Elevate Your Career-posted about 13 hours ago
$100,000 - $130,000/Yr
Full-time • Mid Level
Hybrid • Charlotte, NC

The Senior Financial Analyst will play a key role within the FP&A team, primarily supporting the CFO and Investments divisions within Allspring. The role will provide business analysis, forecasting/budgeting, reporting, data modeling, projects, and presentations to support the financials of the CFO, Investments, and Product divisions as well as support incentive compensation planning and processing. Strong collaboration and communication with team members, business partners, and stakeholders within Finance, Accounting, Investments and Human Resources is a critical component to success in this role. There are significant opportunities to support, develop, and implement processes and procedures to improve efficiency and effectiveness for the finance team and the company. We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.

  • Assist in preparation of monthly financial reports/variance analysis, review packages, and other ad hoc requests as liaison to the CFO, Investments and Product teams within Allspring.
  • Assist with the annual budget and forecast process, model preparation and submission, and completion of presentation packages.
  • Assist with calculation and tracking of account performance fees and other account fee analysis as needed.
  • Prepare support for monthly accruals, journal entries and other analyses as part of the monthly accounting close
  • Track project spending and assist with cost benefit analysis
  • Develop and maintain strong partnerships with Finance team members and key business partners within Investments, Product and Human Resources
  • Support a culture of expense discipline and continual improvement in operational efficiencies
  • Present as credible, confident and capable in all interactions
  • Protect operations by maintaining strict confidentiality of company financial information.
  • Bachelor’s degree in Accounting or Finance
  • 3+ years of experience in finance and/or accounting, analytics/modeling and reporting, preferably within the Asset Management industry
  • Thorough knowledge of accounting and finance principles, excellent verbal and written communication skills and the ability to present financial analysis to management.
  • Strong technical skills with MS Office suite – primarily advanced Excel (vlookup’s, pivot tables) and PowerPoint
  • Self-motivated, independent, flexible, adaptable in a fast paced, growth-oriented environment
  • Experience with expense, cost benefit analysis on projects/initiatives
  • Outstanding written, verbal, communication, and presentation skills
  • Ability and willingness to “roll up your sleeves” and achieve results. Must be willing to get into the details.
  • Experience with Oracle EPM suite and Smart View/Essbase is strongly preferred
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