Role OverviewThe Sr. Financial Analyst (Investment Accounting) will evaluate and coordinate outside investment manager trade communication with the custodial bank and master record keeper. The role will review daily investment manager bank reconciliations to ensure accuracy and timeliness and work with outside parties to resolve reconciling items. The Sr. Financial Analyst will design and prepare ad hoc financial investment accounting reports and conduct special projects. The role will also monitor investment portfolio to ensure compliance with BWC's Investment Policy and the contract the investment manager was hired to manage.
What You Will Do
The Sr. Financial Analyst will evaluate and coordinate outside investment manager trade communication with the custodial bank and master record keeper. The role will review daily investment manager bank reconciliations to ensure accuracy and timeliness and work with outside parties to resolve reconciling items.
Why It Might Be a Fit
The Sr. Financial Analyst will work in a dynamic organization that offers career opportunities across many different disciplines. The role will require strong critical thinking skills to manage time efficiently, prioritize tasks, resolve issues, and develop well-supported conclusions.
Requirements
- 42 mos. exp. or 42 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.
- Completion of undergraduate core program in business administration, accounting, finance or related field; 18 mos. exp. or 18 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.
- Completion of graduate core program in business administration, accounting, finance or related field; 6 mos. exp. or 6 mos. trg. in accounting &/or finance to include an advanced level of experience in spreadsheet software.
- 12 mos. exp. as Financial Analyst, 66562.
Benefits
- Medical Coverage
- Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
- Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
- Childbirth, Adoption, and Foster Care leave
- Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
- Public Retirement Systems (such as OPERS, STRS, SERS, and HPRS) & Optional Deferred Compensation (Ohio Deferred Compensation)
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