Inclusively
Associate Financial Analyst
Inclusively, Boston, Massachusetts, us, 02298
Inclusively is partnering with a multinational financial services company to hire an Associate Financial Analyst. Please note: this role is NOT an internal position with Inclusively but with the partner company.ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).
Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.The RoleAssisting in the preparation and presentation of the monthly P&L and financial package and other reporting required by the annuity/insurance product division and broader Wealth organization.Working with finance colleagues and business partners to develop periodic forecasts, the annual budget, and multi-year financial plan.Preparing monthly journal entries and accruals.Working with business partners to ensure effective expense oversight/business investment.Identifying, researching, and reporting on trends impacting business performance.The Expertise and Skills You BringBachelor's degree required (preferably in Finance, Economics, or Accounting).Proficiency in Excel and PowerPoint required, basic skill level with Power BI desirable.Strong analytical and problem-solving skills with the ability to envision the "big picture" while maintaining close attention to detail.Strong interpersonal skills, including the ability to analyze complex issues, synthesize key points, and effectively communicate findings.Successfully collaborate with business partners and work effectively as part of a team.Flexible and work well in a fast-paced, dynamic environment with shifting priorities.The TeamYou will work as part of a team that supports the Investments Life Insurance business, which is the annuity/insurance business unit within our Wealth organization. FILI’s annuity and insurance products enable our customers to save for retirement and generate guaranteed lifetime income during retirement. The primary responsibilities of the team include decision support through the preparation and presentation of monthly business reviews to senior management, forecasting and budgeting, and providing ongoing finance support to FILI and the broader Wealth organization. The results of this analysis are used to help make actionable product and pricing decisions.
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Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.The RoleAssisting in the preparation and presentation of the monthly P&L and financial package and other reporting required by the annuity/insurance product division and broader Wealth organization.Working with finance colleagues and business partners to develop periodic forecasts, the annual budget, and multi-year financial plan.Preparing monthly journal entries and accruals.Working with business partners to ensure effective expense oversight/business investment.Identifying, researching, and reporting on trends impacting business performance.The Expertise and Skills You BringBachelor's degree required (preferably in Finance, Economics, or Accounting).Proficiency in Excel and PowerPoint required, basic skill level with Power BI desirable.Strong analytical and problem-solving skills with the ability to envision the "big picture" while maintaining close attention to detail.Strong interpersonal skills, including the ability to analyze complex issues, synthesize key points, and effectively communicate findings.Successfully collaborate with business partners and work effectively as part of a team.Flexible and work well in a fast-paced, dynamic environment with shifting priorities.The TeamYou will work as part of a team that supports the Investments Life Insurance business, which is the annuity/insurance business unit within our Wealth organization. FILI’s annuity and insurance products enable our customers to save for retirement and generate guaranteed lifetime income during retirement. The primary responsibilities of the team include decision support through the preparation and presentation of monthly business reviews to senior management, forecasting and budgeting, and providing ongoing finance support to FILI and the broader Wealth organization. The results of this analysis are used to help make actionable product and pricing decisions.
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