Analyst, Segment & Non-GAAP Reporting

Company Overview:

A global investment firm with approximately $504 billion in assets under management is seeking an Analyst to join their Segment and Non-GAAP Reporting team. The role involves analysis and reporting on company financial results and participation in special projects.

Job Responsibilities:

• Preparation of GAAP and operating financial results on a monthly and quarterly basis, including detailed segment and/or product line reporting and analysis.
• Collect and maintain supporting documentation used for reporting and analysis.
• Assist with preparation of supporting schedules and analysis for internal and external reporting used by senior management and board of directors.
• Assist in synthesizing and summarizing detailed financial data to create meaningful, high-level, result-oriented analysis.
• Improve and build processes designed to meet the growth objectives of the firm.
  
  

Qualifications:

• Bachelor's degree in finance, accounting, or related field or equivalent combination of education and experience. An advanced degree and CPA/CMA professional credentials are a plus.
• 0-2 years of related experience, including experience in P&L analysis and accounting.
• Experience in Insurance or financial services and public accounting is desired.
• Strong Excel and PowerPoint skills.
• Proficiency with accounting systems, including ledger applications (PeopleSoft and SAP), query tools (Smartview, Essbase), Onestream consolidation platform, and Workiva.
• Strong quantitative and analytical skills for creating insightful, actionable reporting.
• Strong technical skills with the ability to understand complex products and models.
• Experience with artificial intelligence in a business environment/use case is a plus.
  
  

Compensation: Salary: $65,000 – $95,000, Plus Bonus

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