Senior Financial Analyst

About the role

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

Responsibilities

• Extracts financial data from various accounting and information systems to perform appropriate analyses.
• Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result.
• Determines appropriate methodology to prepare information for use by others.
• Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions.
• Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending, and results analysis.
• Supports client reporting needs including client performance and compensation.
• Performs client analysis and trend reporting.
• Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
• Participates on project teams or leads project teams.
• May participate in due diligence activities.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Offers leadership and direction to others; may supervise others.
• Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions.
• Performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity, and problem solving with initiative and independent judgment.
• 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 of 5 years of experience, with degree.
• Advanced computer skills.

Preferred Qualifications

• Solid knowledge of accounting/financial area (e.g., investments, insurance products, premium).
• Ability to effectively communicate orally and in writing.
• Ability to handle multiple projects.
• Customer service approach.
• Willingness to take on new projects.
• Analytical skills.
• Ability to work effectively individually and within a team.
• Strong organizational and prioritization skills.

Working Conditions

• Office environment.
• Fast-paced, deadline-driven office setting.
• Occasional travel.

Pay

The salary for this position generally ranges between $80,000.00 and $106,000.00 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.