Equitable is one of America’s leading financial services companies. Founded originally in 1859*, the company’s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses.

This Business Analyst role supports the Operational Accounting team in our Finance Organization at Equitable. The primary focus of this position is to engage with members of various Finance, Business and IT teams to monitor and review the admin system processes as well as provide support for product and sales compensation testing, and resolve issues with the daily and monthly accounting feeds from these systems. To be successful in this role, the individual is required to be familiar with all of the administrative systems that contain policy transactions, and how each of those transactions interface with our general ledger system. It’s critical that the resource is capable of interpreting the translation languages and is highly experienced in querying various data sources and compiling findings that are auditable.

• Perform ad hoc research and document findings. Be able to communicate those findings internally and externally
• Represent policy accounting team in strategic project and product development design sessions, giving feedback on our data structure, our roles & responsibilities and requirements for sign off
• Engage with strategic teams in regard to policy data in the subledger, and any development changes to how we store and query this data
• Be able to support accounting decisions with applicable data, and be able to present the support to a wide audience
• Achieve a master level understanding of our policyholder data structure and how to query and report the data for various requirements
• Engage with our business area on the identification and resolution of system and/or reconciliation issues
• Perform a technical validation of data conversion to ensure completeness and accuracy
• Propose accounting modernization opportunities for presenting to funding committee

Required Qualifications

• Bachelor’s Degree, preferably in Accounting or Finance
• Minimum 3 years experience in accounting or finance data analysis
• Experience with building robust queries such as SQL
• Successful history in mapping out procedures and documenting critical tasks in a workflow
• Experience communicating business requirements and managing project workstreams
• Experience with Microsoft Suite
• Familiarity with general ledger processing

Skills

Accounting: Knowledge of accounting methods, processes, and tools; ability to maintain and prepare financial statements and reports using accounting methods and processes.

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high levels of precision.

Business Orientation: Knowledge of business concepts, tools and techniques; ability to operate with a business mindset that complements one's functional specialty and keeps it in a business context.

Cross-functional Collaboration: Knowledge of collaborative techniques and approaches; ability to promote a culture of continuous improvement and working together across functions to solve business problems and meet business goals

Data Gathering and Analysis: Knowledge of data gathering and analysis tools, techniques and processes; ability to gather and analyze data on the learning needs of a target population.

Decision Making and Critical Thinking: Knowledge of the decision-making process and associated tools and techniques; ability to accurately analyze situations and reach productive decisions based on informed judgment.

Financial Analysis: Knowledge of tools and approaches of financial analysis; ability to read, interpret and draw accurate conclusions from financial and numerical material.

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.

Diversity, Equity and Inclusion: Demonstrates a commitment to Diversity, Equity and Inclusion by treating everyone with respect and dignity, ensuring all voices are heard and advocating for change