Senior Associate in Alternative Investment Services Bank Loans Operations monitoring and processing custody related events for financial services. Ensuring accurate record keeping and timely problem resolution to mitigate risk.
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Hybrid Senior Financial Analyst
Posted last month
About the role
- Responsible for preparing, analyzing, and delivering accurate financial forecasts and reports to internal and external stakeholders.
- Ensure compliance with internal controls, accounting policies, and regulatory requirements; assist with internal and external audits and preparation of audit schedules and documentation.
- Maintain documentation for financial reporting processes and controls.
- Identify opportunities to streamline reporting processes, improve data accuracy, and support implementation of financial systems and reporting tools (e.g., Sage Intacct, subsidiary billing & A/R reporting modules).
- Partner with Accounting, FP&A, private equity sponsors, and other departments to ensure alignment and accuracy of financial data; communicate complex financial information to non-financial stakeholders.
- Provide financial insights and reporting to support strategic planning, monthly operational product sales goal process, and annual financial plan/budget development and updates.
- Support new drug launch planning, modeling, and reporting; prepare other key plan/budget financial data.
- Assist with preparation of monthly results presentation deck and supporting financial statement documents in accordance with GAAP/IFRS; coordinate and prepare quarterly lender reporting.
- Analyze variances between actuals, forecasts, and budgets; provide commentary and recommendations; deliver timely ad-hoc financial reporting and analysis.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field (CPA, MSA, or MBA preferred).
- 5+ years of experience in financial reporting or related finance roles.
- Strong knowledge of GAAP and financial statement preparation.
- Strong proficiency/Advanced Excel skills; experience with ERP systems and reporting tools.
- Excellent analytical, communication, and problem-solving skills.
- Private Equity experience is desired.
- Healthcare experience highly desirable, specifically in specialty pharmacies, provider and/or payors.
Benefits
- BCBSL Medical
- Delta Dental
- EyeMed Vision
- 401k
- Accident & Critical Illness
- Life Insurance
- PTO
- Holiday Pay
- Floating Holidays
- Tuition Reimbursement
Job title
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Managing day - to - day service delivery and operational activities for a functional team in fund accounting. Role requires technical expertise and leadership in financial services industry.
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