Financial Reporting Analyst

About the role

Gathers data and prepares documents required by government and regulatory agencies (NAIC, Federal Reserve, FINRA) for external financial reporting.

Uses a formal process for appropriate data gathering, consolidation and analysis of financial data relative to the preparation of required regulatory filings, including but not limited to quarterly statements, annual statements, and state filings.

Prepares cash flow statements, supplemental schedules, statement disclosures, and audit report disclosures.

Ensures data integrity and proper accounting and works with auditors who support the review and audit of regulatory filings.

Gathers and interprets reference material concerning new and existing technical accounting literature to ensure compliance.

Responsibilities

• Completes timely and accurate internal and external financial statements and related schedules for reporting entities.
• Develops and maintains queries and worksheets to support the preparation of financial statements, reports, and analysis.
• Implements changes necessary to comply with regulatory requirements and stays abreast of changes in accounting guidance, trends, techniques, and procedures.
• Covers accounting matters with other departments and divisions.
• Completes timely and accurate state filings.

Requirements

• Typically requires 4+ years of relevant experience or a combination of related experience, education and training.
• Accounting degree and/or CPA designation.
• Able to use technology to enhance and streamline existing business processes and drive efficiencies.
• Self-motivated with strong critical-thinking skills and keen attention to detail.
• Able to work independently to guarantee the accurate and timely completion of tasks.
• Strong Microsoft Excel skills including use of pivot tables and complex formulas.
• Prior knowledge of Workday is preferred, but not required.

Qualifications

• Typically requires 4+ years of relevant experience or a combination of related experience, education and training.
• Accounting degree and/or CPA designation.

Skills

• Microsoft Excel skills including use of pivot tables and complex formulas.
• Prior knowledge of Workday is preferred, but not required.

Benefits

• In addition to base salary, this position is eligible for a Short-Term Incentive plan.

Pay

Base Pay Range: $64,800-$89,100

Schedule

Not specified