Performs accounting, financial reporting and analysis functions for the Investment Reporting team within the Finance department. Responsible for applying financial analysis knowledge and judgment to activities that are diverse and complex.
Requirements
- Bachelor's degree in Accounting or Finance and/or equivalent work experience.
- Minimum of 5 years experience, with degree.
- Advanced Excel skills.
- Solid knowledge of accounting/financial area preferred (for example, investments – particularly alternative assets such as private equity and tax credits, insurance products, premium).
- Background with Oracle and Clearwater tools preferred.
- Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical.
- Work effectively individually and within a team; organizational and prioritization skills.
Benefits
- Competitive Pay
- Bonus for Eligible Employees
- Benefits Package
- Pension Plan
- 401k Match
- Employee Stock Purchase Plan
- Tuition Reimbursement
- Disability Insurance
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Employee Discounts
- Career Training & Development Opportunities
- Paid Time Off starting at 160 hours annually for employees in their first year of service.
- Ten (10) paid holidays per year (typically mirroring the New York Stock Exchange (NYSE) holidays).
- Be Well Company holistic wellness program, which includes Wellness Coaching and Reward Dollars
- Parental Leave – fifteen (15) days of paid parental leave per calendar year to eligible employees with at least one year of service at the time of birth, placement of an adopted child, or placement of a foster care child.
- Adoption Assistance
- Employee Assistance Program
- College Coach Program
- Back-Up Care Program
- PTO for Volunteer Hours
- Employee Matching Gifts Program
- Employee Resource Groups
- Inclusion and Diversity Programs
- Employee Recognition Program
- Referral Bonus Programs
