Intermediate Financial Analyst
Performs professional financial analysis work, which involves: extracting financial data from various accounting and information systems, compilation, consolidation and appropriate analysis of financial data.
Analyzes financial data and brings issues to the attention of the appropriate person.
Determines appropriate methodology to prepare information for use by others.
Participates in monthly accounting processes to ensure accuracy and completeness of financial records.
Interprets financial transactions and events for users who must make economic or business decisions.
Identifies, participates and contributes ideas for success in relation to assigned work, projects or other process enhancements.
Develops financial reports/models for forecasting, trending and results analysis.
Supports client reporting needs including client performance and compensation.
Understands the flow of information, financial systems, appropriate reporting tools and uses that knowledge to troubleshoot problems.
Effectively applies fundamental concepts; works on assignments of moderate scope and complexity, with limited oversight; makes recommendations for changes to procedures, and performs varied work, requiring some originality or ingenuity.
Responsible for adherence to the company's framework of internal controls.
Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
Minimum 3 years of experience, with degree.
Advanced computer skills.
Working knowledge of financial area preferred (for example, investments, insurance products, premium).
Direct knowledge pertaining to derivatives
Derivative or security valuation expertise
Analytical\critical thinking mindset
Problem recognition and resolution
Strong organization and communication skills
Strong attention to details
Proven accounting and financial skills
Proficiency with Excel
Willingness and ability to take on a multitude of projects outside of standard day-to-day duties
Fast paced deadline-driven office environment.
Non-commuting Remote employees will not be assigned to report to a Company office location (although they may need to travel to a Company office upon request) and will perform their work remotely.
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to applicable pay transparency and compensation posting laws. It is estimated based on what a successful candidate might be paid in certain Company locations.**
The Salary for this position generally ranges between $59,000-$78,000 annually. This range is an estimate, based on potential qualifications and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law.
Additionally, this position is typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance and is at Company discretion.