Senior Financial Analyst - Expense Allocations (Charlotte, NC (Hybrid) or Remote)

Brighthouse Financial•Charlotte, NC

2d•$80,000 - $90,000•Hybrid

About The Position

As a Senior Financial Analyst, you’ll be responsible primarily for expense allocations, statutory expense reporting and peer review analysis. Additional responsibilities include preparing monthly, quarterly and annual reports and delivering relevant financial analysis. Interact with various teams within the organization, answering questions and providing information accurately, using sound judgement to make effective decisions. Approximately 25% of the role is dedicated to ad-hoc requests and project-based work.

Requirements

Effective business analytical abilities, attention to detail and organizational skills.
Highly proficient in Excel to perform pivots, index matches, vlookups as required.
Ability to handle multiple tasks and deadlines.
Excellent verbal, written and interpersonal communication skills.
Ability to work effectively as part of a team as well as independently.
Proactive work style.
2+ years of related work experience.
BA/BS degree, preferably in Finance or Accounting.

Nice To Haves

Experience working with SAP, BPC, PaPM and Analysis for Office is preferred, but not required.

Responsibilities

Develop and maintain financial models with multiple inputs from financial systems to calculate expense prorates across legal entities and products.
Monthly maintenance of prorates, reviewing submitted changes, compiling and loading prorates in SAP and validating system allocated results.
Review monthly allocation results for unallocated balances and perform research on identified anomalies.
Quarterly preparation of statutory expense ratio for actuals and forecasts along with peer analysis utilizing statutory financials to provide a comprehensive view of our performance relative to the industry.
Prepare financial reports from multiple sources; compile databases and formulate spreadsheets; interpret trends and analyze results.
Document processes, procedures, and metrics.
Identify, implement, and/or strengthen internal controls in existing/new processes.
Maintain a sound internal control environment in compliance with Sarbanes-Oxley (SOX) surrounding expense allocations.
Expand or modify existing processes to improve efficiency.
Special projects and ad-hoc analysis as needed.

Benefits

Base salary ranging from $80,000 to $90,000 plus competitive performance-based incentives
Flexible Work Environment
A minimum of 20 days of paid time off
16 paid company holidays per calendar year
Paid volunteer time
Paid study time
401(k) savings plan with company match (up to 6%)
Annual company nondiscretionary contribution (3%)
Financial counseling services
Competitive medical, vision, and dental plans
Tax-free health savings accounts with potential company contributions up to $1,000 per family
Up to 16 weeks of paid leave for new parents
Back-up dependent care
Dependent care flexible spending account
Up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey
Company-paid basic life insurance
Short-term disability insurance