Senior Financial Analyst

Palmer Group has partnered with a client in their search for a Senior Financial Analyst. This individual will support expense planning, analysis, accounting, and reporting for operations. If you are great at fostering strong partnerships with internal teams and stakeholders, then this may be the position for you! Apply today!

Work model:

• Remote
• 8:00AM – 5:00PM

What you will do:

• Support company-wide expense management for the organization, including the preparation of the company’s annual expense plan and related reforecast
• Support the month-end closing process by establishing review process and procedures to ensure efficient and timely, and accurate reporting, general ledger entries, running the investment and general expense allocations, including expense deferrals and mergers & acquisition analysis
• Enhance operational efficiency by designing, implementing, and continuously improving processes and key controls for the closing procedures
• Complete various reports and analyses to support the Tax Department, GAAP & Statutory external reporting, and internal/external auditors
• Prepare monthly senior executive-level expense analyses with a focus on providing insightful, value-added analysis that informs business decisions and supports the achievement of the Company’s business strategies/goals
• Complete GL account reconciliations of key and non-key expense-related accounts
• Respond to accounting and general ledger inquiries from budget managers and other key stakeholders
• Assist with expense allocations by line of business, channel/product, and unit cost assumptions
• Provide recommendations and prepare action plans for improvements in expense efficiencies, including cost-saving opportunities
• Provide oversight of the administration of the Company’s Business Spend Management software
• Support for the continued development of the annual forecasting and budgeting process within OneStream
• Perform special projects as assigned, which may include projects beyond the scope of expense management

What you need to be successful:

• Bachelor’s degree in accounting, finance, or related field
• 4-6+ years related professional experience in financial reporting, expense reporting and/or analysis required
• CPA certification, MBA, or on CPA track preferred
• Big-4 Audit Experience highly desirable
• Strong knowledge of accounting practices and principles
• Insurance industry experience highly desirable. Financial services or asset management industry also preferred. 
• Advanced knowledge of Excel and PowerPoint required
• Strong system knowledge including familiarity with current era of client-server accounting/financial packages (Oracle, OneStream, Essbase, etc.)
• Experience with Business Spend Management software desirable

Benefits overview:

• Dental, vision, and health insurance
• 401k
• PTO

Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email afjobs@thepalmergroup.com.