Senior Financial AnalystAccruePartners • Charlotte, NC, United States

Senior Financial Analyst

AccruePartners • Charlotte, NC, United States

20 days ago

Job type

Full-time

Job description

THE TEAM YOU WILL BE JOINING

Newly created team that is a blend of legacy employees and newly hired team to support the go-forward company structure now owned by Private Equity.
Start-up company previously inside a 100- year old financial services giant building the HR / Benefits / Total Rewards function
New entity is $3.5B in sales, global client base with Top 10 status in industry
Ownership mindset in the company- Incentive Equity Program (IEP) aligning long-term awards to the value the company is creating for all employees.

WHAT THEY OFFER YOU

Meritocracy culture that rewards the individual for hard work!

Have you negotiated contracts? Use your experience to create the future of the company!

Can you synthesis data to tell a story to business execs? Exposure galore to set the future state.

C-Suite who is partnered for growth, acquiring more businesses to service their clients nationwide and globally.

Formulate comprehensive long- and short-term strategic plans through in-depth analysis of benefits and claims data, leveraging plan design modeling

WHAT YOU WILL DO

Collaborates and works across the Finance division to ensure integrity of the financials and ensures sound controls and procedures. Supports reporting and analysis for additional constituencies, including Board of Directors, Investor Relations, and various regulatory agencies

Experienced financial professional role that applies in-depth knowledge within own professional discipline and a deeper understanding of concepts and principles of the business to produce relevant financial analysis and reporting

Compiles, reviews, analyzes, and submits timely and accurate monthly reporting related to the Bank's financial performance or strategy. These may include : pro-forma projections for transaction, products, market segmentation strategies or acquisitions; income / expense or cash flow forecasts; regulatory interpretations, variance analysis and explanations for financial statement line items; or summaries, charts and graphs of data to highlight key results. Ensures that source data is reliable, complete and documentation is maintained to support data integrity initiatives. Interpret and summarize results and trends for Senior Leadership

Applies knowledge of best practices derived from experience to solve problems of higher operational or technical complexity by analyzing possible solutions using data analysis, experience, judgement and precedents. Takes a new perspective on existing solutions to propose innovative solutions. Prepares and reviews materials to senior leadership summarizing issues and communicating solutions

Reviews monthly financial close, monthly forecasting and annual financial planning processes for accuracy and reasonableness, including entries for month-end close, forecast updates, and Plan development. Updates and automates retrieval of financial information via the use of simple spreadsheets to more complex databases and reporting templates. Develops and performs testing of economic models as necessary. Maintains necessary documentation of source data, ensuring adequate support of data integrity

Subject matter expert on products, fees, and fee codes, regulatory reporting requirements, business cycles, origination channels and accounting flow for assigned area of responsibility. Maintains working knowledge of generally accepted accounting principles (GAAP), building expertise related to assigned area of responsibility. Deepens understanding of more complex accounting, profitability, regulatory, and business segment nuances, including cost allocation methodology, funds transfer pricing, and vendor contracts

BACKGROUND THAT FITS

Bachelor's degree in Accounting or Finance, or equivalent education and related training

Five years of relevant accounting or finance experience that includes complex financial analysis

Ability to take direction and then work independently to complete tasks while considering broader implications or necessary additional analysis

Ability to build consensus through communication and presentation of factual and relevant information.

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Senior Financial Analyst • Charlotte, NC, United States

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