Senior Financial Analyst

Senior Financial Analyst at AccruePartners 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 synthesize 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. Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Finance and Sales Industries Staffing and Recruiting Location: Charlotte, NC Salary: $70,000.00 - $90,000.00 #J-18808-Ljbffr