Financial Analyst II

Responsibilities

• Process and reconcile investment trading and cash activity in the investment accounting system
• Run valuation processes and perform related controls
• Prepare net investment income analysis and management reporting
• Prepare assigned investment disclosures on STAT and GAAP basis
• Prepare assigned investment regulatory reports, such as Schedule D
• Assist with GAAP and STAT audit inquiries
• Identify opportunities to enhance financial systems and reporting methods through automation
• Collaborate with senior management to improve financial processes and reporting accuracy

Requirements

• Bachelor's degree in Finance, Accounting, or a related field
• 2-4 years of experience in financial analysis or data manipulation
• Advanced Microsoft Excel knowledge
• Ability to manipulate and rationalize large datasets
• Experience with process improvements through technology

Preferred Qualifications

• Knowledge of ePAM

About the Company

Horace Mann is a purpose-driven company dedicated to educators. Founded in 1945, the company provides insurance and financial products tailored to the needs of school district employees and helps them protect their assets and prepare for the future.