Lead Investment Analyst managing investment analysis for institutional retirement plans at Transamerica. Collaborating with teams to launch and monitor investment products focused on client needs.
About the role
- Financial Analyst III at WashU developing and monitoring budgets and financial reports. Collaborating with department heads and training personnel in financial operations and reporting.
Responsibilities
- Develop, analyze, monitor and present budgets and financial reports.
- Prepare and deliver monthly budget analysis reports.
- Analyze income, expenses and investigate issues related to budgets.
- Provide guidance and training to department personnel.
- Work with University Central Finance on financial issues.
Requirements
- Bachelor's degree in Accounting.
- Professional Accounting experience (3 Years).
- M.B.A. - Master of Business Administration preferred.
- Certified Public Accountant (CPA) certification preferred.
- Relevant Experience (5 Years) preferred.
- Skills in Accounting, Analytical Thinking, Communication, Confidentiality, Financial Budgeting, Financial Reporting Systems, Fund Accounting, etc.
Benefits
- Up to 22 days of vacation, 10 recognized holidays, and sick time.
- Competitive health insurance packages with priority appointments and lower copays/coinsurance.
- Free Metro transit U-Pass for eligible employees.
- Defined contribution (403(b)) Retirement Savings Plan, with starting contributions at 7%.
- Wellness challenges, annual health screenings, mental health resources, and more.
- 4 weeks of caregiver leave to bond with new child.
- Tuition coverage for you and your family, including dependent college tuition after seven years.
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