Senior Financial Analysis Manager

March 24

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Empower

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Empower is a financial services company that provides personalized investment and advice solutions to help individuals achieve financial freedom throughout their lives. It offers a range of wealth management services including private client investment management, socially responsible investing, retirement planning, and personal strategy services tailored for various investment needs. With innovative tools such as the Empower Personal Dashboard, clients can consolidate their financial information, plan for retirement, and make informed money decisions.

10,000+ employees

💸 Finance

💳 Fintech

📋 Description

• The Sr Financial Analysis Empower Manager is responsible for managing major aspects of the implementation and maintenance of an effective financial planning and analysis capability for the organization. • This strategic individual contributor is instrumental in the development of revenue models and analytics that measure and forecast performance for several assigned business areas. • The role is responsible for developing and preparing reporting, partnering with the business to create expense budgets, and performing various ad hoc analytics to support business growth. • Provide in-depth analysis on the profitability of the in-force block of business, including developing differentiated profitability targets and aligning with senior business leaders to achieve results. • Develop detailed analytics and financial reporting on the profitability of new business sales and present results to senior leaders within Finance and the business. • Support the business in the development of segment sales and product goals, ensuring that the profitability objectives of the business are reflected in annual and long-term planning. • Consult with business leaders to provide trend analysis, scenario models, and ad hoc reports to enable organizational performance measurement and decision-making processes. • Interpret past financial performance, document drivers and assumptions, and prepare observations and forecasts of future performance. • Continuously improves the look and feel of critical financial reporting that emanates from various factions within Finance to the business to enable more efficient production and expedient decision-making. • Create custom analyses and presentations for various audiences to influence the financial trajectory of the business. • Present financial results to senior leaders in both the business and finance. • Manage the annual expense budget process including gathering information from throughout the organization, allocating the expenses to lines of business and types of costs captured. • Oversee the preparation of accurate, timely and comprehensive monthly expense reports for executive management including comparison to prior periods and budget with detailed analysis of the drivers for variances gathered through discussion with cost center managers. • Maintain a strong knowledge of the drivers associated with expense fluctuations based upon types of products sold and the service models related to those products. • Other duties as assigned.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting or related field • Advanced degree, MBA or CPA preferred • Minimum nine (9) years of experience in progressive accounting and/or finance roles • Strong communication skills and ability to work with all levels of management and staff • Robust analytical skills, with the ability to problem solve • CPA, MBA and/or public accounting experience preferred • Experience with SAP (or comparable expense allocation systems) and Data Warehouse strongly desired • Previous experience with month/quarter end close in a complex financial environment highly preferred • Agile and organized with the ability to prioritize and manage multiple demands • Must be detail-oriented and able to work within prescribed deadlines • Able to proactively anticipate issues, provide recommendations, and communicate key issues at the right level at the right time • Embodies a continuous improvement mindset • Advanced proficiency in MS Office, particularly Excel.

🏖️ Benefits

• Medical, dental, vision and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the option to wear jeans • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year • Paid volunteer time — 16 hours per calendar year • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.