Finance Data Analyst (Charlotte, NC (Hybrid) or Remote)
Job title: Finance Data Analyst (Charlotte, NC (Hybrid) or Remote) in Charlotte, NC at Brighthouse Financial
Company: Brighthouse Financial
Job description: 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 Finance Data Analyst, you’ll be responsible for collaborating on data management tasks and supporting the Derivative Accounting Team in the reporting of Brighthouse Financials' investments with a primary focus on derivative instruments. You'll be working with the Derivatives team to modify existing report processes (Excel) into more streamlined, user-friendly technology solutions (PowerBI, PowerPivot, etc). Responsibilities will include converting existing reports with sumifs/v-lookups formulas from multiple datasets into more robust data management solutions. Over time, responsibilities will shift to maintaining the processes in place and further modifying/adapting reports to accommodate stakeholder requests (front office/middle office/ALM team). This role can also expand to supporting data management within other investment asset classes (Securities, Mortgages, Alts, etc.).In this role, you’ll get to:
- Develop dashboards and various reports in PowerBi to support the Derivative accounting team's transition from Excel/Formula driven reports to reports within PowerBi
- Train and support other members of the derivatives team in their development of PowerBi
- Assist management in monthly preparation and review of reconciliations
- Assist management in implementation of new accounting pronouncements impacting derivative data enrichment and management
- Support management’s initiative to expand or implement accounting for new derivative strategies
- Prepare documentation of processes and controls associated with the hedge accounting program
- Analyze and validate data from internal and external sources
- Develop accurate and timely ad hoc reports
- Analyze business critical data and recommend improvements
- Maintain accurate, meaningful and updated technical and non-technical documentation pertaining to all aspects of responsibilities
- Respond to questions from external and internal auditors, front office and financial reporting teams regarding qualifying derivatives, documentation & testing
- Support investments & derivatives disclosures in the 10-K, 10-Q, QFS, and stand-alone audited financial statements on a GAAP & Statutory basis
- Strong attention to detail
- Experience working with large data sets and data preparation/transformation
- A self-starter, who is driven and shows initiative
- Proven track record of managing data-driven projects and collaborating with stakeholders to achieve strategic business goals
- Advanced experience in PowerBi, SQL, Power Query, HDIngishts, Spark
- Advanced knowledge of Microsoft Excel and working with Pivot Tables, VLOOKUP/XLOOKUP, and other formulas
- Preferred Finance/Accounting Experience
- 4+ years experience in Data Analytics
- 4+ years experience in PowerBi
- Other preferred areas of experience: Python, JupyterNotebook, knowledge on connecting to HIVE and querying data
- Compensation – Base salary ranging from $85,000 - $105,000 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.
- Ranked by 2023 admitted assets. Best’s Review®: Top 200 U.S. Life/Health Insurers. AM Best, 2024.