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Lead Specialist, Financial Analysis - Retirement

Full Time
Finance
United States

Breadcrumb

  1. Vacancies
Serve as a top subject matter expert within the Financial Analysis group performing accounting, financial reporting and analysis functions. Apply financial knowledge and judgment to activities that are diverse and complex to validate the integrity of financial analysis.

Responsibilities:

  • Utilize subject matter expertise to lead or participate in large cross-functional projects.

  • Review and interpret data to determine past performance and/or project financial results for the most complex assignments.  Share information with others and aid in planning of next steps for financial data.

  • Deliver a higher level of financial analysis understanding to aid in solving problems in unique ways across multiple accounting frameworks

  • Develop or enhance financial analysis over key financial performance indicators of the business, leveraging knowledge of data/information flows between the various systems.

  • Collaborate with leaders and management to implement new policies and procedures.

  • Recommend and lead implementation of changes to processes to achieve efficiencies through the use of technology.

  • Analyze financial results with ability to communicate financial messaging of the business with varying levels of management.

  • Develop solid business relationships with all levels of management; partner with senior management to meet business goals.

  • Serve as financial business partner/subject matter expert in creation of cost/benefit analyses for new strategic business initiatives; challenge assumptions to ensure reasonable, plausible outcomes to present to leadership.

  • Act as a process owner, as needed, to ensure top performance in a control environment. 

  • Share subject matter expertise with others in order to promote further development of the department.

Qualifications:

  • Bachelor’s degree in accounting or finance, or equivalent experience

  • Ten years of financial analysis experience, including work in the insurance, financial services or investment management industry

  • Expert knowledge of accounting/finance

  • Analytical and problem solving skills

  • Strategic thinker able to communicate on business/market and legislative issues at a macro level

  • Organizational and prioritization skills, and the ability to make timely decisions using the appropriate information

  • Excellent written/oral communication and presentation skills to provide complex information to diverse audiences

  • Advanced computer skills in MS Office, Excel and financial business systems

Preferred Qualifications:

  • CPA/advanced degree

  • Extensive knowledge of assigned business area (e.g. investments, premiums, IFRS, Statutory Accounting)

Working Conditions:

  • Hybrid (Tuesday – Thursday)

  • Fast paced deadline-driven office environment, occasional travel.

Locations:

  • Cedar Rapids, IA

  • Baltimore, MD

  • Denver, CO

  • Philadelphia, PA

The Salary for this position generally ranges between $127,000 - $151,000 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.

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.

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