Corporate Finance Lead Analyst

Posted:
12/18/2024, 4:00:00 PM

Location(s):
Boston, Massachusetts, United States ⋅ Massachusetts, United States

Experience Level(s):
Senior

Field(s):
Finance & Banking

Workplace Type:
Hybrid

At MFS, you will find a culture that supports you in doing what you do best. Our employees work together to reach better outcomes, favoring the strongest idea over the strongest individual. We put people first and demonstrate care and compassion for our community and each other. Because what we do matters – to us as valued professionals and to the millions of people and institutions who rely on us to help them build more secure and prosperous futures.

THE ROLE

The Corporate Finance Lead Analyst works independently on activities relating to accounting and financial reporting and related analytics for assigned business units as well as special projects. Overseeing the maintenance of books and records for strategic business unit; guides preparation of financial forecasts and budget reports and performs ad-hoc analysis.


WHAT YOU WILL DO

  • Performs the monthly financial close for managerial business unit(s) and legal entities inclusive of reconciliations, data maintenance and financial proofs. Prepares monthly financial and managerial reports.
  • Performs accounting functions and financial analysis functions related to assigned strategic business unit(s) and related legal entities and to assist in decisions regarding products, operations, and other ad-hoc requests.
  • Contributes to accounting policies and procedures to ensure compliance with internal controls (includes Internal Controls over Financial Reporting) and standard operating procedures.
  • Works independently and with others in Corporate Finance to improve accounting procedures and processes.
  • Reviews and monitors progress on key functions (for example, client billing and collections, financial intermediary payments, or other similar functions).
  • Communicates, presents and interfaces with Corporate Finance, business units, and a variety of external parties relating to financial reports and analysis.
  • Coordinates and prepares materials for independent audits. Monitors audit progress, respond to auditors’ questions and communicates all relevant issues to management.
  • Aids in the coordination of and contributes to the analysis for the quarterly consolidated balance sheet review and quarterly Sun Life reporting.
  • Assumes additional duties as requested


WHAT WE ARE LOOKING FOR

  • Bachelor’s degree in Accounting with 5-6+ years of related experience required.
  • Strong accounting and analytical skills required
  • Strong communication (verbal and written) and organizational skills required.
  • Solid understanding of internal controls.
  • Strong personal computer skills including spreadsheet and database required.
  • Ability to work independently on various projects to achieve desired results.
  • Ability to work overtime as needed.
  • Experience with Corporate Accounting Functions
  • Financial Services experience is a plus but not a requirement
  • CPA or equivalent a plus but not required

#LI-HD1

    #LI-HYBRID

    At MFS, we are dedicated to building a diverse, inclusive and authentic workplace. If you are excited about this role but your past experience doesn't align perfectly, we encourage you to apply - you might be just the right candidate for this role or others.

    What we offer:

    • Generous time-off provided: including "Responsible time off" for many roles, paid company holidays when the US Stock Exchange is closed, plus paid volunteer time
    • Family Focus: Up to 20 weeks of paid leave for new parents, back-up care program, dependent care flexible spending account, adoption assistance, generous caregiver leave
    • Health and Welfare: Competitive medical, vision and dental plans, plus tax-free health savings accounts with company contributions
    • Wellness Programs: Robust wellness webinars, employee assistance program, gym reimbursement through our medical plans, fitness center discounts and more
    • Life & Disability Benefits: Company-paid basic life insurance and short-term disability
    • Financial Benefits: 401(k) savings plan, Defined Contribution plan- 15% of base salary invested into the Plan, competitive total compensation programs

    MFS is a hybrid work environment (remote/onsite) unless otherwise stated in the job posting.

    If any applicant is unable to complete an application or respond to a job opening because of a disability, please contact MFS at 617-954-5000 or email [email protected] for assistance. 

    MFS is an Affirmative Action and Equal Opportunity Employer and it is our policy to not discriminate against any employee or applicant for employment because of race, color, religion, sex, national origin, age, marital status, sexual orientation, gender identity, genetic information, disability, veteran status, or any other status protected by federal, state or local laws. Employees and applicants of MFS will not be subject to harassment on the basis of their status. Additionally, retaliation, including intimidation, threats, or coercion, because an employee or applicant has objected to discrimination, engaged or may engage in filing a complaint, assisted in a review, investigation, or hearing or have otherwise sought to obtain their legal rights under any Federal, State, or local EEO law is prohibited. Please see the Know Your Rights: Workplace Discrimination is Illegal document and Pay Transparency Nondiscrimination Provision, linked for your reference.