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Sr. Financial Analyst
Company | Sun Life |
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Location | Needham, MA, USA |
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Salary | $78000 – $117000 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Senior |
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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