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Finance Business Intelligence Analyst I

Remote, USA Full-time Posted 2026-06-20

Osaic is a financial services firm seeking a Finance Business Intelligence Analyst I to join their team. The role involves driving critical reporting, strategic direction, and evaluating firm-wide performance through data analytics and collaboration with various corporate functions.

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

Skills

  • 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
  • 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
  • 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

Benefits

  • Health
  • Vision
  • Dental insurance
  • 401k
  • Paid time away
  • Volunteer days
  • Much more

Company Overview

  • Osaic provides the support, resources, and community designed for the future of wealth management. It was founded in 2016, and is headquartered in Phoenix, Arizona, USA, with a workforce of 1001-5000 employees. Its website is https://osaic.com/.
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