Sr Financial and Investment Analyst
Vacancy expired!
What's the role? As a Senior Financial and Investment Analyst, you will serve as a high-profile analyst that is a subject matter expert in GAAP and SAP accounting rules, including specifically related to investment assets and pensions. Also serve as a subject matter expert related to NAIC reporting, including annual and quarterly statements and various supplemental filing. You will be responsible for maintaining and enhancing financial and accounting systems to capture transactions and produce financial and management reports. You will work with investment professionals and advisors to achieve corporate investment objective and coordinate the use of third-party reporting systems (e.g. custodians, banks, advisors) to support the performance reporting process. Lastly, you will perform financial benchmarking and analysis, produce management and compliance reports, and assist leadership with accounting research, investment analysis, and projects. Qualifications Required:
- Bachelor's degree in Accounting, Finance, Business or related field
- 4+years experience in positions that require audit, analysis, and reporting of financial results, including specifically investment securities accounting.
- Demonstrated experience preparing, reviewing, or auditing GAAP and Statutory basis financial statements and NAIC investment schedules.
- Experience with researching and documenting support for GAAP and Statutory basis accounting conclusions.
- Demonstrated problem-solving, quantitative and analytical skills, includes ability to recognize inconsistencies, analyze for reasonableness and accuracy, research and make recommendations in a wide variety of changing analytical situations.
- Demonstrated experience in process improvement and managing multiple projects concurrently, ideally related to implementing/ improving systems, processes, and productivity within an accounting/financial related function.
- Strong interpersonal skills with the ability to build relationships of collaboration and trust; experience working with and actively protecting confidential information and data.
- Ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced and often ambiguous environment; effective multi-tasking and prioritization skills are vital.
- Demonstrated ability to communicate effectively, orally and in writing, expressing complex concepts clearly and concisely with multiple peer groups, external investment professionals, and senior levels of management.
- Ability to work independently and cooperatively on teams, maintaining positive relationships with stakeholders.
- Ability to perform, document and guide others through a series of related steps.
- Strong technical acumen, with demonstrated experience in Microsoft Office applications, including specifically Excel (pivots, lookups, conditional list), and the ability to learn new systems quickly.
- Ability to lead work teams without direct authority, including coaching and mentoring, and directing and facilitating work activities.
- Professional Certification (CPA or CFA)
- Health Insurance experience
- Public Accounting experience
Vacancy expired!