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Sr. Financial Analyst

Sr. Financial Analyst

CompanySun Life
LocationNeedham, MA, USA
Salary$78000 – $117000
TypeFull-Time
DegreesBachelor’s
Experience LevelSenior

Requirements

  • Ability to work with a diverse group of people
  • Bachelor’s degree in finance, Accounting or related major
  • 3-5 years of experience in financial planning & analysis in the financial services or insurance industry
  • Excellent analytical, problem solving, and organizational skills, as well as attention to detail and accuracy
  • Demonstrated ability to meet deadlines on a consistent basis
  • Demonstrated ability to establish excellent team-oriented interpersonal working relationships across multiple functions
  • Demonstrated ability to adapt successfully to changing and dynamic business requirements and expectations and short deadlines
  • Strong interpersonal and communication skills as this position has direct contact with numerous departments within the company
  • Experience with SAP and Analysis for Office (AFO) and superior Microsoft Excel and PowerPoint skills

Responsibilities

  • Prepare and distribute monthly and quarterly financial templates to business units communicating requirements and timing of deliverables
  • Consolidate and analyze the U.S. financial reporting deliverables including the monthly income forecast, Key Performance Indicators (KPI), Quarterly Financial Review (QFR) package, and other internal and external management reporting deliverables
  • Collaborate with business units and other financial partners to ensure consistent and accurate management reporting
  • Maintain a results-oriented approach to ensure that deadlines are met, based upon a comprehensive understanding of all associated processes, functions, and timelines
  • Proactively solve problems and identify ways to improve processes
  • Develop financial analysis for both internal and external presentations

Preferred Qualifications

  • Advanced degree (MBA, MF) or certification (CPA) beneficial