i4 Search Group • Phoenix, AZ, United States
    [job_card.full_time] +1
    Applied Behavior Analysis (ABA).Phoenix & Tucson, AZ (Oversight of 6 Centers).We are seeking an experienced and mission-driven. ABA treatment locations in Phoenix and Tucson.This role is responsible...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]