Core Financial Analyst

Brown Brothers Harriman; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Profit sharing

Healthcare benefits

Time off

Job summary

Brown Brothers Harriman (BBH) is seeking a Core Financial Analyst to move beyond routine accounting tasks and engage with senior leadership on policy and analyses across benefits, real estate, insurance, and projects. This role reports to the Controllers function and offers exposure to the CFO and Audit Committee.

The candidate should have a strong accounting foundation, solid analytical judgment, and a drive to expand responsibilities over time within a global financial services firm.

Qualifications

• CPA licensure preferred or candidate with hours toward licensure.
• 3–5 years of experience in public accounting (Big 4 preferred).
• Experience in financial services or investment banking is a plus.

Responsibilities

• Lead external audits and prepare financial statements.
• Shape accounting policy across four disciplines (benefit plans, real estate, insurance, and projects).
• Present results to the CFO and Audit Committee.
• Support lease accounting models and updates.
• Lead ad-hoc financial analysis projects and prepare presentations.
• Assist in monthly financial statement preparation.

Skills

Communication

Advanced Excel

PowerPoint

Detail-oriented

Project management

Education

CPA licensure or candidate

Tools

Excel

PowerPoint

Job description

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Position Summary

The Core Financial Analyst is an opportunity to move beyond recurring journal entries and reconciliations into work that reaches the most senior levels of the Firm. This unique project-based role combines accounting policy initiatives with the development of industry expertise in insurance and risk management, real estate and lease accounting, pension and 401(k) accounting and audits, and ad-hoc financial analysis. Rather than owning a single narrow process, you will develop a broad understanding of how a global firm's finances operate - including the general ledger and accounts payable functions - and present your work directly to the CFO and the Firm's Audit Committee.

The role reports into the Controllers function, to the Vice President leading the Projects Team. You will work with colleagues within the department along with other business lines throughout the firm. We are looking for a candidate with a strong technical accounting foundation, sound analytical judgment, and the ambition to increase their expertise and responsibilities over time.

WHY THIS ROLE STANDS OUT

• Early ownership: Manage external audits, prepare financial statements, and help shape accounting policy
• Exceptional breadth: Four distinct disciplines: benefit plans, real estate, insurance, and special projects, within a single role
• Senior-level visibility: Present directly to the CFO and the Firm's Audit Committee
• A platform for growth: Designed for high performers ready to build on their public accounting foundation

Principal Responsibilities

Employee Benefit Plan Audits

• Prepare pension and 401(k) plan financial statements
• Monitor (monthly) plan investment statements
• Manage the day-to-day relationship with the Firm's external auditors
• Assist in Company accounting for such plans from the plan sponsor perspective
• Maintain policies and procedures related to benefit plans

Occupancy / Real Estate Accounting

• Support Occupancy Controllers in financial analysis and reporting
• Support Accounting Policy Manager on lease accounting models and updates

Insurance

• Assist in managing the Firm’s Corporate Insurance Portfolio
• Prepare insurance submission materials, manage invoice submission for payments, respond to client insurance inquiries
• Participate in meetings with Insurance Brokers and Underwriters
• Assist in managing Insurance Strategy meeting and annual update with CFO

Projects

• Lead ad-hoc financial analysis projects and prepare the accompanying presentation materials
• Assist Occupancy Controller on monthly financial statement preparation
• Assist in preparation of the semi-annual Accounting Firm Fee Presentation for Audit Committee
• Assessing accounting best practices for new and existing activities and transaction flows

Qualifications

Experience and credentials

• CPA license strongly preferred, or currently sitting for the examinations with the hours required for licensure in your state
• 3 - 5 years of experience in public accounting (Big 4 preferred), a financial institution, or an investment bank

Skills And Attributes

• Strong written and verbal communication skills, with the ability to explain financial results clearly to non-financial audiences
• Advanced Excel skills and a high level of comfort working with data
• Polished presentation skills (PowerPoint, charts, executive-ready materials)
• Exceptional attention to detail and the organizational skills to manage multiple workstreams concurrently

Salary Range

$65,000 - $90,000 base salary + annual bonus opportunity

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck - providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

We value diverse experiences.

We value diverse experiences and transferrable skillsets.

About BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development - so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice - creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often - pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.