Sr. Financial Analyst (Investment Accounting) - PN: 20076570

About the role

BWC’s core hours of operation are Monday-Friday from 8:00am to 5:00pm, however, daily start/end times may vary based on operational need across BWC departments.

Responsibilities

• Evaluates and coordinates outside investment manager trade communication with the custodial bank and master record keeper.
• Reviews daily investment manager bank reconciliations to ensure accuracy and timeliness and works with outside parties to resolve reconciling items.
• Designs and prepares ad hoc financial investment accounting reports and conducts special projects.
• Maintains compliance with BWC’s Investment Policy and the contract the investment manager was hired to manage.
• Maintains professional working relationships, adheres to defined production schedules, utilizes strong critical thinking skills to manage time efficiently, prioritize tasks, resolve issues, and develop well-supported conclusions.

Requirements

• 42 months of experience or 42 months target in accounting &/or finance to include an advanced level of experience in spreadsheet software.
• Completion of an undergraduate core program in business administration, accounting, finance or related field; 18 months of experience or 18 months target in accounting &/or finance to include an advanced level of experience in spreadsheet software.
• Completion of a graduate core program in business administration, accounting, finance or related field; 6 months of experience or 6 months target in accounting &/or finance to include an advanced level of experience in spreadsheet software.
• 12 months of experience as Financial Analyst, 66562.
• Equivalent of Minimum Class Qualifications for Employment noted above.

Qualifications

• Successful completion of the Fiscal Academy may be substituted for 4 months of required accounting/fiscal experience referenced in this portion of the minimum qualifications.

Job Skills

• Knowledge of BWC policies & procedures*
• Knowledge of cost & financial accounting*
• Knowledge of applicable state &/or federal laws, rules, procedures & standards governing fiscal accounting & budgetary operations*
• Knowledge of BWC Financial Reporting policies & procedures*
• Knowledge of investment accounting &/or finance (e.g., Principles of Accounting, Managerial Accounting, Finance, Auditing, Governmental Accounting)
• Knowledge of compliance requirements for investment portfolios, asset classes & individual manager portfolios*
• Knowledge of trade communications
• Knowledge of accounting information systems*
• Knowledge of investment information available from the master record keeper (BNY Mellon) & custodial bank
• Knowledge of performance calculations in compliance with Global Investment Performance Standards
• Skills in use of calculator, use of personal computer & peripheral equipment (e.g., printer, keyboard), use of MS Office Software (e.g., Word, Access, Outlook), use of MS Excel
• Skills in communicating, both verbally & in writing to various levels within the organization
• Ability to read, interpret & analyze technical financial materials, recommend any accounting & reporting changes as needed & as required*, deal with complex & technical fiscal variables*, gather, collate, classify information about data, coordinate reconciliation between financial parties & maintain professional verbal & written communications with bank, master record keeper, & outside investment managers, prepare complex financial accounting reports*, prepare &/or edit technical fiscal material*, prepare meaningful, accurate & concise reports to include accurate recommendations, use proper research methods to gather data

Benefits

Commensurate with experience.

Pay

$31.47 - $46.08

Schedule

Full-time

Work Hours

40

Agency Overview

A Little About Us: With roughly 1,500 employees in seven offices across Ohio, BWC is the state agency that cares for Ohio workers by promoting a culture of safety at work and at home and ensuring quality medical and pharmacy care is provided to injured workers. For Ohio employers, we provide insurance policies to cover workplace injuries and safety and wellness services to prevent injuries. Our Culture BWC is a dynamic organization that offers career opportunities across many different disciplines. BWC strives to maintain an inclusive workplace. We begin by being an equal opportunity employer. Employees can participate in and lead employee work groups, participate in on-line forums and learn about how different perspectives can improve leadership skills. Our Vision To transform BWC into an agile organization driven by customer success. Our Mission To deliver consistently excellent experiences for each BWC customer every day. Our Core Values One Agency, Personal Connection, Innovative Leadership, Relentless Excellence.

Contact Information

Agency Contact Name and Information: Matthew Palte- HCM Sr. Analyst: Matthew.P.2@bwc.ohio.gov

Unposting Date

Jul 12, 2026, 11:59:00 PM