Financial Analyst

Barings Charlotte , NC 28201

Posted 4 months ago

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Business Unit:

Financial Planning & Analysis

Title: Financial Analyst

Department: Financial Planning & Analysis

Location: Charlotte, NC

Barings is a $303+ billion* global asset management firm dedicated to meeting the evolving investment and capital needs of our clients. We build lasting partnerships that leverage our distinctive expertise across traditional and alternative asset classes to deliver innovative solutions and exceptional service. Part of MassMutual, Barings maintains a strong global presence with over 1,800 associates and offices in 16 countries. Learn more at
1as of December 31, 2018

Job Summary

This position is responsible for the preparation of monthly and quarterly reporting packages that are distributed to senior management, our parent company and throughout the entire firm. The reports include graphical and numerical presentations accompanied by analysis that provides insight into the firm's financial results and drivers. In addition, there are a number of ad hoc projects that could include analyzing the effect of current or potential economic conditions on the business, new business opportunities, and various deep dive analyses into specific revenue or expense items to assist management in the decision making process.

Primary Responsibilities

  • Provide business and financial analysis, including the preparation of monthly and quarterly reporting packages that are distributed to different groups within Barings and to MassMutual. The reports compare actual results versus plan, forecast and prior year and include an analysis of the key components of the business.

  • Identify, analyze and report on key performance drivers and metrics.

  • Preparation of reporting packages for both Barings and MassMutual boards.

  • Ad hoc support and analysis for the investment business units.

  • Provide analytical support on a wide range of projects and cross-functional initiatives.

  • Complete and interpret industry surveys; prepare summary presentations for senior management.

  • Proactively search out ways to improve and streamline processes.


  • Proficiency with Microsoft Office applications, with emphasis on Excel

  • Strong interpersonal and communication skills use for the collection and communicating of information

  • Minimum 8 years' experience in a corporate financial reporting role

  • Bachelor's degree in accounting or finance

  • Basic knowledge of GAAP accounting

  • Experience with Workday a plus

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Financial Analyst

Isolved HCM

Posted 7 days ago

VIEW JOBS 8/10/2019 12:00:00 AM 2019-11-08T00:00 About iSolved HCM: iSolved HCM is an industry-leading human capital management technology company that brings together the key workforce functions in one robust, easy-to-use platform, iSolved. Payroll, HR, Time & Attendance, Onboarding, ACA Compliance, and Benefits Enrollment are all delivered from one solution, in the cloud, specifically built for the small to mid-sized employer. It has achieved rapid market share, with more than 2 million employees and growing. iSolved also includes innovative features and options to boost employee engagement and improve productivity, including its mobile app, iSolved Go and its NXG line of time clocks. iSolved is delivered through elite, regional payroll providers who provide customers with the white glove service they need in today's regulatory environment. This unique approach gives small-to-midsize employers access to a cutting-edge HCM solution, while retaining the local service relationship they prefer. For more information, visit The Charlotte, NC headquarters is seeking a Financial Analyst for their growing team. Key Job Responsibilities: * Review monthly results and explain variances to budget, prior year, prior month, and rolling forecasts * Prepare monthly reports to be included in monthly financial package for CFO review with management * Manage business metrics for monthly, quarterly, and annual reporting * Prepare quarterly reports to be included in Board of Directors presentations * Develop new monthly reports for management team * Participate in annual budget cycle and rolling forecast sessions * Maintain multi-year revenue models * Continuously seek opportunities to maximize revenues by researching price discounting activities, pricing discrepancies, billing variances, etc. and provide solutions to management team * Perform various and frequent ad hoc analyses as requested by CFO and management team Key Skills required: * Excellent attention to detail * Possess inquisitive attitude, seeking to understand broad business picture * Highly motivated, reliable and able to work independently * Proven ability to manage multiple tasks simultaneously * Demonstrated understanding of accounting principles * Must be highly proficient in Excel with the ability to understand financial models * <li>Strong interpersonal skills candidate will interact with all areas of the company, including the executive team, finance teams in the business units and sales leaders, among others * Excellent communication skills verbal and written * Demonstrated analytical experience in a financial services environment * Strong problem solving skills Experience/Qualifications: * Must have 4- year accounting, finance or related degree * Minimum of 2-3 years' experience in finance or accounting role or equivalent education and experience combined Desired Qualifications: Software industry experience is desired but not required NetSuite experience preferred Isolved HCM Charlotte NC

Financial Analyst