Manage the annual Cost to Serve model from data collection through report production and analysis
Lead analysis of profitability-growth levers at fund, member, and Client levels
Lead expense studies and industry benchmark surveys
Collaborate with finance and analytics resources to build and extract accurate datasets
Support month/quarter-end reporting, forecasting, and strategic planning/budgeting for expense management
Execute month-end close processes, including accruals, expense transfers, and review of preliminary results
Investigate and communicate expense variances to management
Analyze expense trends and recommend savings opportunities
Collaborate with Finance areas to promote process integration and efficiencies
Present to senior management and business-unit partners
Prepare or assist with ad hoc analyses and projects
Requirements
Minimum 5 years of business/accounting experience
Strong financial analysis and model development skills
Working knowledge of IFRS 17 and its impact on expense reporting
Experience with expense reporting and accounting
Proven ability to partner and build relationships
Flexibility, adaptability, and creativity to meet deadlines and manage priorities
Excellent PC skills
Experience with MS Office Suite, SAP, Tableau, and Hyperion
Highly motivated and able to seek process improvements
Accounting designation or Master's degree preferred
Experience with Activity Based Costing, Cost to Serve, or Segmentation Reporting preferred
Core Competencies
Demonstrates solid financial analysis and model development skills, with expertise in expense reporting and accounting. Proficient in managing the Cost to Serve model and collaborating with finance teams to enhance process efficiencies.