Senior Analyst Financial Reporting

Overview

This role supports external and regulatory financial reporting with a strong focus on financial analysis. You will analyze financial results and trends, investigate significant variances and reporting issues, and help prepare accurate financial statements, disclosures, and information supporting annual and quarterly filings.

Ideal candidates are located in either Denver, CO or Boston, MA.

Responsibilities

• Analyze financial results, trends, and significant or unusual variances; research drivers and clearly communicate findings.
• Prepare and analyze annual and interim financial statements, disclosures, and supporting schedules for the consolidated organization and its subsidiaries.
• Prepare financial reporting workpapers, reconciliations, variance analyses, and other analytical support for financial, regulatory, tax, and audit deliverables.
• Identify and investigate financial and regulatory reporting issues, unusual transactions, data inconsistencies, and reconciliation differences; escalate matters as appropriate.
• Prepare and analyze financial information under U.S. GAAP, IFRS, and Statutory Accounting Principles, as applicable.
• Support regulatory capital calculations and required regulatory reporting and filings, including applicable Bureau of Economic Analysis surveys.
• Support annual and interim external audits and financial reporting control and SOX compliance activities.
• Partner across Finance, Tax, Legal, Compliance, Operations, and business teams to analyze reporting matters and complete key deliverables.
• Use analytical tools, process improvement, and automation to improve the quality, efficiency, and insight provided by financial reporting; support ad hoc financial analyses and special projects.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.
• Minimum of 3 years of accounting, financial reporting, regulatory reporting, or related experience.
• Strong knowledge of U.S. GAAP and familiarity with IFRS and Statutory Accounting Principles.
• Strong analytical and problem-solving skills, including the ability to interpret financial data, investigate variances, identify trends and issues, and develop well-supported conclusions.
• Ability to research accounting and regulatory guidance and evaluate new or non-routine reporting matters.
• Advanced Microsoft Excel skills and experience working with large or complex financial data sets.
• Strong attention to detail, communication, organization, and ability to independently manage multiple reporting priorities.

Preferred Qualifications

• CPA or progress toward CPA certification.
• Public accounting or external audit experience.
• Financial services industry experience.
• Experience preparing audited financial statements, SEC registration statements, or similar external financial reporting and disclosures.
• Experience with SAP or a comparable ERP system; SAP experience preferred.
• Experience with regulatory capital calculations or regulatory financial reporting.
• Experience with financial reporting analytics, process improvement, automation, or data visualization tools.

Compensation & Benefits

• Base salary range: $79,400.00 - $112,175.00
• Non-sales roles may participate in a bonus program.
• Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements, and/or skill level; compensation will be finalized at the time of offer.

Benefits include:

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous matching contributions (up to 6%), financial advisory services, potential discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time: 16 hours per calendar year
• Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business-casual environment with the option to wear jeans
• Business Resource Groups (BRGs), open to all

Location

• Denver, CO or Boston, MA

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Remote/Hybrid Requirements

For remote and hybrid positions, you will be required to provide reliable high-speed internet with a wired connection, as well as a place in your home to work with limited disruption. Reliable connectivity from an internet service provider that is fiber, cable or DSL internet is required. Other necessary computer equipment will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.

Equal Opportunity

Equal opportunity employer. Drug-free workplace.