Core Financial Analyst

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

Job summary

Brown Brothers Harriman (BBH) is seeking a Core Financial Analyst in Boston to move beyond routine accounting and engage in policy initiatives, real estate and pension accounting, insurance, and audits. You’ll present directly to the CFO and Audit Committee, gaining exposure to the general ledger and accounts payable within a global firm.

BBH offers an opportunity for growth in a project-based role designed for high performers with a strong accounting foundation and the ambition to expand

Qualifications

• CPA license strongly preferred or in progress for licensure in your state.
• 3–5 years of public accounting experience (Big 4 preferred) or in a financial institution or investment bank.
• Strong written and verbal communication, with ability to explain financial results to non-financial audiences.
• Advanced Excel skills and polished PowerPoint presentation abilities.

Responsibilities

• Lead employee benefit plan audits and prepare pension and 401(k) plan financial statements.
• Monitor monthly plan investment statements and manage external auditors relationship.
• Assist in accounting for plans from sponsor perspective and maintain policies for benefit plans.
• Support occupancy/real estate accounting and lease models with policy managers.
• Assist in insurance portfolio management, insurance submissions, and interactions with brokers.
• Lead ad-hoc financial analysis projects and prepare executive-ready materials.

Skills

Written and verbal communication

Advanced Excel

PowerPoint/presentation skills

Attention to detail

Education

CPA license

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. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

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. Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors. As a private partnership, we are uniquely built to put clients first and create success that lasts. We believe our success starts with yours. At BBH, partnership is more than just a form of ownership—it’s our approach to business and relationships. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective. BBHers can pick up the phone and call any colleague, and they are happy to help – which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. Delivering for our clients and each other energizes us. 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. 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. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.