Sr Specialist, Financial Analysis - Hybrid

About the role

Manage activities of the Annuity Product Financial Reporting for Capital Reporting, including supervisors and/or individual contributors. Adapt department plans to address resource and operational challenges. Operate mostly within their own function, but participate in cross-functional initiatives. Understand and communicate directives from senior management. Maintain quarter-end/yearend calendars to ensure all tasks are completed on time and accurate. Gather information and handle tactical questions for third-party firms; complete or review issue papers and control memos. Identify potential accounting issues/errors and escalate appropriately. Create, submit, and approve journal entries. Prepare quarter-end Management PowerPoint decks and present the deck in management review meetings. Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts, Budget, and Sensitivities. Review, design, and implement process and control improvements for Capital Reporting. Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Responsibilities

• Manage activities of the Annuity Product Financial Reporting for Capital Reporting, including supervisors and/or individual contributors.
• Adapt department plans to address resource and operational challenges.
• Operate mostly within their own function, but participate in cross-functional initiatives.
• Understand and communicate directives from senior management.
• Maintain quarter-end/yearend calendars to ensure all tasks are completed on time and accurate.
• Gather information and handle tactical questions for third-party firms; complete or review issue papers and control memos.
• Identify potential accounting issues/errors and escalate appropriately.
• Create, submit, and approve journal entries.
• Prepare quarter-end Management PowerPoint decks and present the deck in management review meetings.
• Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts, Budget, and Sensitivities.
• Review, design, and implement process and control improvements for Capital Reporting.
• Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

Qualifications

• Bachelor’s degree in accounting or finance, or equivalent experience.
• Eight years of accounting/finance experience including three years of supervisory/management experience.
• Strong people management skills.
• Able to effectively communicate, orally and in writing, to diverse audiences.
• Organizational and prioritization skills.
• Advanced computer skills in MS Office, Excel, and financial business systems.

Preferred Qualifications

• Knowledge of assigned business area (e.g., investments, premiums, corporate finance).
• Oracle Smartview, Power BI experience.
• Skilled at performing in-depth analysis to uncover trends, anomalies, and the underlying causes of financial results.
• A strong sense of ownership with the ability to independently manage multiple priorities, meet deadlines, and drive tasks to successful completion.

Pay

The Salary for this position generally ranges between $108,000 - $130,000 annually. Please note that the salary range is a good faith estimate for this position and 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. Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at the Company’s discretion.

Schedule

Hybrid (Tuesday - Thursday)