Senior Specialist, Financial Analysis

Responsibilities

• Manage activities of the Annuity Product Financial Reporting for Capital Reporting, including supervisors and/or individual contributors.
• Adapt department plans to address resource and operational challenges.
• Operates mostly within their own function, but participates in cross-functional initiatives.
• Understand and communicate directives from senior management.
• Maintain quarter end/yearend calendars to ensure all tasks are completed on time and accurate.
• Gather information and handle tactical questions for third party firms; complete or review issue papers and control memos.
• Identify potential accounting issues/errors and escale appropriately.
• Create, submit and approve journal entries.
• Prepare quarter end Management Powerpoint decks and present the deck in management review meetings.
• Work with Annuity Actuaries for model data, for Capital Reporting, Forecasts and Budget.
• Review, design and implement process and control improvements for Capital Reporting.
• Influence and lead a team in a way which aligns and promotes their given department’s strategy and values.

• Bachelor’s degree in accounting or finance, or equivalent experience
• Eight years of accounting/finance experience including three years of supervisory/management experience
• Strong people management skills
• Ability to effectively communicate, orally and in writing, to diverse audiences
• Organizational and prioritization skills
• Advanced computer skills in MS Office, Excel and financial business systems
• Knowledge of assigned business area (e.g. investments, premiums, corporate finance)
• Oracle Smartview, Power BI experience