Accounting & Finance Analyst

External Description

Living Our ValuesAll associates are guided by Our Values. Our Values are the unifying foundation of our companies. We strive to ensure that every decision we make and every action we take demonstrates Our Values. We believe that putting Our Values into practice creates lasting benefits for all of our associates, shareholders, and the communities in which we live.Why Join Us

• Career Growth: Advance your career with opportunities for leadership and personal development.
• Culture of Excellence: Be part of a supportive team that values your input and encourages innovation.
• Competitive Benefits: Enjoy a comprehensive benefits package that looks after both your professional and personal needs.

Total RewardsOur Total Rewards package underscores our commitment to recognizing your contributions. We offer a competitive and fair compensation structure that includes base pay and performance-based rewards. Compensation is based on skill set, experience, qualifications, and job-related requirements. Our comprehensive benefits package includes medical, dental, and vision insurance, wellness programs, retirement plans, and generous paid leave. Discover more about what we offer by visiting our Benefits page.

 

A Day In The LifeThe Accounting & Finance Analyst I supports core accounting, investment oversight, and financial analysis activities. This role partners closely with Accounting, Finance, and external service providers to ensure accurate reporting, strong controls, and well-prepared financial insights. The position offers exposure to investment accounting, financial analytics, and insurance-related processes, providing a strong foundation for career growth within finance and accounting.

 

As a Acctg & Finance Analyst I you will:

• Investment Accounting Oversight
• Liaise with third-party provider to oversee monthly investment accounting and reporting
• Review investment reports for accuracy, completeness, and alignment with internal records
• Investigate and resolve discrepancies in partnership with external providers and internal teams
• Assist with documentation and support for audits related to investments
• Investment Committee Support
• Coordinate and compile materials for Investment Committee meetings
• Prepare investment summaries, performance reporting, and supporting schedules
• Ensure timely distribution of materials and maintain organized documentation
• Financial Statement Analytics
• Perform balance sheet and income statement analysis (actual vs. actual comparisons)
• Identify key drivers of period-over-period changes and variances
• Prepare supporting schedules and provide insights to Accounting and Finance leadership
• Cash Flow Analysis
• Support cash flow monitoring and analysis
• Track inflows and outflows and assist in forecasting and reporting activities
• Help ensure cash activity is accurately reflected in financial records
• Collateral Trust Oversight
• Assist in monitoring collateral trusts to ensure compliance with Investment Policy Statements (IPS) and regulatory requirements
• Track asset levels, eligibility, and concentration limits
• Support reporting and documentation for internal and external stakeholders
• General Accounting Support
• Assist with reconciliations, schedules, and reporting deliverables as assigned
• Support month-end close processes as needed
• Maintain organized workpapers and documentation for audit readiness

 

What We Need From You

• Bachelor's Degree in Accounting, Finance, or related field required Req
• less than 1 year intern or co-op experience in Accounting or Finance preferred Preferred
• Exposure to investments, insurance, or financial services is a plus
• Technical Skills - Solid understanding of:
• o Financial statements (balance sheet, income statement, cash flow)
• o Accounting principles (GAAP familiarity preferred)
• Proficiency in Excel (e.g., pivot tables, VLOOKUP/XLOOKUP, basic data analysis)
• Familiarity with financial systems or data tools is a plus
• Core Competencies
• Strong attention to detail and accuracy
• Analytical and problem-solving skills
• Ability to manage multiple priorities and meet deadlines
• Clear communication and collaboration skills
• Eagerness to learn and grow in accounting and finance

Physical and Environmental RequirementsThe physical requirements described here are representative of those that must be met by an associate to successfully perform the essential functions of the job. While performing the duties of the job, the associate is required on a daily basis to analyze and interpret data, communicate, and remain in a stationary position for a significant amount of the work day and frequently access, input, and retrieve information from the computer and other office productivity devices. The associate is regularly required to move about the office and around the corporate campus. The associate must frequently move up to 10 pounds and occasionally move up to 25 pounds.

 

Travel Requirements10% Periodic travel may be required

 

Join UsThe Friedkin Group and its affiliates are committed to ensuring equal employment opportunities, including providing reasonable accommodations to individuals with disabilities. If you have a disability and would like to request an accommodation, please contact us at [email protected]. We celebrate diversity and are committed to creating an inclusive environment for all associates.We are seeking candidates legally authorized to work in the United States, without Sponsorship.

 

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