PE
Pivot EnergyFinancial Asset Management Analyst
Analyst supporting financial reporting and risk management for solar energy portfolio at Pivot Energy. Collaborating with cross - functional teams to ensure project performance and compliance.
About the role
- Oversee CBS (Mequon) Suspense Account
- Analyze/research reconciling items and follow-up with Operations on open items.
- Significant interaction with the Operations, Bank Reconciliation and Cash Management teams to resolve new/outstanding issues.
- Track and resolve all suspense items with Operations team.
- Ensure required applicable money movement requests and journal entries are processed in a timely fashion.
- Perform data mining in the proprietary divisional data mart to identify processing issues.
- Identify related items and clear from the Total Reconciliation system (T-Recs).
- Prepare monthly reconciliation at an employer level.
- Provide financial guidance when required.
- Review and update ICFR documents on an annual basis.
- Identify areas of process improvements and recommend solutions – both at a system and procedural level.
- Update and/or create procedural documentation.
- Prepare quarterly and annual statutory filings and ensure data is complete and accurate.
- Prepare and review audited financial statements, notes, and supplementary schedules.
- Conduct variance analyses and prepare responses for significant variances.
- Prepare and track annual and quarterly AMBEST, ACLI, and other industry associations’ information requests and data surveys.
- Assist in preparing annual filings and ensure asset balances agreement with valuation support.
Requirements
- Bachelor’s Degree and/or 4 – 6 years of related experience OR High School Diploma or GED with 6-8 years related experience.
- Proven experience in cash application, account reconciliation, GAAP and Statutory accounting.
- Must be proficient in MS Office including Access, Outlook, and Word.
- Must possess intermediate Excel skills including formulas, pivot tables and VLOOKUPs.
- Familiarity with G/L and financial reporting systems (i.e., Workday, COGNOS, or Hyperion) and how general ledgers support the financial statements.
- Excellent organizational and time management skills.
- Must possess critical thinking skills.
- Must provide excellent customer service and the ability to interface well with customers.
- Ability to discern and resolve issues independently.
- Must be flexible with work schedule during peak times and able to work overtime to meet business needs.
Benefits
- Health/dental/vision
- Life insurance
- FSA and HSA
- 401(k) plan
- Employee Assistant Program
- Back-up Care for Children, Adults and Elders
- Many health and wellness initiatives
- Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums.
Job title
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