Sr Specialist, Financial Analysis - Hybrid

Job Description Summary

Provide finance/accounting services to the organization in a leadership capacity.

• 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.
• Operate mostly within their own function, but participate in cross-functional initiatives.
• Understand and communicate directives from senior management.
• Maintain quarter‑end and year‑end calendars to ensure all tasks are completed on time and accurately.
• Gather information and handle tactical questions for third‑party firms; complete or review issue papers and control memos.
• Identify potential accounting issues/errors and appropriately Escalate them.
• Create, submit, and approve journal entries.
• Prepare quarter‑end Management PowerPoint decks and present them 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 with and promotes the 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).
• Experience with Oracle Smart View and Power BI.

Hybrid (Tuesday – Thursday)

The salary for this position generally ranges between $108,000 and $130,000 annually. Salary may vary above and below the stated amounts as permitted by applicable law. Additionally, this position is typically eligible for an annual bonus based on the company bonus plan/individual performance and is at the company’s discretion.