Finance Data Analyst (Charlotte, NC (Hybrid) or Remote) ID-1176
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
We’re looking for people who have:
- 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
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 $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.
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.
