Senior Financial Analyst - Expense Allocations

Responsibilities

• Build and maintain financial models that pull inputs from multiple systems to calculate expense prorates across legal entities and products.
• Perform monthly prorate maintenance, review change requests, load prorates in SAP, and validate allocated results.
• Assess monthly allocation outcomes for unallocated balances and investigate identified anomalies.
• Prepare quarterly statutory expense ratios for actuals and forecasts and conduct peer analysis using statutory financials to benchmark performance against the industry.
• Produce financial reports from diverse sources, consolidate databases, create spreadsheets, and interpret trends to drive insights.
• Document processes, procedures, and metrics while identifying and implementing internal controls in existing or new workflows.
• Maintain a strong internal control environment aligned with SOX requirements around expense allocations.
• Enhance or redesign processes to improve efficiency and effectiveness.
• Contribute to special projects and ad hoc analyses as needed.

Requirements

• Solid business analytics capabilities with strong attention to detail and organizational skills.
• Advanced proficiency in Excel, including pivots, index matches, and VLOOKUPs as needed.
• Experience with SAP, BPC, PaPM, and Analysis for Office is advantageous but not required.
• Ability to manage multiple tasks and deadlines in a dynamic environment.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work effectively both as part of a team and independently with a proactive approach.
• Minimum 2 years of related experience.
• BA/BS degree, preferably in Finance or Accounting.

Technologies

• Excel
• SAP
• BPC
• PaPM
• Analysis for Office

Benefits

• Compensation – Base salary $80,000 to $90,000 per year plus competitive performance-based incentives.
• Flexible Work Environment – Either remote or in-office work to support work-life balance.
• Paid Time Off – At least 20 days of PTO and 16 company holidays per year, plus paid volunteer time and paid study time.
• Financial Health – 401(k) with company match up to 6%, a non discretionary company contribution of 3% annually, and access to financial counseling.
• Health and Wellness – Medical, vision, and dental plans with tax-free health savings accounts and potential company contributions up to $1,000 per family.
• Family Support – Up to 16 weeks of paid leave for new parents, backup dependent care, dependent care FSA, and up to $25,000 lifetime maximum for adoption, infertility, or surrogacy journeys.
• Life and Disability Support – Company-paid basic life insurance and short-term disability coverage.

Where you'll work

Our flexible, hybrid work model provides the option to work remotely or in the Charlotte office to support professional and personal needs.