Financial Analyst Lead – Underwriting, Product Development, Modernization

Role Overview

• Leads, develops, and motivates the team to provide advanced analytics and insights around key business drivers
• Anticipates opportunities to tackle the most complex and / or unique business problems, providing proactive financial solutions with holistic and forward-looking perspectives to enable better decision making by senior management
• Consistently interacts with senior management becoming their trusted advisor on all financial issues
• Make recommendations to solve short-term, as well as strategic financial business problems
• Teach and mentor others about complex financial processes, business drivers and systems ensuring information sharing and knowledge transfer
• Reviews analysts work and assist management in assigning tasks and managing workflow
• Leads initiatives to develop an integrated enterprise planning process from multiple companies and/or staff agency processes and technologies
• Directs analyses and guides the development, enhancement, and implementation of critical processes, programs, and technologies
• Anticipates opportunities and potential solutions, leads cross-functional teams through the problem resolution process, and advises senior management on issues
• Acquires and applies expert knowledge of the business, its products and processes
• Performs complex and often unique work assignments and problem resolution across multiple systems, functions, or processes
• Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures

Requirements

• Bachelor's degree in Business, Accounting, Finance, Economics; OR a related field
• 4 additional years of related experience may be substituted in lieu of degree
• 8 years of financial/accounting analysis experience to include 2 years leading strategic financial/accounting opportunities
• OR Advanced degree in Business, Accounting, Finance, Economics, or a related field, progress towards a CPA or CFA designation, and 6 years of financial / accounting analysis experience to include 1 year leading strategic financial/accounting opportunities
• Subject-matter-expert knowledge of data analysis and relevant technical accounting/finance acumen required
• Subject-matter-expert level of business acumen in the areas of the financial services operations, finance/accounting industry practices and emerging trends required
• Experience communicating complex financial/accounting topics to a variety of audiences
• Experience using financial/accounting technologies and proposing recommendations for improvements
• Experience using Microsoft Office Excel for significant financial data analysis and reporting
• Experience in the application and adherence to financial regulations and compliance
• Experience producing financial reports and providing recommendations based on data
• Working knowledge of GAAP

Benefits

• comprehensive medical, dental and vision plans
• 401(k)
• pension
• life insurance
• parental benefits
• adoption assistance
• paid time off program with paid holidays plus 16 paid volunteer hours
• various wellness programs
• career path planning and continuing education