Financial Analyst

Position Summary

This position reports to the Director of Plans, Budgets & Analysis and is responsible for compiling, reconciling and analyzing financial data for the agency companies.

Expectations

• Compiles data for profitability reports, budgets, and expense allocation reports
• Develops detailed analyses with comparison to forecasts to support agency companies’ business decisions
• Assists in developing and enhancing financial analysis and reporting tools
• Reconciliation of cash debits and credits to bank statement to agency’s ledger.
• Responsible for agency companies’ escheat filings
• Research and answers agency companies’ bank and escheating-related inquiries.
• Work with internal and external auditors in providing supporting details and answering questions when necessary.
• Responsibility for producing monthly business unit performance report including expense analysis.
• Provide ad hoc revenue and expenses reports at business unit level for Senior Management’s review.

Competencies

• Able to research complex reconciliation issues and discrepancies
• Take responsibility for accuracy
• Responds timely and professionally to marketing management team
• Able to work in a team setting or individually
• Precise and detail oriented when handling high volume of data
• Can actively participate in cross-functional projects as well as partner with cross-functional teams to improve processes and conduct analyses.
• Expert system skills including Microsoft Excel & Access.

Requisites

• Bachelor’s degree in accounting, finance or a related field is required.
• 3 to 5 year experience in accounting/finance/business analyst role.
• Skills in Crystal Reports & Structured Query Language (SQL) tools are highly desirable.

• Experience with Sungard’s EAS system preferred but not required.