Lead Financial Analyst, Valuations & Pricing Analysis (Hybrid)

Overview

This Lead Financial Analyst, Valuations & Pricing Analysis role supports accurate, well-controlled investment reporting. The position performs accounting, financial reporting, and analysis functions and applies financial analysis knowledge and judgment to diverse, complex activities.

The role partners with peers, internal business units, technology teams, and offshore support teams. It is a lead position providing guidance, oversight, subject matter expertise, and indirect people management responsibilities.

Responsibilities

• Extract financial data from various accounting and information systems to perform appropriate analyses.
• Analyze financial data and define relevant information; interpret data to determine past financial performance and/or project financial results.
• Determine appropriate methodologies to prepare information for use by others.
• Help staff achieve performance standards by developing, motivating, mentoring, training, and sharing knowledge; ensure staff demonstrates appropriate customer service attitudes.
• Provide leadership and direction to others.
• Demonstrate a thorough understanding of business and analysis concepts.
• Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
• Recommend changes to processes to improve effectiveness and achieve greater efficiencies.
• Use deep business understanding to proactively develop financial reports and complex models for forecasting, trending, and results analysis.
• Work effectively with other departments/divisions to resolve business issues for organizational success.
• Understand the flow of information, financial systems, and reporting tools; troubleshoot issues, provide recommendations for system enhancements, and work closely with IT teams to implement reporting solutions.
• Apply fundamental concepts and perform assignments of moderate scope and complexity with limited oversight; recommend procedure changes and perform varied work requiring some originality or ingenuity.
• Support the Valuation Manager in standing up a new valuation function within the investment reporting department.
• Support the valuation of derivatives and oversee the work of junior staff in pricing various derivatives positions.
• Ensure adherence to the company’s framework of internal controls.

Qualifications

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 8 years of experience with a degree.
• Advanced computer skills.

Preferred Qualifications

• 1 year supervisory experience.
• Solid knowledge of accounting/financial areas (for example, investments, insurance products, premium).
• Solid knowledge of accounting/finance concepts relating to invested assets.
• Ability to communicate orally and in writing.
• Ability to handle multiple projects; willingness to take on new projects; strong customer service approach; highly analytical.
• Ability to work effectively individually and within a team, including organizational and prioritization skills and effective judgment.

Compensation & Benefits

• Salary range generally between $97,000.00 - $116,000.00 annually.
• Salary is a good faith estimate; actual starting pay is determined by factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs. Salary may vary above or below the stated range, as permitted by applicable law.
• Typically eligible for an Annual Bonus based on the Company Bonus Plan/Individual Performance; eligibility is at the company’s discretion.

Location & Working Conditions

• Office environment.
• Fast-paced, deadline-driven office environment.
• Occasional travel.