Senior Financial Analyst II

100 TIH Insurance Holdings, LLC; Charlotte (NC); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a Senior Financial Analyst II to provide strategic financial analysis and guidance across various business lines. In this role, you will collaborate with teams to ensure financial integrity and support decision-making through detailed reporting and analysis. Your expertise will drive financial performance evaluations and forecasts, while you maintain strong relationships with key stakeholders. This is a fantastic opportunity to contribute to impactful financial strategies in a dynamic environment, where your insights will shape the future of the organization.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401k

Paid Vacation

Sick Days

Holidays

Life Insurance

Disability Insurance

Stock Options

Qualifications

• 5+ years of experience in complex financial analysis.
• Strong analytical and problem-solving skills required.

Responsibilities

• Provide financial analysis and guidance for key business decisions.
• Prepare management insights to evaluate financial performance.

Skills

Financial Analysis

Communication Skills

Problem-Solving

Analytical Skills

Microsoft Office

Education

Bachelor's degree in Accounting or Finance

Master's degree or MBA

Tools

Essbase/Hyperion

EPM/BPC

Macros/VBA

Job description

Senior Financial Analyst II page is loaded

Senior Financial Analyst II

Apply locations Charlotte, NC | Full time | Posted Yesterday | Job requisition id R0000001149

The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one.

If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st Shift (United States of America)

Please review the following job description:

Serve as a strategic business consultant to specified lines of business (LOBs), providing financial analysis and guidance to support key decisions and initiatives, including new product development, pricing, profitability, expense efficiency, value creation ideas, new investment business cases, and potential divestiture or acquisition opportunities. Prepare management information and insights to guide decision-making and evaluate financial performance against plans, prior periods, and strategic goals. Support and develop recurring short- and long-term financial forecasts and the annual financial plan.

ESSENTIAL DUTIES AND RESPONSIBILITIES

1. Collaborate across the Finance division to ensure financial integrity, sound controls, and procedures. Support reporting and analysis for various constituencies, including the Board of Directors, Investor Relations, and regulatory agencies.
2. Apply in-depth knowledge within your professional discipline to produce relevant financial analysis and reporting.
3. Compile, review, analyze, and submit accurate monthly reports related to the Bank's financial performance or strategy, including projections, forecasts, regulatory interpretations, variance analysis, and trend summaries. Ensure data reliability and support data integrity initiatives. Interpret and summarize results for Senior Leadership.
4. Use experience and best practices to solve complex operational or technical problems through data analysis, judgment, and innovative solutions. Prepare materials for senior leadership discussing issues and solutions.
5. Review monthly financial close, forecasting, and planning processes for accuracy. Automate retrieval of financial data and develop economic models as needed, maintaining documentation to support data integrity.
6. Become a subject matter expert on products, fees, regulatory requirements, and business cycles. Maintain knowledge of GAAP and deepen understanding of complex accounting and profitability nuances.
7. Provide monthly performance review packages to LOB leadership, explaining changes and trends for discussions with Senior Financial Officers and Leadership. Monitor financial performance for specified LOBs to identify significant trends and opportunities.
8. Maintain strong relationships with supported business areas and cross-functional departments to ensure high-quality work and resolve complex issues.
9. Coordinate with internal and external audits and examinations, assisting in risk management and business continuity planning as needed.

QUALIFICATIONS

Required Qualifications:

• Bachelor's degree in Accounting or Finance, or equivalent.
• Five years of relevant experience with complex financial analysis.
• Ability to work independently and consider broader implications.
• Strong communication, analytical, problem-solving, and decision-making skills.
• Proficiency in Microsoft Office applications.

Preferred Qualifications:

• CPA, CMA, or CFA certification.
• Master's degree or MBA.
• Financial services or industry-specific experience.
• Proficiency in Essbase/Hyperion, EPM/BPC, or similar software.
• Experience with macros/VBA.

Benefits: All eligible employees working 20+ hours/week are eligible for benefits including medical, dental, vision, life insurance, disability, savings accounts, 401k, paid vacation, sick days, holidays, and possibly stock options or deferred compensation, depending on the division and position.

Equal Opportunity Statement: CRC supports a diverse workforce and is an Equal Opportunity Employer. We do not discriminate based on race, gender, religion, age, sexual orientation, disability, veteran status, or other protected classes. CRC is a Drug-Free Workplace.