Job Description:
IFG US is partnering with a high growth financial services company looking to add a new member to their team. The role is open due to overall revenue growth and a recent large acquisition.
The role will allow you to thrive in a collaborative culture, embrace your strengths, while challenging you to be successful outside of your comfort zone. The leader of this team is top notch and an industry veteran, so nobody better to mentor and develop you!
They are in the office three days a week for team cohesion and collaboration.
Compensation is $90,000 - $95,000 plus discretionary bonus.
Reporting to the Senior Director of Financial Planning & Analysis (FP&A), this position is responsible for coordinating and managing financial data and documentation required for state regulatory examinations and filings.
The role is responsible for ensuring the accuracy, integrity, and timely submission of financial and servicing-related information to regulatory authorities while supporting compliance with applicable state requirements.
Additionally, this position works closely with Legal and Finance teams, oversees the regulatory response process, and maintains a thorough understanding of financial reporting systems and available resources.
Qualifications:
Bachelor’s degree in Finance, Accounting, or a related field. A Master’s degree or relevant certification, such as CPA or CFA, is preferred.
3+ years of experience in financial reporting or financial analysis, preferably within the financial services industry.
Strong understanding of state regulatory requirements and financial compliance.
Experience with MBFRF, NMLS, or similar regulatory reporting frameworks.
Experience with Planful or comparable Financial Planning & Analysis (FP&A) reporting software is preferred.
Strong proficiency in Microsoft Word, Excel, and PowerPoint
