Senior Financial Analyst II, Investments

Children's Mercy Kc • Kansas City, MO

123d • $34 • Remote

About The Position

The Sr Financial Analyst II - Investments is responsible for monitoring and facilitating the organization's investment portfolios, including cash equivalents, equities, fixed income, real assets, and alternative investments. This role serves as a key liaison between internal departments and external advisors, such as the Outsourced Chief Investment Officer and board subcommittees. Essential functions are to ensure compliance with internal policies, financial reporting accuracy, monitoring of external advisors, and serve as internal subject matter expert on investments.

Requirements

• Master's Degree in Accounting or Finance and 3-5 years' experience in Accounting or Investment
• Bachelor's Degree in Accounting or Finance and 5-7 years' experience in Accounting or Investment
• CPA preferred

Responsibilities

• Ensure compliance with all policies regulatory requirements
• Assist and support accounting teams to ensure accurate recording of investment transactions and balances
• Monitor external advisors through maintaining advisor relationships and insight in economic trends
• Design, enhance, and integrate financial data management and visualization tools to support investment oversight and reporting

Benefits

• Market competitive pay
• Flexible work schedule with intermittent remote work
• Comprehensive benefits plans designed to meet the changing needs of employees and their families

What This Job Offers

• Industry: Hospitals
• Education Level: Master's degree