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Aegon · 1 day ago

Senior Financial Analyst

United States

Part-time

Remote

Mid, Senior Level

$78K/yr - $98K/yr

5+ years exp

Aegon is a company that specializes in financial services, and they are seeking a Senior Financial Analyst. The role involves performing accounting, financial reporting, and analysis functions while applying financial analysis knowledge to diverse and complex activities.

Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement

Responsibilities

Extracts financial data from various accounting and information systems to perform appropriate analyses

Analyzes financial data and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result

Analyzes differences between Reporting Basis (IFRS/GAAP/STAT/Capital)

Determines appropriate methodology to prepare information for use by others

Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions

Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis

Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting

Participates in monthly accounting processes to ensure accuracy and completeness of financial records

Participates on project teams or leads project teams

May participate in due diligence activities

Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company

Offers leadership and direction to others. May supervise others

Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required

Responsible for adherence to the company's framework of internal controls

Qualification

AccountingFinancial ReportingAdvanced ExcelPower BIOracle FinancialsAnalytical SkillsCommunication SkillsOrganizational SkillsTeamwork

Required

Bachelor's degree in Accounting or Finance and/or equivalent work experience

Minimum of 5 years experience, with degree

Advanced Excel skills

Power BI & Oracle Financials would be a plus

Preferred

Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium)

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