8 дней назад
Core Financial Analyst (Financial Accounting)
65 000 - 90 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Core Financial Analyst (Financial Accounting): Leading project-based accounting policy initiatives, financial analyses, audits, and reporting across benefit plans, real estate, insurance, and special projects with an accent on technical accounting, risk management, and executive communication. Focus on preparing financial statements, evaluating accounting best practices, managing external audits, and presenting analysis to the CFO and Audit Committee.
Location: Boston, United States
Salary: $65,000–$90,000 base salary per year plus annual bonus opportunity.
Company
is a global financial services firm providing investor services, capital partnership, specialist expertise, and technology solutions.
What you will do
- Prepare pension and 401(k) plan financial statements, monitor investment statements, and maintain benefit plan policies and procedures.
- Manage day-to-day relationships with external auditors and support accounting for benefit plans from the plan sponsor perspective.
- Support occupancy controllers with financial analysis and reporting and assist with lease accounting models and updates.
- Help manage the corporate insurance portfolio, including submissions, invoices, client inquiries, broker and underwriter meetings, and annual strategy updates with the CFO.
- Lead ad-hoc financial analysis projects, prepare presentation materials, and support monthly financial statement preparation.
- Assess accounting best practices and prepare accounting fee presentations for the Audit Committee.
Requirements
- CPA license strongly preferred, or current progress toward the examinations with the hours required for licensure in the relevant state.
- 3–5 years of experience in public accounting, a financial institution, or an investment bank; Big Four experience is preferred.
- Strong written and verbal communication skills, including the ability to explain financial results to non-financial audiences.
- Advanced Excel skills and comfort working with data.
- Polished presentation skills using PowerPoint, charts, and executive-ready materials.
- Exceptional attention to detail and organization while managing multiple workstreams.
Culture & Benefits
- Full-time employment within a long-established private partnership.
- Opportunities for professional development, mentoring, and expanded responsibility.
- Benefits supporting long-term savings, healthcare, income protection, and time off.
- Collaborative environment focused on problem-solving, knowledge sharing, and employee contributions.
- Annual bonus and profit-sharing opportunities may be available as part of the compensation program.
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