Senior Analyst, Financial Reporting

This is a fully remote position, open to applicants in United States.

📋 Description

• Assess financial outcomes, trends, and noteworthy or atypical variances; investigate the underlying factors and relay findings.

• Create and evaluate annual and interim financial statements, disclosures, and supporting schedules for the consolidated organization and its subsidiaries.

• Develop financial reporting workpapers, reconciliations, variance analysis, and analytical support for financial, regulatory, tax, and audit submissions.

• Detect and examine financial and regulatory reporting concerns, unusual transactions, data discrepancies, and reconciliation variances; escalate issues as necessary.

• Compile and assess financial data in accordance with U.S. GAAP, IFRS, and Statutory Accounting Principles.

• Assist with regulatory capital computations and regulatory reporting and submissions, including relevant Bureau of Economic Analysis surveys.

• Facilitate annual and interim external audits as well as financial reporting control and SOX compliance tasks.

• Collaborate with Finance, Tax, Legal, Compliance, Operations, and business teams on reporting issues and crucial deliverables.

• Employ analytical tools, process enhancements, and automation to elevate the quality, efficiency, and insights of financial reporting.

• Aid in ad hoc financial analysis and special projects.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or a comparable field.

• At least 3 years of experience in accounting, financial reporting, regulatory reporting, or a related area.

• Solid understanding of U.S. GAAP and familiarity with IFRS and Statutory Accounting Principles.

• Excellent analytical and problem-solving abilities, including the interpretation of financial data, variance investigation, trend identification, and issue resolution with supported conclusions.

• Capability to research accounting and regulatory guidelines and assess new or non-standard reporting issues.

• Advanced proficiency in Microsoft Excel and experience managing large or complex financial data sets.

• Strong attention to detail, effective communication, organizational skills, and the ability to independently handle multiple reporting priorities.

• CPA certification or progress toward CPA certification is preferred.

• Experience in public accounting or external audit is preferred.

• Experience in the financial services sector is preferred.

• Experience in preparing audited financial statements, SEC registration statements, or similar external financial reports and disclosures is preferred.

• Familiarity with SAP or a comparable ERP system; SAP experience is preferred.

• Experience with regulatory capital calculations or regulatory financial reporting is preferred.

• Experience with financial reporting analytics, process improvement, automation, or data visualization tools is preferred.

• Applicants must have authorization to work for any employer in the U.S.; sponsorship for employment visas, including CPT/OPT, is not available.

• A reliable high-speed internet connection with a wired setup and a minimally disruptive home workspace is required for remote work.

🏝️ Benefits

• Medical, dental, vision, and life insurance coverage.

• Retirement savings options – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contributions, and a diverse investment lineup.

• Tuition reimbursement available up to $5,250 per year.

• Business-casual environment, including the option to wear jeans.

• Generous paid time off from the start – comprising a paid time off program, ten paid company holidays, and three floating holidays each calendar year.

• Paid volunteer time – 16 hours per calendar year.

• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs) accessible to all employees.

• Bonus opportunities for non-sales roles.

• Reliable high-speed internet and a wired connection are required for remote or hybrid positions.

• Necessary computer equipment will be provided.