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Senior Financial Analyst

2 months ago

Battle Ground, Washington, United States NAIFA-Indiana Full time

JOB DESCRIPTION

Position title:
Senior Financial Analyst

Functional area:
Accounting and Finance

Reports to:
Chief Financial Officer; Managing Partner

Salary:
Competitive Annual Salary

Employment Status:
Full time

Join our team

At NAIFA-Indiana, we are dedicated to supporting financial professionals in achieving their objectives. We are currently seeking a talented Senior Financial Analyst to contribute to our mission of providing exceptional service to our clients.


As a key member of our finance team, you will play a crucial role in delivering insightful financial analysis and fostering strong relationships with our clients.

Our team values Transparency, Professionalism, Dependability, and Continuous Improvement.


POSITION OBJECTIVE
The primary responsibility of the Senior Financial Analyst is to enhance the organization's capacity for growth and efficiency.

This role involves establishing connections with new clients and nurturing existing relationships while adhering to budgetary and workflow expectations.

A successful candidate will demonstrate a keen analytical mindset to uncover opportunities for client development.


Position Specification

Qualifications:
Bachelor's degree in Finance, Accounting, or a related field. Relevant professional certification such as CFA or CPA is preferred. Additional qualifications in management or business analytics are advantageous.


Knowledge, Skills & Experience (Essential): Proven experience in financial analysis, comprehensive understanding of accounting principles, proficiency in financial software, strong integrity, and excellent communication skills. Demonstrated ability to manage multiple priorities and meet deadlines, experience reporting to senior management, innovative thinking, and exceptional organizational capabilities.


Knowledge, Skills & Experience (Desirable): Familiarity with GAAP and tax regulations, particularly in the financial services sector, experience in budget oversight, and a commitment to ongoing professional development.


COMPETENCIES REQUIRED

Communication:

Strong communication and client service skills, openness to feedback, and a commitment to transparency.


Teamwork:

Ability to collaborate effectively, support colleagues, and prioritize team success.


Problem solving:
Proactive, positive attitude, ownership of tasks, and decision-making capabilities.

Self-Management:

Ability to work independently, make informed decisions, and take responsibility for outcomes.


Planning and organizing:
Strong time management and organizational skills, with the ability to handle multiple tasks simultaneously.

Technology:

Proficiency in financial software and Microsoft Office Suite, with the ability to quickly adapt to new technologies.


Learning:

Willingness to seek assistance and proactively pursue learning opportunities.


Initiative and enterprise:

Ability to identify challenges and propose innovative solutions for continuous improvement.


General:

Attention to detail, participation in team meetings, and a focus on delivering value to clients and colleagues.


General responsibilities:
Effectively manage financial tasks to ensure optimal productivity and efficiency.

Provide mentorship and training to team members in alignment with organizational objectives.

Conduct reviews for quality assurance and provide constructive feedback.


Prepare accurate financial documentation, ensuring data integrity and compliance with regulations.

Support timely financial reporting and analysis, including reconciliations and maintenance of operational accounts.


Build and maintain strong client relationships by understanding their needs and providing tailored solutions.



Benefits:
Competitive salary

Health, Dental, Vision Insurance

401(k) Matching

PTO
Flexible work arrangements and leave policies.


We are an equal opportunity employer.