Sr Financial Analyst

Computershare; Wilmington (DE); Remote; USD 90,000 - 115,000; Full time

Benefits offered by this job

Paid parental leave

Flexible working

401k matching

Job summary

Computershare is seeking a Senior Financial Analyst to join our Fund Services division in a remote US-based role. You will partner with Sales, Client Services and Strategy to drive revenue growth and profitability through forecasting, budgeting, and strategic analyses.

The ideal candidate has 5-8 years in FP&A, advanced Excel and PowerPoint skills, and a finance-related degree; an MBA/MSF is preferred. This role offers flexible working arrangements and global collaboration across teams.

Qualifications

• 5-8 years of experience in financial analysis, FP&A, or related finance
• Advanced proficiency in Microsoft Excel, including financial modeling, forecasting, and data analysis
• Strong presentation skills with proficiency in Microsoft PowerPoint
• Bachelor's degree in Finance, Accounting, Business, or related discipline
• MBA, MSF, or related postgraduate qualification preferred

Responsibilities

• Provide financial analysis and reporting to support business growth and operational efficiency, including month-end close activities, budget-to-actual reviews, prior-year comparisons, trend analysis, and preparation of revenue and expense journal entries as required.
• Lead the monthly forecasting and annual budgeting process in partnership with Global Finance, ensuring accurate financial planning and performance tracking.
• Monitor business performance, identify financial risks and opportunities, and provide actionable insights to support decision-making.
• Support the implementation of global finance and procurement systems, ensuring compliance with financial processes, controls, and reporting requirements.
• Develop, maintain, and enhance financial models to support budgeting, forecasting, strategic planning, and business initiatives.
• Evaluate business cases, pricing strategies, and strategic projects, and prepare executive-level analyses and presentations to support leadership decisions.
• Partner with Sales, Business Development, and Client Services teams to prepare and review client cost estimates, pricing proposals, and customer invoices.
• Manage the preparation, calculation, and administration of bi-annual sales incentive programs, ensuring accuracy and alignment with business objectives.

Skills

Financial analysis

Forecasting

Budgeting

Stakeholder management

Advanced Excel

Data analysis

Education

Bachelor's degree in Finance, Accounting, Business

MBA or MSF preferred

Tools

Excel

PowerPoint

Job description

JOB DESCRIPTION Senior Financial AnalystLocation: United States (Remote)

In this remote position you'll experience our supportive approach and the ability to balance work and life as part of our global team. Find out more at computershare.com/flex.

We give you a world of potential Computershare Fund Services (CFS) is the division within Issuer Services responsible for providing full-service proxy solutions for Mutual Funds, Closed-End Funds, ETFs, Interval Funds, REITs and Variable Life and Annuity products. In addition, CFS offers comprehensive compliance mailing solutions.

A role you will love The Sr Financial Analyst role operates within this division at a local level and works closely with Sales, Client Services, and Strategy, along with other CPU businesses and Shared Services at both a regional and global level. The Senior Financial Analyst serves as a key partner to Sr Management within Fund Services providing performance analysis, forecasting and budgeting, and strategic decision support to drive revenue growth, profitability, productivity improvements, and informed decision-making.

Other key duties and responsibilities are as follows:

• Provide financial analysis and reporting to support business growth and operational efficiency, including month-end close activities, budget-to-actual reviews, prior-year comparisons, trend analysis, and preparation of revenue and expense journal entries as required.
• Lead the monthly forecasting and annual budgeting process in partnership with Global Finance, ensuring accurate financial planning and performance tracking.
• Monitor business performance, identify financial risks and opportunities, and provide actionable insights to support decision-making.
• Support the implementation of global finance and procurement systems, ensuring compliance with financial processes, controls, and reporting requirements.
• Develop, maintain, and enhance financial models to support budgeting, forecasting, strategic planning, and business initiatives.
• Evaluate business cases, pricing strategies, and strategic projects, and prepare executive-level analyses and presentations to support leadership decisions.
• Partner with Sales, Business Development, and Client Services teams to prepare and review client cost estimates, pricing proposals, and customer invoices.
• Manage the preparation, calculation, and administration of bi-annual sales incentive programs, ensuring accuracy and alignment with business objectives.

What will you bring to the role?

• 5-8 years of experience in financial analysis, financial planning & analysis (FP&A), or a related finance function.
• Advanced proficiency in Microsoft Excel, including financial modeling, forecasting, and data analysis.
• Strong presentation skills with proficiency in Microsoft PowerPoint.
• Bachelor's degree in Finance, Accounting, Business, or a related discipline.
• MBA, Master of Science in Finance (MSF), or a related postgraduate qualification is preferred.

Business Partnership & Stakeholder Management

• Demonstrated experience partnering with business leaders within a global organization to support strategic and operational decision-making.
• Proven ability to influence senior stakeholders through insightful financial analysis and recommendations.
• Strong business partnering skills with the ability to build effective relationships across finance and cross-functional teams.

Leadership & Continuous Improvement

• Track record of delivering results against defined objectives, timelines, and performance targets.
• Experience driving process improvements and enhancing financial systems, controls, policies, and reporting frameworks.
• Ability to collaborate effectively with global teams and contribute to a high-performance culture.

Analytical & Problem-Solving Skills

• Strong analytical mindset with the ability to solve complex business and financial challenges.
• Experience analyzing large volumes of financial and operational data from multiple internal and external sources to generate actionable insights.
• Ability to work independently in a fast-paced, dynamic, and deadline-driven environment.
• Exceptional attention to detail with a commitment to accuracy and quality.

Impact & Results Orientation

• Extensive experience providing financial analysis and recommendations that support business performance and strategic decision-making.
• Proven ability to deliver high-quality outputs while managing multiple priorities and meeting tight deadlines.
• Strong focus on driving business value through financial planning, forecasting, and performance management.

Communication & Interpersonal Skills

• Excellent verbal and written communication skills with the ability to present complex financial information to diverse audiences.
• Strong interpersonal and relationship-building skills, with the ability to collaborate effectively across business units, functions, and geographic locations.
• Demonstrated ability to manage competing priorities and adapt to changing business requirements.

Risk & Conduct

• Act with integrity, professionalism, and accountability in all business activities.
• Exercise due skill, care, and diligence in the performance of your responsibilities.
• Maintain open and cooperative relationships with regulatory bodies, where applicable.
• Act in the best interests of customers and ensure they are treated fairly.
• Adhere to appropriate standards of market and business conduct.
• Complete all mandatory regulatory, compliance, and company training requirements within prescribed timeframes.

Rewards designed for you Paid parental leave, flexible working and a caring and inclusive culture Health and wellbeing rewards that can be tailored to support you and your family, including paid time off, observed holidays, medical, dental and vision plans Invest in your future with 401k matching, setting aside salary to purchase shares in our company and tax-advantaged flexible spending plans, including healthcare, dependent care and commuter Income protection. Our package includes short and long-term disability benefits, life insurance and supplemental life insurance And more. Ours is a welcoming and close-knit community, with experienced colleagues ready to help you grow. Our careers hub will help you find out more about our rewards and life at Computershare, visit computershare.com/careershub

Compensation:

The typical base pay range for this role is USD $90,000 - $115,000 This salary is specific to the United States and a direct currency conversion will not be representative of salaries in our other global locations. For salaries in other countries please reach out to the talent acquisition partner recruiting for this role.

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and all other applicable laws.

ABOUT US A company to be proud of

We're a global leader in financial administration with over 11,000 employees across more than 22 different countries. At Computershare, it's more than just a job, our open and inclusive culture means that we will help you to grow, to move forward and make the most of our world of opportunities.

Fairness and culture

We want to provide you with the opportunity to succeed on your own merits, starting from the application process and continuing throughout your career with us. Our goal is to create an environment where everyone feels valued, to remove barriers and obstacles and ensure equal opportunities for all. For support with accommodations or adjustments during our recruitment process please visit computershare.com/access for further information.

ABOUT THE TEAM

Since 1978, we've been trusted by companies around the globe to manage their shareholder registry, corporate actions and shareholder meetings and we're now the number one transfer agency in the world. As client needs evolved, so has our portfolio of services; extending our Issuer Services into equity and entity governance services to companies both public and private worldwide. Careers in Issuer Services could mean anything from assisting shareholders with their portfolios, enabling access to global markets or helping clients deliver on their equity and entity compliance requirements everywhere they operate.