Senior Financial Analyst

3 weeks ago

Beverly, United States Planet Professional Full time

Job Title: Senior Finance Associate

Company info: Global, publicly held financial services/investment firm


Location: Beverly, MA

Hybrid schedule: 3 days a week in the office, 2 days remote per week


Pluses:

Public Accounting

Investment/financial service industry experience

Analysis experience

CPA


Info on job:

Role is responsible for a mix of accounting, reporting and analysis. Will be a well-rounded role that will get involved in both accounting/reporting of financial results and will also be responsible for forecasting, trend analysis and special projects which includes acquisitions, divestitures and financial modeling.


Job Description:

The Senior Finance Associate is a liaison between Finance and its investments in Affiliates. The primary function consists of maintaining oversight of the financial aspects of our investments through peer relationships with the Affiliates Controllers or CFOs.


Core Responsibilities:

Relationship Management with Affiliate CFOs and Controllers:

• Develop working relationship with finance personnel within a group of existing Affiliates

• Facilitate communication to understand Affiliate forecasted and reported results

• Implement reporting process with new Affiliates Analysis of Affiliate financial reporting to holding company:

• Prepare Affiliate financial results for consolidation with other Affiliates and corporate entities

•Review calculations of profit allocations

• Identify and analyze Affiliate reporting for trends, discrepancies and fluctuations • Work with forecasting personnel at holding company to project operating results • Support public financial disclosure as necessary

• Participate in special projects, including acquisitions, divestitures, and reorganizations and other projects

• Lead initiatives, including model building and refining, forecasting, and other in-depth analyses

• Ad-hoc analysis and reporting to all levels of management Skills and Attributes: • Highly motivated, able to work in a fast-paced environment both independently and as part of a team

• A team player with strong interpersonal skills, have a positive attitude and be detail-oriented

• Strong analytical, problem solving and critical thinking skills are crucial

• Excellent verbal and written communication skills

• Excellent organizational skills to perform in a fast-paced and fluid environment

• Ability to handle several tasks simultaneously and re-prioritize as necessary will help to ensure success


Qualifications and Experience:

• Asset management industry background is a plus • Bachelor’s degree in accounting • 1-4 years of financial or accounting experience

• Industry background and/or CPA or working towards CPA preferred


Benefits: Robust and competitive benefits package, including comprehensive health and dental plans, 401(k) employer match and profit-sharing, professional development program, employee referral program, annual philanthropic gift-matching, and hybrid work schedule.

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