manager, finance in oakland

posted
contact
angelo hatzistratis, tatum executive services
job type
permanent
salary
US$ 110,000 - US$ 130,000 per year
apply now

job details

posted
location
oakland, california
job category
Finance & Economics
job type
permanent
working hours
9 to 5
salary
US$ 110,000 - US$ 130,000 per year
experience
6 Years
reference number
496377
contact
angelo hatzistratis, tatum executive services
phone
415-733-7530

job description

job summary:

Manager, Finance

Currently working with a mid-size growth financial services company that is looking for a Manager in their Finance department to oversee a particular business group within the organization from a finance, reporting and analysis prospective. Qualified candidates will have great finance skills, modeling background and experience working with larger data sets and SQL. Qualified candidates will have 6+ years of experience including 2 years of leadership/management experience and strong modeling and financial reporting background. Please apply for more information.

 
location: Oakland, California
job type: Permanent
salary: $110,000 - 130,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 6 Years
 
responsibilities:

The Manager is responsible for the management and administration of particular business group within this mid-size public financial services company. They will be responsible for data analytic requests, as well as managing the ongoing reporting and compliance of company agreements. The Manager will also analyze data, correlating requirements of transactions to business processes and associated data, and propose and develop process solutions for business partners.

JOB DUTIES & RESPONSIBILITIES

  • Manage the reporting and compliance team, reviewing outputs to ensure deliverables are complete, accurate and timely.
  • Participate as a core corporate analytics team member in structuring and preparing data for new deal evaluation.
  • Liaise between partners and the organization. Investigate and respond to reinsurance partner inquiries.
  • Review quota-share reinsurance and structured reinsurance deal and contract terms and work in collaboration with Finance, Legal, Risk and IT to ensure contractual and regulatory compliance.
  • Develop a thorough understanding of the upstream and downstream impact of quota-share and structured agreements and collaborate across the organization to ensure the agreements are appropriately integrated.
  • Support decision-makers at all levels of the organization through generation and communication of timely and thoughtful analysis and recommendations.
  • Collaborate with the IT Department on documenting business requirements and future system enhancements to aid in the development of advancing functionality.
  • Drive change management and control best practices, procedures and standards, and apply these to the reporting process.
  • Provide consultative input, based on data and experience, in support of Finance, Risk Management, Underwriting Operations, IT, Legal and Servicing.
  • Additional responsibilities include development of team members and support of the broader Finance, Legal and Risk teams including development and support of the Corporate Analytics team.
 
qualifications:

SKILLS & KNOWLEDGE

  • Bachelor's degree in accounting, finance, economics, a related field; or equivalent work experience. Master's degree or related industry certifications related to this position are a plus. Big 4 CPA a plus.
  • Minimum of five years of finance experience within financial services.
  • Minimum of three years of prior management experience.
  • Intermediate/advanced technical skills, including database query/SQL proficiency and advanced Excel analysis/modeling and data manipulation capabilities.
 
skills: Financial Analysis

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.

skills

Financial Analysis

qualification

SKILLS & KNOWLEDGE

  • Bachelor’s degree in accounting, finance, economics, a related field; or equivalent work experience. Master’s degree or related industry certifications related to this position are a plus. Big 4 CPA a plus.
  • Minimum of five years of finance experience within financial services.
  • Minimum of three years of prior management experience.
  • Intermediate/advanced technical skills, including database query/SQL proficiency and advanced Excel analysis/modeling and data manipulation capabilities.

responsibilities


The Manager is responsible for the management and administration of particular business group within this mid-size public financial services company.  They will be responsible for data analytic requests, as well as managing the ongoing reporting and compliance of company agreements.  The Manager will also analyze data, correlating requirements of transactions to business processes and associated data, and propose and develop process solutions for business partners.

JOB DUTIES & RESPONSIBILITIES

  • Manage the reporting and compliance team, reviewing outputs to ensure deliverables are complete, accurate and timely.
  • Participate as a core corporate analytics team member in structuring and preparing data for new deal evaluation.
  • Liaise between partners and the organization. Investigate and respond to reinsurance partner inquiries.
  • Review quota-share reinsurance and structured reinsurance deal and contract terms and work in collaboration with Finance, Legal, Risk and IT to ensure contractual and regulatory compliance.
  • Develop a thorough understanding of the upstream and downstream impact of quota-share and structured agreements and collaborate across the organization to ensure the agreements are appropriately integrated.
  • Support decision-makers at all levels of the organization through generation and communication of timely and thoughtful analysis and recommendations.
  • Collaborate with the IT Department on documenting business requirements and future system enhancements to aid in the development of advancing functionality.
  • Drive change management and control best practices, procedures and standards, and apply these to the reporting process.
  • Provide consultative input, based on data and experience, in support of Finance, Risk Management, Underwriting Operations, IT, Legal and Servicing.
  • Additional responsibilities include development of team members and support of the broader Finance, Legal and Risk teams including development and support of the Corporate Analytics team.

 

educational requirements

Bachelor's degree