Intermediate Financial Analyst - Regulatory Reporting

About the role

Performs accounting, financial reporting, and analysis functions. Responsible for applying financial analysis knowledge and judgment to activities that are moderately complex.

Responsibilities

• Performs professional financial analysis work, which involves extracting financial data from various accounting and information systems, compilation, consolidation, and appropriate analysis of financial data.
• Analyzes financial data and brings issues to the attention of the appropriate person.
• Determines appropriate methodology to prepare information for use by others.
• Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
• Interprets financial transactions and events for users who must make economic or business decisions.
• Identifies, participates, and contributes ideas for success in relation to assigned work, projects, or other process enhancements.
• Develops financial reports/models for forecasting, trending, and results analysis.
• Supports client reporting needs including client performance and compensation.
• Understands the flow of information, financial systems, appropriate reporting tools, and uses that knowledge to troubleshoot problems.
• Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.
• Responsible for adherence to the company's framework of internal controls.

Requirements

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum 3 years of experience, with degree.
• Advanced computer skills.

Preferred Qualifications

• Working knowledge of financial area preferred (for example, investments, insurance products, premium).
• Ability to effectively communicate orally and in writing, handle multiple projects, and maintain a customer service approach.
• Willingness to take on new projects and analytical skills.
• Ability to work effectively individually and within a team; strong organizational and prioritization skills.

Working Conditions

• Hybrid work environment.
• Fast-paced, deadline-driven office setting.
• Occasional travel required.

Pay

The salary for this position generally ranges between $64,000 - $80,000 annually. Actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.

This position is typically eligible for an annual bonus based on the Company Bonus Plan and individual performance, at the Company’s discretion.