Senior Principal Financial Analyst, Corporate Tax

FINRA • Rockville, MD

16h • Hybrid

About The Position

The Senior Principal Financial Analyst, Corporate Tax is responsible for delivering specialized tax analysis, research, and recommendations that support FINRA’s overall tax strategy and compliance. This role researches and provides expert input on complex technical tax accounting matters and incorporates tax regulations and best practices into strategic recommendations impacting financial transactions, systems, and procedures. This role serves as a subject matter expert on tax matters, helps maintain key relationships with external and internal auditor personnel and external tax counsel and service providers, and drives compliance with applicable regulations and accounting principles with the Finance Operations and Financial Reporting groups’ internal/external financial standards. This position is a seasoned individual contributor and subject matter expert. FINRA is an independent, non-governmental regulator for all securities firms doing business with the public in the United States. FINRA works to protect investors and maintain market integrity in a public-private partnership with the Securities and Exchange Commission (SEC), while also benefiting from the SEC’s oversight. FINRA operates from Washington, DC, and New York, NY, with other offices around the country.

Requirements

• Bachelor’s degree and a minimum of eight (8) years of tax, accounting and/or financial reporting experience.
• Experience supervising projects and/or mentoring junior staff.
• Extensive knowledge of current GAAP reporting and current tax regulations (Federal, state, and local) required.
• Advanced time management, prioritization and strong analytical skills required.
• Demonstrated ability to lead and produce outstanding measurable results.
• Excellent computer and analytical skills, including full suite of MS Office applications.
• Excellent written and verbal communication skills required.
• Ability to work in a team-oriented setting.

Nice To Haves

• Active CPA license highly desired.

Responsibilities

• Leads activities and operations of projects that drive process consistency and cohesion throughout the organization’s Tax and Accounting work areas to ensure optimal compliance with federal, state, and local tax and reporting laws.
• Develops and documents technical tax accounting guidance, policies, and best practices for Finance teams to ensure consistency and compliance with federal, state, and local tax and reporting laws.
• Analyzes the organization’s financial operations, systems, and reports and collaborates with multiple work areas to identify opportunities for improvement and streamline financial processes.
• Monitors planned and recently implemented strategies and initiatives for tax impact and reports to senior leadership on findings.
• Coaches junior staff and/or experienced individual contributors in techniques, best practices, processes and responsibilities.
• Serves as subject matter expert and thought leader for federal, state, and local tax compliance matters, providing guidance on emerging tax legislation and regulatory changes.
• Integrates the culture of intelligence, integrity, and initiative into team goals and decisions.
• Demonstrates FINRA’s values.
• Collaborates, both in-person and virtually, in furtherance of FINRA’s mission of investor protection and market integrity.

Benefits

• discretionary bonus
• overtime pay in accordance with federal, state, or local law
• comprehensive health insurance
• dental insurance
• vision insurance
• basic life insurance
• accidental death and dismemberment insurance
• supplemental life insurance
• spouse/domestic partner and dependent life insurance
• spouse/domestic partner and dependent accidental death and dismemberment insurance
• short-term disability
• long-term disability
• long-term care
• business travel accident insurance
• disability and legal (assistance)
• immediate participation and vesting in a 401(k) plan with company match
• eligibility for participation in an additional FINRA-funded retirement contribution
• tuition reimbursement
• commuter benefits
• adoption assistance
• backup family care
• surrogacy benefits
• employee assistance
• wellness programs
• 15 days of paid time off
• 5 personal days
• 9 sick days
• two volunteer service days
• military leave
• jury duty leave
• bereavement leave
• voting and election official leave for federal, state or local primary and general elections
• care of a family member leave (available after 90 days of employment)
• childbirth and parental leave (available after 90 days of employment)
• nine paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Senior