Sr Specialist, Financial Analysis - Hybrid
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. Operates mostly within their own function, but participates in cross-functional initiatives.
Understand and communicate directives from senior management.
Maintain quarterend/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 quarterend Management Powerpoint decks and present the deck in management review meetings.
Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts and Budget.
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
Ability 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
Working Conditions
Hybrid (Tuesday - Thursday)
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.
Disclaimer:
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Official offers are sent via DocuSign following a verbal offer—not through text or email.
This job description is not a contract of employment nor for any specific job responsibilities. The Company may change, add to, remove, or revoke the terms of this job description at its discretion. Managers may assign other duties and responsibilities as needed. In the event an employee or applicant requests or requires an accommodation to perform job functions, the applicable HR Business Partner should be contacted to evaluate the accommodation request.