Senior Financial Analyst

Overview

This role involves performing accounting, financial reporting, and analysis functions. The position requires applying financial analysis knowledge and judgment to diverse and complex activities.

Responsibilities

• Extract financial data from various accounting and information systems to perform 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.
• Interpret financial transactions and events for users and offer recommendations to support economic or business decisions.
• Utilize a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending, and results analysis.
• Support client reporting needs including client performance and compensation; perform client analysis and trend reporting.
• Participate in monthly accounting processes to ensure accuracy and completeness of financial records.
• Participate in or lead project teams.
• May participate in due diligence activities.
• Collaborate effectively with other departments or divisions to resolve business issues.
• Provide leadership and direction to others; may supervise staff.
• Apply broad knowledge of concepts and principles or exhibit technical expertise in a specific area; work with minimal instruction and exercise independent judgment on moderately difficult assignments with diverse scope and complexity.
• Ensure adherence to the organization's framework of internal controls.

Qualifications

• Bachelor’s degree in Accounting or Finance and/or equivalent work experience.
• Minimum of 5 years of relevant experience with a degree.
• Advanced computer skills.

Preferred Qualifications

• Solid knowledge of accounting/financial areas such as investments, insurance products, or premiums.
• Effective oral and written communication skills.
• Ability to manage multiple projects and demonstrate a customer service approach.
• Willingness to take on new projects.
• Strong analytical skills.
• Ability to work effectively both individually and within a team.
• Organizational and prioritization skills.

Working Conditions

• Office environment.
• Fast-paced, deadline-driven setting.
• Occasional travel may be required.

Compensation & Benefits

• Salary range: $80,000 to $106,000 annually. Actual starting pay is determined by qualifications, experience, geography, work location designation (in-office, hybrid, remote), and operational needs.
• Eligibility for an annual bonus based on individual performance and company bonus plan, at the organization's discretion.

Location

• Cedar Rapids, Iowa