Senior Financial Analyst

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This position within Investment Reporting will be responsible for handling accounting processes to ensure accurate financial records and core accounting system (Clearwater Analytics) data integrity. The candidate will analyze financial data to support Management and Regulatory reporting, troubleshoot complex issues, and drive process improvements.

• Responsible for monthly accounting processes to ensure accuracy and completeness of financial records, including journal entry preparation, suspense balance monitoring, and/or reconciliation approvals.
• Maintain core system integrity and data quality in accordance with accounting policy and processing procedures. Review daily activity and performance and respond to questions regarding accounting results calculated by the system.
• Extract financial and attribute data from core accounting system to troubleshoot and resolve complex issues or discrepancies.
• Assist with the preparation of regulatory financials on a Statutory, IFRS, and/or US GAAP basis.
• Analyze financial data to define and interpret relevant information for explaining past financial performance and/or projecting future results.
• Demonstrate a thorough understanding of the business to proactively develop both standardized and ad‑hoc financial reports for senior leadership.
• Recommend process improvements to achieve greater efficiencies by documenting business requirements and participating in testing efforts.
• Collaborate with vendor, stakeholders, and internal partners to effectively identify and resolve stakeholder needs.
• May participate in and/or lead project teams.
• Accountable for maintaining a positive, proactive relationship with internal customers.
• Responsible for adherence to the company's framework of internal controls.
• Offer leadership and direction to team members.
• May perform other duties as assigned.

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 5 years of experience with a relevant degree.
• Proficiency using MS Office (Excel, PowerPoint, Word).

• Working knowledge of accounting and/or reporting on a Statutory, IFRS, and/or US GAAP basis.
• Basic understanding of investment vehicles, including bonds, private credit, and mortgage loan assets.
• Experience in performing and/or overseeing accounting and reconciliation functions.
• Previous experience with Clearwater Analytics.
• Experience with Power BI.
• Self‑starter who takes initiative with minimal instruction, utilizing creativity, problem‑solving, and independent judgment.
• Demonstrated communication skills both orally and written.
• Attention to detail and accuracy.
• Deadline driven with capacity for complex problem‑solving and the ability to handle multiple projects at once.

• Hybrid (Tuesday – Thursday)
• Fast‑paced, deadline‑driven office environment.
• Occasional travel.

Salary range: $78,000 – $98,000 annually. Actual starting pay depends on qualifications, experience, geography, and work location designation.

Eligible employees also receive a comprehensive benefits package, including:

• Competitive Pay
• Bonus for Eligible Employees
• Pension Plan
• 401(k) Match
• Employee Stock Purchase Plan
• Tuition Reimbursement
• Disability Insurance
• Medical, Dental, and Vision Insurance
• Employee Discounts
• Career Training & Development Opportunities
• Paid Time Off starting at 160 hours annually for first‑year employees
• Ten paid holidays per year
• Wellness programs and resources
• Parental Leave, Adoption Assistance, and Volunteer PTO
• Employee Assistance Program and Matching Gifts
• Employee Resource Groups, Inclusion & Diversity Programs, and Recognition Programs
• Referral Bonus Programs

This job description is not a contract of employment nor does it specify specific job responsibilities. The Company may change, add to, remove, or revoke the terms at its discretion.

We are an equal opportunity employer. Applicants with disabilities may register their accommodation request with the HR Business Partner.