Senior Financial Analyst, International Investment Expense recruitment
Functional Job Responsibilities:
Manage the yearly International Expenses Planning and Budgeting Process working with International Investments regional offices, International Home Office planning units, Morristown Investments departments and the countries. Review/Analysis all reports for data integrity and accuracy.
Prepare monthly International Expense Management actual/forecast report and perform variance analysis for Current vs Prior vs Budget for senior managers in Morristown, Investment senior officers in International regional offices and US International Home offices (Met Legacy and ALICO)
Responsible for coordinating monthly expense submissions from International Investments regional Offices, review templates for accuracy and analyze monthly attributions actual vs. prior vs. budget. Also responsible for uploading journal entries received from the International Investment regions.
Manage the process of International expenses cash settlement process working closely with Firms Inter-company cash settlement unit and International regions. Assist both parties with any questions related to expenses settlements between US and International.
Prepare quarterly Transfer Price report working closely with Morristown Investments advisors, International regions and countries. Prepare quarterly invoices to regions and countries.
Work with Investments Legal department to review Investments Service Legal Agreements and answer any questions related to the agreements
Work with US Tax department to ensure appropriate Transfer Pricing policies are applied for arms length charges to all foreign affiliates per US Tax rules and guidelines
Work with Baker McKenzie, outside legal consulting firm, to provide Transfer pricing calculations so they can assist Met Life with appropriate investment service charge bench mark analysis and Tax documentations to US Tax department and IRS
Prepare monthly International forecast for International US Home office (MIHI International and ALICO). Consolidate all investments charges to US International by working together with various groups within Met Life. Provide monthly variance analysis Current vs Prior.
Manage the entire process of obtaining all International investment expenses, including Transfer Pricing.
Independently manage the International Expense process with minimal management intervention.
Work with Audit to address and audit and/or documentation issues on International Expenses accounting and reporting.
Partner with a college on the domestic expense side to provide accurate forecast and variance analysis for International regions expenses.
Fulfill various ad-hoc requests and special projects
Lead project to automate reporting packages. Prepare required reports for senior management and International clients. Performs other duties as assigned or required.
Conduct meeting independently on a regular basis without manger’s supervision with international clients as well as domestic
Work on improving current process
Job Requirements
Minimum 8+ years of performing financial analysis and reporting in Finance area
CPA beneficial
BS in Finance or Accounting
Must have an ability to quickly identify issues and work on issues independently
Must have an experience in dealing with International client in reporting and accounting
Expertise in Microsoft Excel – Must be advanced level
Experience in variance analysis working with very large data and be able to attribute very high level quickly and know the details at the same time
Expertise in Met systems. Hyperion, FARO, PeopleSoft Ledger and IDEAS
Intermediate to Advanced skills in Microsoft Word and Powerpoint
Strong interpersonal skills with the ability to partner with business personnel at various levels within the organization, especially International
Strong oral and written communication skills.
Strong project management skills. Experience in managing projects preferred.
Must have an ability to handle multiple tasks and multiple priorities simultaneously.
Broad knowledge of Investments (assets and investment income)
Thorough knowledge of PeopleSoft Ledger system and accounting entries
Sound professional judgment and very strong analytical and organization skills
Goal oriented with superior attention to details
Must be able to work independently with minimum supervision