What are the responsibilities and job description for the Sr. Financial Analyst (Investment Accounting) - PN: 20076570 position at Ohio BWC (official)?
BWC’s core hours of operation are Monday-Friday from 8:00am to 5:00pm, however, daily start/end times may vary based on operational need across BWC departments. Most positions perform work on-site at one of BWC’s seven offices across the state. BWC offers flex-time work schedules that allow an employee to start the day as early as 7:00am or as late as 8:30am. Flex-time schedules are based on operational need and require supervisor approval.
What Our Employees Have To Say
BWC conducts an internal engagement survey on an annual basis. Some comments from our employees include:
What You’ll Be Doing
Major Worker Characteristics
Knowledge of (1)BWC policies & procedures*, (2)cost & financial accounting*, (3)applicable state &/or federal laws, rules, procedures & standards governing fiscal accounting & budgetary operations*, (4)BWC Financial Reporting policies & procedures*, (5)investment accounting &/or finance (e.g., Principles of Accounting, Managerial Accounting, Finance, Auditing, Governmental Accounting), (6)compliance requirements for investment portfolios, asset classes & individual manager portfolios*, (7)trade communications, (10)accounting information systems*, (11)investment information available from the master record keeper (BNY Mellon) & custodial bank, (12)performance calculations in compliance with Global Investment Performance Standards.
Skill in (1)use of calculator, (2)use of personal computer & peripheral equipment (e.g., printer, keyboard), (3) investment accounting (e.g., preparing investment accounting journal entries, reconciliation of investment portfolios & calculations &/or investment performance calculations), (4)use of MS Office Software (e.g., Word, Access, Outlook), (5)use of MS Excel, (6)communicating, both verbally & in writing to various levels within the organization.
Ability to (1)read, interpret & analyze technical financial materials, (2)recommend any accounting & reporting changes as needed & as required*, (3)deal with complex & technical fiscal variables*, (4)gather, collate, classify information about data, people, things, (5)coordinate reconciliation between financial parties & maintain professional verbal & written communications with bank, master record keeper, & outside investment managers, (6)prepare complex financial accounting reports*, (8)prepare &/or edit technical fiscal material*, (9)handle complex financial accounting issues in verbal & written form*, (10)prepare meaningful, accurate & concise reports to include accurate recommendations, (11)use proper research methods to gather data.
Organization
Workers' Compensation
Agency Contact Name and Information
Matthew Palte- HCM Sr. Analyst: Matthew.P.2@bwc.ohio.gov
Unposting Date
Oct 15, 2025, 10:59:00 PM
Work Location
William Green Building
Primary Location
United States of America-OHIO-Franklin County-Columbus
Compensation
$30.55 - $44.74
Schedule
Full-time
Work Hours
40
Classified Indicator
Classified
Union
OCSEA
Primary Job Skill
Accounting and Finance
Technical Skills
Accounting and Finance
Professional Skills
Analyzation, Attention to Detail, Ethics and Values, Time Management, Written Communication
Agency Overview
A Little About Us:
With roughly 1,500 employees in seven offices across Ohio, BWC is the state agency that cares for Ohio workers by promoting a culture of safety at work and at home and ensuring quality medical and pharmacy care is provided to injured workers.
For Ohio employers, we provide insurance policies to cover workplace injuries and safety and wellness services to prevent injuries.
Our Culture
BWC is a dynamic organization that offers career opportunities across many different disciplines.BWC strives to maintain an inclusive workplace.We begin by being an equal opportunity employer.Employees can participate in and lead employee work groups, participate in on-line forums and learn about how different perspectives can improve leadership skills.
Our Vision
To transform BWC into an agile organization driven by customer success.
Our Mission
To deliver consistently excellent experiences for each BWC customer every day.
Our Core Values
One Agency, Personal Connection, Innovative Leadership, Relentless Excellence.
What Our Employees Have To Say
BWC conducts an internal engagement survey on an annual basis. Some comments from our employees include:
- BWC has been a great place to work as it has provided opportunities for growth that were lacking in my previous place of work.
- I have worked at several state agencies and BWC is the best place to work.
- Best place to work in the state and with a sense of family and support.
- I love the work culture, helpfulness, and acceptance I've been embraced with at BWC.
- I continue to be impressed with the career longevity of our employees, their level of dedication to service, pride in their work, and vast experience. It really speaks to our mission and why people join BWC and then retire from BWC.
What You’ll Be Doing
- Under direction of Investment Accounting Supervisor evaluates and coordinates outside investment manager trade communication with the custodial bank and master record keeper.
- Reviews daily investment manager bank reconciliations to ensure accuracy and timeliness and works with outside parties to resolve reconciling items.
- Design and prepare ad hoc financial investment accounting report and conducts special projects.
- Monitors investment portfolio to ensure in compliance with BWC’s Investment Policy and the contract the investment manager was hired to manage.
- Or completion of undergraduate core program in business administration, accounting, finance or related field; 18 mos. exp. or 18 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.
- Or completion of graduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.
- Or 12 mos. exp. as Financial Analyst, 66562.
- Or equivalent of Minimum Class Qualifications for Employment noted above. NOTE: Successful completion of the Fiscal Academy may be substituted for 4 mos. of required accounting/fiscal experience referenced in this portion of the minimum qualifications.
Major Worker Characteristics
Knowledge of (1)BWC policies & procedures*, (2)cost & financial accounting*, (3)applicable state &/or federal laws, rules, procedures & standards governing fiscal accounting & budgetary operations*, (4)BWC Financial Reporting policies & procedures*, (5)investment accounting &/or finance (e.g., Principles of Accounting, Managerial Accounting, Finance, Auditing, Governmental Accounting), (6)compliance requirements for investment portfolios, asset classes & individual manager portfolios*, (7)trade communications, (10)accounting information systems*, (11)investment information available from the master record keeper (BNY Mellon) & custodial bank, (12)performance calculations in compliance with Global Investment Performance Standards.
Skill in (1)use of calculator, (2)use of personal computer & peripheral equipment (e.g., printer, keyboard), (3) investment accounting (e.g., preparing investment accounting journal entries, reconciliation of investment portfolios & calculations &/or investment performance calculations), (4)use of MS Office Software (e.g., Word, Access, Outlook), (5)use of MS Excel, (6)communicating, both verbally & in writing to various levels within the organization.
Ability to (1)read, interpret & analyze technical financial materials, (2)recommend any accounting & reporting changes as needed & as required*, (3)deal with complex & technical fiscal variables*, (4)gather, collate, classify information about data, people, things, (5)coordinate reconciliation between financial parties & maintain professional verbal & written communications with bank, master record keeper, & outside investment managers, (6)prepare complex financial accounting reports*, (8)prepare &/or edit technical fiscal material*, (9)handle complex financial accounting issues in verbal & written form*, (10)prepare meaningful, accurate & concise reports to include accurate recommendations, (11)use proper research methods to gather data.
Organization
Workers' Compensation
Agency Contact Name and Information
Matthew Palte- HCM Sr. Analyst: Matthew.P.2@bwc.ohio.gov
Unposting Date
Oct 15, 2025, 10:59:00 PM
Work Location
William Green Building
Primary Location
United States of America-OHIO-Franklin County-Columbus
Compensation
$30.55 - $44.74
Schedule
Full-time
Work Hours
40
Classified Indicator
Classified
Union
OCSEA
Primary Job Skill
Accounting and Finance
Technical Skills
Accounting and Finance
Professional Skills
Analyzation, Attention to Detail, Ethics and Values, Time Management, Written Communication
Agency Overview
A Little About Us:
With roughly 1,500 employees in seven offices across Ohio, BWC is the state agency that cares for Ohio workers by promoting a culture of safety at work and at home and ensuring quality medical and pharmacy care is provided to injured workers.
For Ohio employers, we provide insurance policies to cover workplace injuries and safety and wellness services to prevent injuries.
Our Culture
BWC is a dynamic organization that offers career opportunities across many different disciplines.BWC strives to maintain an inclusive workplace.We begin by being an equal opportunity employer.Employees can participate in and lead employee work groups, participate in on-line forums and learn about how different perspectives can improve leadership skills.
Our Vision
To transform BWC into an agile organization driven by customer success.
Our Mission
To deliver consistently excellent experiences for each BWC customer every day.
Our Core Values
One Agency, Personal Connection, Innovative Leadership, Relentless Excellence.
Salary : $31 - $45
