Financial Analyst II

🔥 9 minutes ago

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Horace Mann

1001 - 5000 employees

Founded 1945

💸 Finance

📚 Education

Insurance • Finance • Education

Horace Mann is a company that provides comprehensive insurance and financial solutions tailored for educators and public sector workers. The company offers a wide range of insurance options including auto, home, renters, liability, life, and supplemental insurance. In addition to insurance, Horace Mann provides retirement and financial strategies, such as 529 College Savings Plans, investment management, and student loan solutions designed specifically to help educators. They are committed to supporting educators through various programs, workshops, webinars, and partnership initiatives that aid in professional and personal financial wellness. Horace Mann is recognized for its strong financial stability and ethical governance practices, ensuring security and privacy for its nearly one million educator clients across the nation.

📋 Description

• Process and reconcile investment trading and cash activity in the investment accounting system • Run valuation process and perform related controls • Prepare net investment income analysis and management reporting • Prepare assigned investment disclosures on STAT and GAAP basis • Prepare assigned investment regulatory reports, e.g. Schedule D • Assist with audit inquiries both GAAP and STAT • Ensure compliance with financial reporting standards and company policies. • Manage the expectations of both internal and external parties as it relates to deliverables and deadlines. • Identify opportunities to enhance financial systems and reporting methods. • Streamline processes by leveraging automation. • Collaborate with senior management and functional teams to improve financial processes and reporting accuracy. • Ensure data management integrity and control considerations are maintained in financial reporting tools. • Use thoughtful judgement with appropriate pushback for reporting redundancies and consolidation.

🎯 Requirements

• Bachelor's degree in Finance, Accounting or a related field. • 2-4 years of experience in financial analysis, data manipulation, process improvements through technology. • Ability to manipulate and rationalize large datasets. • Advanced Microsoft Excel knowledge. • Ability to interpret and apply financial and analytical techniques effectively. • Knowledge of ePAM is a plus.

🏖️ Benefits

• Salary is commensurate to experience, location, etc.

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