Jobs in La Vista Ne

Senior Financial Analyst

From $61/yr

Senior Financial Analyst Multiple Locations: * La Vista, NE * Scottsdale, AZ * Oakdale, MN * Atlanta, GA * St Petersburg, FL Pay: $61.00 - $66.00 26-05735 Job Summary The Senior Financial Analyst is responsible for delivering financial analysis, forecasting, reporting, and strategic insights that support business performance and decision-making. This role partners closely with finance leadership and cross-functional stakeholders to evaluate financial results, identify trends, develop forecasts, and support strategic initiatives. The ideal candidate possesses strong financial planning and modeling expertise, advanced analytical capabilities, exceptional communication skills, and the ability to translate complex financial data into actionable business insights. Job Responsibilities * Support and lead annual budgeting, quarterly forecasting, and long-range planning processes. * Develop, maintain, and enhance financial models for revenue, expenses, profitability, and key business drivers. * Analyze financial results, identify variances, and provide recommendations to improve performance. * Prepare recurring and ad hoc financial reports, dashboards, and executive summaries. * Partner with business leaders to support operational and strategic decision-making. * Provide insights on cost management, revenue optimization, and operational efficiency initiatives. * Support resource planning, investment analysis, and cost optimization efforts. * Translate financial data into meaningful business insights for both financial and non-financial stakeholders. * Conduct scenario planning, sensitivity analysis, and business case evaluations for key initiatives. * Support strategic projects, including new product launches, pricing initiatives, and process improvement efforts. * Evaluate financial outcomes against forecasts and business objectives. * Assist with long-term strategic planning and financial outlook development. * Produce accurate and timely financial reporting packages. * Ensure data integrity and consistency across financial systems, reports, and forecasts. * Improve reporting processes and identify opportunities for automation and efficiency. * Utilize financial systems and data visualization tools to enhance reporting and analytical capabilities. * Partner with Accounting to ensure alignment between actual results, forecasts, and financial plans. * Support the implementation of new financial tools, reporting solutions, and best practices. Job Requirements * Bachelor's degree in Business, Finance, Accounting, Economics, or a related field. * Minimum of 5 years of experience in financial planning and analysis, financial analysis, corporate finance, or a related field. * Strong financial planning, forecasting, and financial modeling expertise. * Advanced Microsoft Excel proficiency, including complex formulas, forecasting models, pivot tables, and financial analysis. * Strong analytical and problem-solving skills. * Excellent verbal, written, and executive communication skills. * Ability to synthesize complex financial information into actionable business recommendations. * Experience working with financial planning and reporting tools. * Experience using Workday, Adaptive Planning, Power BI, or similar financial systems. * Ability to manage multiple priorities in a fast-paced, deadline-driven environment. * Strong attention to detail and commitment to accuracy. * Financial services industry experience preferred. Education * Bachelor's degree in Business, Finance, Accounting, Economics, or a related field required. * MBA, CFA, CPA, or progress toward a professional certification preferred. Work Experience * 4–7+ years of experience in FP\&A, financial analysis, corporate finance, or a related discipline. * Experience supporting business units, operational leaders, or revenue-generating functions preferred. * Experience developing financial models, forecasts, budgets, and executive-level reporting. * Experience with financial systems such as Workday, Adaptive Planning, SAP, Oracle, Hyperion, Anaplan, or similar platforms preferred. * Experience with Power BI, Tableau, or other data visualization tools preferred. * Financial services industry experience preferred.

Osaic Institutions AML CIU Analyst

Anti-Money Laundering Compliance Opportunity in Financial Services Osaic Institutions AML CIU Analyst Preferred Location(s): 538 Preston Avenue, Suite 2, Meriden 06450. CT Other Location(s) considered: Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 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: $70,000 - $80,000 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: Osaic Benefits. Summary: We are looking for a candidate with strong analytical and attention to detail skills who will be responsible for working on the customer onboarding validation and review process, including analysis, documentation collection and verification, pertinent to individual and entity-based client relationships. Duties will also include but are not limited to; screening and reviewing clients for relevant Know Your Client (“KYC”) Customer Identification Program (“CIP”)/ Customer Due Diligence rule (“CDD”) and Enhanced Due Diligence (“EDD”, requirements. The analyst will interact with colleagues at various levels throughout the Firm, advisors and supervisors in the field, and with our clearing firms. Education Requirements: Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: Conduct CIP screening and verification utilizing relevant systems Conduct adverse media client screening Review and escalation of various matters notified and escalated to the AML Group, by various facets of the business, with respect to the due diligence process. Perform Client Due Diligence testing and review utilizing internal and third-party research tools. Perform Enhanced Due Diligence for High-Risk clients utilizing internal and third-party research tools. Metrics gathering and escalation. Work with advisors and supervisors to gather information and documentation required to resolve matters. Work with financial advisors and supervisors to gather relevant information and documentation required to resolve matters. Identify and escalate matters containing potentially suspicious activity, Firm policy violations, or issues that may pose a higher risk to the Firm in a timely manner. Maintain a high level of confidentiality in all dealings with internal and external stakeholders. Maintain currency in laws and regulations concerning anti-money laundering violations. Basic Requirements: 1 – 3 years of securities industry experience 1 – 3 years conducting CIU type activities Strong verbal and written communication skills are required A solid and considerate approach when dealing with business partners General compliance knowledge - must have extensive knowledge of FINRA, SEC, and Firm-specific rules and regulations Proficiency in MS Office applications (Word, Excel, Access) Strong organizational skills and the ability to work within strict timeframes Ability to interpret FINRA manual, FINRA Notices to Members, Compliance notices, and other publications concerning broker/dealer regulation, and internal policies and procedures Knowledge of the retail brokerage business, fee-based advisory business, and common investment products including, but not limited to, mutual funds, variable annuities, alternative investments, stocks, and bonds Preferred Requirements: CAMS or equivalent (CFCS) FINRA Series 7 is a plus * CFE Certification is a plus 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.

Osaic Institutions AML CIU Analyst

Anti-Money Laundering Compliance Opportunity in Financial Services Osaic Institutions AML CIU Analyst Preferred Location(s): 538 Preston Avenue, Suite 2, Meriden 06450. CT Other Location(s) considered: Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale, MN 55128 Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255 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: $70,000 - $80,000 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: Osaic Benefits. Summary: We are looking for a candidate with strong analytical and attention to detail skills who will be responsible for working on the customer onboarding validation and review process, including analysis, documentation collection and verification, pertinent to individual and entity-based client relationships. Duties will also include but are not limited to; screening and reviewing clients for relevant Know Your Client (“KYC”) Customer Identification Program (“CIP”)/ Customer Due Diligence rule (“CDD”) and Enhanced Due Diligence (“EDD”, requirements. The analyst will interact with colleagues at various levels throughout the Firm, advisors and supervisors in the field, and with our clearing firms. Education Requirements: Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required. Responsibilities: Conduct CIP screening and verification utilizing relevant systems Conduct adverse media client screening Review and escalation of various matters notified and escalated to the AML Group, by various facets of the business, with respect to the due diligence process. Perform Client Due Diligence testing and review utilizing internal and third-party research tools. Perform Enhanced Due Diligence for High-Risk clients utilizing internal and third-party research tools. Metrics gathering and escalation. Work with advisors and supervisors to gather information and documentation required to resolve matters. Work with financial advisors and supervisors to gather relevant information and documentation required to resolve matters. Identify and escalate matters containing potentially suspicious activity, Firm policy violations, or issues that may pose a higher risk to the Firm in a timely manner. Maintain a high level of confidentiality in all dealings with internal and external stakeholders. Maintain currency in laws and regulations concerning anti-money laundering violations. Basic Requirements: 1 – 3 years of securities industry experience 1 – 3 years conducting CIU type activities Strong verbal and written communication skills are required A solid and considerate approach when dealing with business partners General compliance knowledge - must have extensive knowledge of FINRA, SEC, and Firm-specific rules and regulations Proficiency in MS Office applications (Word, Excel, Access) Strong organizational skills and the ability to work within strict timeframes Ability to interpret FINRA manual, FINRA Notices to Members, Compliance notices, and other publications concerning broker/dealer regulation, and internal policies and procedures Knowledge of the retail brokerage business, fee-based advisory business, and common investment products including, but not limited to, mutual funds, variable annuities, alternative investments, stocks, and bonds Preferred Requirements: CAMS or equivalent (CFCS) FINRA Series 7 is a plus * CFE Certification is a plus 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.