Financial Analyst II

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future."> Financial Analyst II-Horace Mann-Remote

Financial Analyst II

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

Remote

Horace Mann

We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs.  We help educators identify their financial goals and develop plans to achieve them.  This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.

https://boards.greenhouse.io/horacemannservicecorporation

keywords: position summary,analysis,reporting,process improvement & business support,education,experience,skills

Finance & Planning

$61,900.00 - $91,300.00

Overview: Horace Mann is a purpose-driven company that is passionate about educators. The Investment Accounting Financial Analyst II plays a critical role in investment accounting operations maintaining the investment accounting subledger.  This position is responsible for financial analytics and management reporting that helps to drive informed decision-making. The ideal candidate will have strong analytical skills, experience with financial software, and the ability to manage multiple reporting responsibilities.  Entity of type com.vizirecruiter.common.domain.model.Label with id: 7159

Responsibilities:

Financial Analysis & Reporting

• Process and reconcile investment trading and cash activity in the investment accounting system
• Run valuation process and perform related controls
• Prepare net investment income analysis and management reporting
• Prepare assigned investment disclosures on STAT and GAAP basis
• Prepare assigned investment regulatory reports, e.g. Schedule D
• Assist with audit inquiries both GAAP and STAT
• Ensure compliance with financial reporting standards and company policies.
• Manage the expectations of both internal and external parties as it relates to deliverables and deadlines. 

Process Improvement & Business Support

• Identify opportunities to enhance financial systems and reporting methods.
• Streamline processes by leveraging automation.
• Collaborate with senior management and functional teams to improve financial processes and reporting accuracy.
• Ensure data management integrity and control considerations are maintained in financial reporting tools.
• Use thoughtful judgement with appropriate pushback for reporting redundancies and consolidation. 

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Requirements:

• Education: Bachelor's degree in Finance, Accounting or a related field.
• Experience: 2-4 years of experience in financial analysis, data manipulation, process improvements through technology.
• Technical Skills:
• Ability to manipulate and rationalize large datasets.
• Advanced Microsoft Excel knowledge.
• Ability to interpret and apply financial and analytical techniques effectively.
• Knowledge of ePAM is a plus
• Soft Skills:
• Strong problem-solving and decision-making skills
• Ability to manage multiple priorities and meet deadlines
• Excellent communication and collaboration skills
• Attention to detail
• Highly organized
• Team player

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