Financial Analyst Jobs

About The Position

Requirements

• Strong quantitative and qualitative analytical skills with the ability to take data from several sources and organize, validate and analyze data
• Excellent attention to detail, self-initiative and team player
• Strong systems background with ability to quickly learn and understand systems
• Intellectually curious nature and positive attitude towards learning new or complex topics
• Excellent ability to work in a collaborative team environment within and outside of the company
• Superior time management skills with the ability to successfully manage multiple projects
• Familiarity with AI-based solutions or automation tools
• Strong Microsoft Excel skills
• Excellent oral and written communication skills
• Criminal background check required.
• This role will be subject to a SEC compliance program, which can include monitoring personal securities transactions, restrictions on outside business activities, as well as other oversight and restrictions.

Nice To Haves

• Bachelor's Degree in Finance or Accounting Preferred
• Minimum 5 years' relevant work experience in investment operations, investment accounting or similar field Preferred
• Minimum 2 years' experience working in PAM® for Investments (PFI) Preferred

Responsibilities

• Lead analysis of new security master files and new purchase yields; work with the external managers to explain and resolve.
• Oversee security master file setup and maintenance, ensuring completeness, accuracy and alignment with data governance standards.
• Identify, investigate and resolve complex discrepancies in security master data, income accrual and amortization/accretion schedules; escalate unresolved issues as appropriate.
• Assist with resolution of reconciliation exceptions by collaborating with internal teams such as accounting, reporting, technology, policy and portfolio management.
• Research and collaborate with internal and external partners on specific accounting and reporting guidance (e.g., Principal Based Bonds).
• Serve as a subject matter expert (SME) of primary investment data (e.g., payment structure, NAIC reporting categories) and PAM® for Investments (PFI) functionality (e.g., SMF field downstream impacts, report design, asset type – specific functions).
• Maintain knowledge of accounting principles, regulatory requirements, industry developments and operational workflows impacting insurance company portfolios.
• Take a lead role in user acceptance testing (UAT) for PFI system enhancements, data feeds and reconciliation tools.
• Document and review procedures and training aides for operational continuity and team development.
• Assist in preparing internal reports or summaries on reconciliation status, trends and recurring issues for team leads or management.
• Commitment to embrace Sammons Financial Group Companies shared values (Accountability, Connection, Openness, Respect and Integrity).
• As stated within the Company Attendance and Punctuality policy, regular attendance is required and expected in order to meet the business service levels and workflow demands.
• Participate in other initiatives and/or projects as necessary.

Benefits

• Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance.
• Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success.
• Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k).
• Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays.
• Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs.
• Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you.
• An ownership culture that inspires; join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success.