Financial Planning and Analysis

• Analyzes and reconciles complex investment transactions on a daily basis to various data sources and subsequently updates the investment accounting sub-ledger (FAM)
• Participates in the accounting and reporting of real estate owned (REOs) investments
• Assists with the training and development of junior team members
• Assists junior team members in resolving complex issues that may arise during daily processing
• Coordinates activities with the Global Investments Division for resolving discrepancies or issues regarding investment transactions and investment, and ensures resolution is effective
• Independently coordinates and maintains effective working relationships with business partners, including Accounting Policy, Tax, Financial Reporting, Global Investments, and internal and external auditors
• Assists in developing and implementing new applications and analytical models, or enhancing existing systems and processes
• Maintains a continuous improvement culture by looking for ways to eliminate manual processes and enhance processes and developing recommendations for improvement
• Provides direct support to the investment accounting management team
• Performs other duties as required.

Investment Accountant III

Director, Strategic Finance – Healthcare

Investment Accountant III

Director, Strategic Finance – Healthcare

Regulatory Financial Analyst