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Financial Analyst, Financial Planning - Hartford, United States - Virtus Investment Partners
Description
Our employees are our most valuable asset.Job Description
Finance is responsible for all areas of financial management for the Company, including treasury, accounting, tax, audit, financial planning, investor relations, financial controls, capital management, and certain corporate development activities.
This role will be responsible for supporting critical reporting and analyses to support external financial reporting and internal business support management reporting for senior management and our affiliated investment managers.
The position will report to the Director, Financial Planning & Analysis.
This position will be based in Hartford, CT, and will work a hybrid schedule of three days in the office per week with changes as business needs arise.
Prepare monthly consolidation and reconciliation of assets under management ("AUM"), including external reporting on the 7th business day of each month
Perform analytics to ensure the reasonableness of AUM data received from investment accounting platforms
Analyze and communicate key drivers of AUM changes including flows and market performance
Support preparation of quarterly public earnings releases and investor call disclosures
Assist in certification of operating and financial information included in regulatory filings, investor presentations, employee communications, and corporate board reporting
Support preparation of quarterly management reports for affiliated investment managers
Support preparation of executive-level presentations and management reports to facilitate effective communication of the Company's actual and projected financial results
Ideal Qualifications
Bachelor's degree in accounting. CPA is preferred.
Two to five years of experience in financial reporting and analysis; prior experience in the asset management industry is a plus
Requires strong attention to detail
Technology orientation; relentlessly pursues automation of repetitive tasks
Expert in Microsoft Excel. TM1 experience is a plus
Programming experience with SQL and/or Python is a plus
Experience utilizing PowerBI or Tableau is a plus
Demonstrated financial skills, including the application of those skills
Ability to handle multiple assignments on a timely basis with a high degree of accuracy
The base salary range is $72,000 to $98,000.
The starting salary offer will vary based on the applicant's education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.
