Senior Financial Analyst - Expense Allocations (Charlotte, NC (Hybrid) or Remote)

About the role

As a Senior Financial Analyst, you’ll be responsible primarily for expense allocations, statutory expense reporting, and peer review analysis. Additional responsibilities include preparing monthly, quarterly, and annual reports and delivering relevant financial analysis. Interact with various teams within the organization, answering questions and providing information accurately, using sound judgment to make effective decisions.

Responsibilities

• Develop and maintain financial models with multiple inputs from financial systems to calculate expense prorates across legal entities and products.
• Monthly maintenance of prorates, reviewing submitted changes, compiling and loading prorates in SAP, and validating system allocated results.
• Review monthly allocation results for unallocated balances and perform research on identified anomalies.
• Quarterly preparation of statutory expense ratio for actuals and forecasts along with peer analysis utilizing statutory financials to provide a comprehensive view of our performance relative to the industry.
• Prepare financial reports from multiple sources; compile databases and formulate spreadsheets; interpret trends and analyze results.
• Document processes, procedures, and metrics. Identify, implement, and/or strengthen internal controls in existing/new processes.
• Maintain a sound internal control environment in compliance with Sarbanes-Oxley (SOX) surrounding expense allocations.
• Expand or modify existing processes to improve efficiency.
• Special projects and ad-hoc analysis as needed.

Requirements

• Effective business analytical abilities, attention to detail and organizational skills.
• Highly proficient in Excel to perform pivots, index matches, vlookups as required.
• Experience working with SAP, BPC, PaPM and Analysis for Office is preferred, but not required.
• Able to handle multiple tasks and deadlines.
• Excellent verbal, written and interpersonal communication skills.
• Proactive work style.

Qualifications

• 2+ years of related work experience.
• Bachelor's degree, preferably in Finance or Accounting.

Skills

• Proficiency in Excel.
• Experience with SAP, BPC, PaPM and Analysis for Office.

Benefits

• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%), annual company nondiscretionary contribution (3%), and financial counseling services.
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.

Pay

Base salary ranging from $80,000 to $90,000 plus competitive performance-based incentives determined by company and individual results.

Schedule

Flexible work environment offering the option to work remotely or in the office.