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Senior Financial Analyst
2 months ago
Company Overview:
Penn Foster Inc has been dedicated to empowering individuals to achieve their educational and career goals for over a century. We provide a variety of educational solutions that cater to the diverse needs of our students and clients. Our commitment extends beyond education; we aim to foster a culture of growth and success for all stakeholders involved.
Position Summary:
This role is part of the Business Systems Support team within Investment Reporting. The incumbent will leverage their expertise in financial accounting and data management, along with project management capabilities, to analyze and enhance business processes and applications related to asset data.
Key Responsibilities:
1. Extract financial and attribute data from core accounting systems to conduct comprehensive analyses.
2. Manage projects and initiatives related to accounting systems, collaborating with both internal and external stakeholders.
3. Oversee the setup and maintenance of portfolio accounts across various systems.
4. Conduct daily and monthly data quality checks to ensure financial accuracy.
5. Determine the most effective medium for presenting findings to stakeholders.
6. Demonstrate a thorough understanding of business and analytical concepts.
7. Develop familiarity with monthly and quarterly accounting processes.
8. Collaborate with management and stakeholders to identify gaps and opportunities for improvement.
9. Work with IT teams to ensure that proposed solutions align with business needs, acting as a liaison between Investment Reporting and IT.
Qualifications:
- Bachelor's degree in Accounting or Finance, or equivalent work experience.
- Minimum of 8 years of relevant experience.
- Advanced computer skills are essential.
Preferred Qualifications:
- 1-3 years of supervisory experience or experience leading project teams.
- Solid knowledge of the accounting and financial sector, particularly in investments and insurance products.
- Strong project management skills with the ability to lead teams effectively.
- Experience in querying datasets to create repeatable reporting solutions.
- Excellent communication skills, both verbal and written, across all organizational levels.
- Ability to manage multiple projects efficiently.
- Strong organizational and prioritization skills.
- Prior experience with investment accounting systems is a plus.
Work Environment:
This position operates in a fast-paced, deadline-driven environment. Remote employees may be required to report to a company office occasionally, although the majority of work will be performed remotely.
Compensation and Benefits:
Penn Foster Inc offers a competitive salary range and a comprehensive benefits package designed to support the personal and financial well-being of our employees. Benefits include:
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Medical, Dental, and Vision Insurance
- Paid Time Off starting at 160 hours annually
- Parental Leave and Adoption Assistance
- Employee Assistance Programs
- Career Development Opportunities
Commitment to Inclusion:
Penn Foster Inc is committed to fostering an inclusive environment where all perspectives are valued. We encourage diversity and actively support employee-driven initiatives that promote awareness and inclusive behavior.