Sr. Financial Analyst (Charlotte, NC (Hybrid) or Remote)

Where you’ll work:
Our flexible, hybrid work model offers the option to work remotely or in the office.

How you’ll contribute: 

As a Sr. Financial Analyst you will drive the GAAP Footnotes and SOX/Audit processes for the actuarial valuation department. This entails gathering data from the valuation teams, meeting deadlines for quarterly reporting, finding efficiencies in quarterly reporting and managing the department’s SOX and Audit requests. This role will work with various stakeholders such as Valuation actuaries, Controllers Department, Technical Accounting, SEC Department, Internal Audit and FCD Departments. This role will perform monthly and quarterly tasks, work effectively and diligently to resolve issues, and work on ad-hoc projects as assigned. The successful candidate will blend a solid foundational financial skillset with the desire and ability to understand the businesses we support.

In this role, you’ll get to:

• Own the GAAP footnote process for Actuarial team, which entails gathering data from various teams, analyzing the data, submitting within prescribed timelines
• Own the SOX documentation process for Actuarial Valuation team
• Manage quarterly Audit Requests for Actuarial Valuation team
• Complete Quarterly GAAP Reconciliations
• Research and complete analysis on issues found in Valuation and ledger reconciliations
• Research GAAP requirements for footnotes and disclosures
• Support STAT processes as needed
• Provide and implement recommendations for process efficiencies in both automated and manual areas
• Develop and maintain strong relationships with our Business Partners
• Lead process improvement opportunities
• Ad-hoc requests and business partnering with key stakeholders (accounting, finance, audit, etc.)

We’re looking for people who have: 

• BA/BS degree, preferably in Finance or Accounting
• 2+ years of financial analysis or accounting experience required
• Advanced Microsoft Excel skills (macros, pivot tables and advanced formulas)
• Experience with financial reporting systems (SAP preferred)
• Effective business analytical abilities, attention to detail and organizational skills
• Strong analytical, problem solving, and communication skills
• Creates Partnership within the actuarial department to successfully drive business objectives
• Ability to handle multiple complex tasks under aggressive timelines
• Self-motivated with the ability to take the initiative to make changes

Research shows some people may not apply for a role if they don’t check all the boxes of a job description. If you don’t check every box listed, that’s okay. We would love to hear from you.

What you’ll receive:

• Compensation – Base salary ranging from $80,000 - $90,000 plus competitive performance-based incentives determined by company and individual results.
• Flexible Work Environment – Work remotely or in the office to better thrive in all areas of life.
• Paid Time Off – Recharge with a minimum of 20 days of paid time off and 16 paid company holidays per calendar year plus paid volunteer time and paid study time.
• Financial Health – Work toward achieving your financial goals through our 401(k) savings plan with company match (up to 6%) and annual company nondiscretionary contribution (3%), 15% employee stock purchase plan discount, and financial counseling services.
• Health and Wellness – Enjoy competitive medical, vision, and dental plans plus tax-free health savings accounts with potential company contributions up to $1,000 per family.
• Family Support – Care for loved ones with up to 16 weeks of paid leave for new parents, back-up dependent care, dependent care flexible spending account, and up to a $25,000 lifetime maximum during your adoption, infertility, or surrogacy journey.
• Life and Disability Support – Gain access to company-paid basic life insurance and short-term disability insurance.

The company and your department may occasionally gather in person throughout the year to foster a culture of belonging and promote team building. We’d love for you to join us during those company-wide and department-wide events to help you strengthen connections across the company.

Why join us?
Brighthouse Financial is on a mission to help people achieve financial security. Our company is one of the largest providers of annuities and life insurance in the U.S.,* and we specialize in products designed to help people protect what they’ve earned and ensure it lasts.

We empower employees to collaborate, bring their passion to work, and make an impact. Our inclusive work environment fosters a culture that celebrates diverse backgrounds and experiences. You can find out more about our company culture by visiting brighthousefinancial.com/about-us/careers/.

We’re one of the largest providers of annuities and life insurance in the U.S.,* and our commitment to being a great place to work has earned us recognition from Forbes as one of America’s Best Midsize Employers, from Newsweek as one of the Most Trustworthy Companies in America, and as one of the Healthiest Employers of Greater Charlotte.

* Ranked by 2023 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2024.