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Life Insurance • Annuities • Retirement Planning • Wealth Transfer
501 - 1000
September 10
Experience the power of collaborative thinking.
Life Insurance • Annuities • Retirement Planning • Wealth Transfer
501 - 1000
• Responsible for preparing investment portfolio forecasts and presentations to senior management. • Support multi-year plan process and collaborate with various teams. • Enhance investment portfolio performance reporting and provide insights. • Oversee financial planning related to investment portfolios and assist in SOX compliance.
• Bachelor’s Degree in Accounting or Finance • CPA or MBA preferred but not required • 7+ years related professional experience in financial reporting, investment accounting and/or FP&A required • STAT and GAAP investment accounting understanding preferred • Knowledge of annuity and life insurance products preferred • Advanced knowledge of Excel and PowerPoint required • Experience with general ledgers, databases and report writing is desired • Prior management experience preferred
Apply NowSeptember 10
51 - 200
Finance & Strategy Manager at dbt Labs, driving R&D financial planning.
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💵 $150k - $176k / year
⏰ Full Time
🟡 Mid-level
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💸 Financial Planning and Analysis
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🇺🇸 United States – Remote
💵 $100k - $130k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis
🗽 H1B Visa Sponsor
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September 6
51 - 200
Key member analyzing finances to drive strategic decision-making at ReUp Education.
🇺🇸 United States – Remote
💵 $100k - $125k / year
💰 Venture Round on 2021-08
⏰ Full Time
🟠 Senior
💸 Financial Planning and Analysis