Lead Financial Analyst - Legal Entity Accounting & Reporting
About The Position
The Lead Financial Analyst is responsible for the U.S. GAAP accounting, analysis and financial reporting of assigned legal entities and holding companies within a complex corporate structure. This role serves as the primary contract for assigned entities, ensuring accurate financial reporting, compliance with accounting policies and providing timely and accurate support of consolidated financial statement preparation. This position partners closely with the Consolidation, External Reporting, Treasury and FP&A teams, as well as external auditors, while driving forward process improvements and mentoring less experienced team members.
Requirements
- Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
- Minimum of 8 years experience, with degree.
- Advanced computer skills.
Nice To Haves
- Strong understanding of GAAP and U.S. Statutory accounting principles
- Advanced analytical, problem solving, and Excel skills
- CPA / advanced degree
- Experience within the insurance or financial services industry
- Experience supporting complex, international accounting and reporting environments
Responsibilities
- Serve as the primary accounting and reporting lead for assigned legal entities and holding companies.
- Prepare and review quarterly and annual financial statements, reporting packages and supporting analysis.
- Prepare journal entries, account reconciliations, variance analysis and supporting accounting for various legal entity specific transactions.
- Support the consolidated financial reporting process and ensure the accuracy and completeness of legal entity results.
- Coordinate and support annual audits, regulatory filings and other statutory reporting requirements, as applicable.
- Partners with cross-functional teams to ensure strategic initiatives, capital transactions, restructurings, etc. are appropriately recorded at the legal entity level.
- Identify opportunities to improve processes, strengthen controls, and enhance reporting efficiency.
- Provide guidance and mentorship to analysts and other team members, as appropriate.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
