Financial Analyst

Financial Analyst with a $3+ billion publicly-traded company.
 

Summary

The Financial Analyst will assist management in driving financial performance, providing strategic insights, and supporting decision-making processes across various business units within the organization. The role will also work closely with senior leadership and stakeholders and be responsible for financial analysis, forecasting, budgeting, and identifying opportunities for growth and efficiency improvements.

Responsibilities

• Complete monthly, quarterly, and ad hoc analysis of expense variances relative to prior period and budgeted results.  Determine and document expense variances.  Justify results ensuring proper treatment of accounting and SOX compliance.  Communicate findings to management.
• Facilitate with managers throughout the company on the creation of a detailed income and expense budgets and reforecasts.
• Provide ongoing support to assigned departments on understanding their revenue and expenses and how they emerge in our financial results.
• Ensure transparency of future revenue and expense trends and accurate earnings forecasts.
• Create accounting journal entries related to expense accruals, account reclasses, allocations, and other ad-hoc needs.
• Construct monthly account reconciliations and comply with balance sheet controls established by SOX requirements.
• Assist Manager with company allocation tracking.
• Assist with models and other metrics and KPIs to analyze trends, forecast results, and develop annual budget of various product earnings and KPIs.
• Assist Manager and area VP with ad-hoc analysis and project ROI tracking.
• Assist with the identification, analysis, documentation, and development of continuous improvement initiatives that will streamline processes, enhance business processes, and reduce/eliminate pain points.

Requirements

• Bachelor’s degree or higher in Accounting, Finance, or a related discipline.
• Minimum of 2 – 3 years of experience in financial analysis, budgeting, planning, and general accounting.
• Knowledge of Microsoft Excel and spreadsheet modeling.
• Experience in the financial services and/or insurance industry required.
• Experience with ERP and EPM systems/tools a plus.