Lead Financial Analyst - Investment Reporting

Responsibilities

• Develop, mentor, and manage staff to achieve performance success.
• Monthly, quarterly, and annual financial reporting across multiple bases of accounting.
• Monthly oversight, review, and approval of suspense balances and reconciliations from source back to general ledger with a focus on derivatives.
• Responsible for monthly accounting processes to ensure accuracy and completeness of financial records by preparing and reviewing journal entries with primary focus on derivatives but not limited to.
• Extract financial and attribute data from core accounting system to trouble‑shoot and resolve cash payment discrepancies or reconciliation variances.
• Extracts financial data from accounting systems to perform appropriate analyses. Analytical focus will be on derivative and securities assets.
• Core system integrity and data quality in accordance with accounting policy and processing procedures.
• Daily review of derivative activity processing results and be able to address questions regarding accounting results calculated by the system.
• Work directly with the vendor and stakeholder to resolve process exceptions.
• Understand the flow of information and use that knowledge to troubleshoot problems.
• Recommends changes to processes to improve and achieve greater efficiencies by documenting business requirements and participating in testing efforts.
• Participates on project teams or leads project teams.
• Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company.
• Responsible for adherence to the company's framework of internal controls.

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 8 years experience, with degree.
• Communication, coaching and relationship‑building skills.
• Analytical, problem‑solving and decision‑making skills.
• Work effectively individually and within a team; organizational and prioritization skills.
• Organizational skills and the ability to work on multiple concurrent projects.
• Experience working with remote employees supporting different functional areas.
• Deadline driven with the ability to multi‑task and work effectively individually and within a team.
• Proficiency in MS Office (Word, Excel, PowerPoint, Visio).
• Advanced computer skills;
  Power BI, Report writing, etc.

• 1 year supervisory experience.
• Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium).
• Background with Murex, Clearwater, and Oracle tools preferred.
• Experience leading a team through change initiatives.

• Hybrid (Tuesday - Thursday)
• Fast‑paced deadline‑driven office environment.
• Occasional Travel