Financial Analyst

Required Qualifications

• Bachelors Degree in Accounting
• 5+ years of related work experience

Preferred Qualifications

• Analytical skills
• SQL/data query experience 
• Finance experience
• Insurance industry experience 
• Project management and process improvement skills 
• Understanding of US GAAP/STAT accounting and reporting concepts
• Proven organizational skills
• Demonstrates ability to work independently and meet project deadlines within a fast-paced environment
• Knowledge of MS products (Excel/Access)
• Experience with SAP reporting tool

Skills:

Business Acumen: Knowledge of business concepts, tools, and processes that are needed for making sound decisions in the context of the company’s business; ability to apply this knowledge appropriately to diverse situations.

Finance and Accounting: Knowledge of finance and accounting practices, financial analysis, and reporting; ability to apply finance knowledge appropriately to diverse situations.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Financial Forecasting and Modeling: Knowledge of processes, tools and techniques of financial forecasting and modeling; ability to explore and evaluate alternative financial scenarios and results.

Financial Reporting: Knowledge of processes, methods, and tools of financial reporting; ability to create and maintain accurate and thorough financial reports.

Managing Expenses and Finances: Knowledge of the principle and methodology of finance management; ability to use the functions, tools and processes needed to manage financial assets and liabilities throughout the organization.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change.

ABOUT EQUITABLE

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

At Equitable, our power is in our people.

We’re individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you’ll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?

The Financial Analyst, Expense Allocation is a member of the Expense Allocation team within the Finance organization supporting the entire Enterprise. In this highly visible role you will have the opportunity to help develop the long-term strategic plans for allocation methodologies; drive efforts to improve efficiency and productivity of allocating over $120M in expense each month; and partner with senior leaders to identify, evaluate, prioritize and deliver strategic initiatives across the organization. It is an exciting time to come join our team! 

Responsibilities of the Financial Analyst include:

• Perform monthly analyses of expense drivers and work with Finance reps to update allocation inputs.
• Review and perform reconciliation of expenses to ensure allocations are complete and valid.
• Analyze and provide expense analysis across all reporting legal entities.
• Maintain adequate SOX 404 documentation for performed functions.
• Maintain system requirements for allocation drivers and rules.
• Perform basic project management tasks on projects throughout the organization.
• Supports special project requests

The base salary range for this position is $68,000 – $90,000.   Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility. 

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

 Equitable Pay and Benefits: Equitable Total Rewards Program

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