Senior Financial Analyst

Virtus Investment Partners
Oct 13, 2016
Nov 01, 2016
Employer Type
Direct Employer
Employment Type
Full Time
SUMMARY: The Senior Financial Analyst will be responsible for developing and maintaining critical financial analyses to support corporate functions and affiliated investment managers. The position will report to the Director of Financial Planning & Analysis. DUITES AND RESPONSIBLITIES: Assist in preparation of quarterly earnings release and earnings presentation Assist in the preparation and analysis of financial material to support Board of Directors' meetings Assist in executing all aspects of preparation, integration, consolidation, and analysis of the annual planning process Assist in consolidating AUM information for monthly and quarterly reporting Develop revenue and expense analyses to support monthly and quarterly financial reviews Maintain and enhance affiliate level profitability models and quarterly affiliate management reports Assist in modeling monthly calculations of retail sales incentive payments Assist with competitor analysis activities Assist with internal financial reporting process and preparation of CFO back-up materials Assist in preparing 15-C board reporting and compliance documentation. QUALIFICATIONS: Bachelors degree and 3-6 years of experience preferred. Applies expertise and knowledge of a specific technical or functional area; CPA, MBA, or CFA Preferred; Experience with IBM, Cognos, TM1 planning system or equivalent preferredSolves moderately complex problemsExchanges complex information effectively to reach agreement in ambiguous or difficult situationsWorks independently under limited supervision Category: Finance , Keywords: Senior Financial Analyst