Financial Analyst - Expense Management (Charlotte, NC (Hybrid) or Remote)

Where You’ll Work

Our flexible, hybrid work model offers the option to work remotely or in the office.

How You’ll Contribute

As a Financial Analyst, you’ll be responsible for supporting the budgeting and forecasting team by partnering with multiple stakeholders to gather, track, and analyze expense-related information and update the expense forecasting system accordingly. The role includes ownership of designated business areas and/or support of more complex departments. Responsibilities also include preparing monthly, quarterly, and annual reports, recording journal entries, and delivering relevant financial analysis. Approximately 20% of the role is dedicated to ad hoc requests and project-based work.

In This Role, You’ll Get To

• Support financial management as a key internal consulting resource.
• Prepare financial reports by downloading information from single or multiple sources; compile databases and formulate spreadsheets; interpret trends, analyze results, and explain results to both the business and finance management.
• Prepare monthly journal entries as necessary, including but not limited to accruals, re-classes and other changes.
• Assist with the preparation and presentation of proposed budgets for review and approval by leadership.
• Input data into BPC (forecast system) for both budgets and quarterly forecasts.
• Provide variance commentary for YTD, QTD and SEQ actual results as well as actual vs. forecast at the segment level.
• Develop and maintain strong relationships with our internal business partners.
• Expand or modify existing processes to improve efficiency.
• Special projects and ad-hoc analysis as needed.
  
  

We’re Looking For People Who Have

• Effective business analytical abilities, attention to detail, and organizational skills.
• Financial analysis ability using Microsoft Excel. Ability to perform pivots, index matches, and vlookups as required. Financial modeling is a plus.
• Experience working with SAP, BPC, and Analysis for Office is preferred, but not required.
• Ability to handle multiple complex tasks under aggressive timelines.
• Ability to build partnerships and work collaboratively.
• A proactive work style.
• A positive attitude and is a team player.
• BA/BS degree, preferably in Finance or Accounting
• 2 years of related work experience.
  
  

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

What You’ll Receive

• Compensation – Base salary ranging from $65,000 to $75,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), and financial counseling services.
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.
  
  

Travel

None

Number Of Openings

1

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?

Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition as one of America’s Most Trustworthy Companies by Newsweek and, locally, one of the Healthiest Employers of Greater Charlotte.

• Ranked by 2024 admitted assets. Best’s Review?: Top 200 U.S. Life/Health Insurers. AM Best, 2025.