Senior Financial Analyst
Location: United States (Remote)
In this remote position you’ll experience our supportive approach and the
ability to balance work and life as part of our global team. Find out more at
computershare.com/flex. [http://computershare.com/flex]
We give you a world of potential
Computershare Fund Services (CFS) is the division within Issuer Services
responsible for providing full-service proxy solutions for Mutual Funds,
Closed-End Funds, ETFs, Interval Funds, REITs and Variable Life and Annuity
products. In addition, CFS offers comprehensive compliance mailing solutions.
A role you will love
The Sr Financial Analyst role operates within this division at a local level and
works closely with Sales, Client Services, and Strategy, along with other CPU
businesses and Shared Services at both a regional and global level.
The Senior Financial Analyst serves as a key partner to Sr Management within
Fund Services providing performance analysis, forecasting and budgeting, and
strategic decision support to drive revenue growth, profitability, productivity
improvements, and informed decision-making.
Other key duties and responsibilities are as follows:
Provide financial analysis and reporting to support business growth and
operational efficiency, including month-end close activities,
budget-to-actual reviews, prior-year comparisons, trend analysis, and
preparation of revenue and expense journal entries as required.
Lead the monthly forecasting and annual budgeting process in partnership with
Global Finance, ensuring accurate financial planning and performance
tracking.
Monitor business performance, identify financial risks and opportunities, and
provide actionable insights to support decision-making.
Support the implementation of global finance and procurement systems,
ensuring compliance with financial processes, controls, and reporting
requirements.
Develop, maintain, and enhance financial models to support budgeting,
forecasting, strategic planning, and business initiatives.
Evaluate business cases, pricing strategies, and strategic projects, and
prepare executive-level analyses and presentations to support leadership
decisions.
Partner with Sales, Business Development, and Client Services teams to
prepare and review client cost estimates, pricing proposals, and customer
invoices.
Manage the preparation, calculation, and administration of bi-annual sales
incentive programs, ensuring accuracy and alignment with business objectives.
What will you bring to the role?
Qualifications & Experience
5-8 years of experience in financial analysis, financial planning & analysis
(FP&A), or a related finance function.
Advanced proficiency in Microsoft Excel, including financial modeling,
forecasting, and data analysis.
Strong presentation skills with proficiency in Microsoft PowerPoint.
Bachelor's degree in Finance, Accounting, Business, or a related discipline.
MBA, Master of Science in Finance (MSF), or a related postgraduate
qualification is preferred.
Business Partnership & Stakeholder Management
Demonstrated experience partnering with business leaders within a global
organization to support strategic and operational decision-making.
Proven ability to influence senior stakeholders through insightful financial
analysis and recommendations.
Strong business partnering skills with the ability to build effective
relationships across finance and cross-functional teams.
Leadership & Continuous Improvement
Track record of delivering results against defined objectives, timelines, and
performance targets.
Experience driving process improvements and enhancing financial systems,
controls, policies, and reporting frameworks.
Ability to collaborate effectively with global teams and contribute to a
high-performance culture.
Analytical & Problem-Solving Skills
Strong analytical mindset with the ability to solve complex business and
financial challenges.
Experience analyzing large volumes of financial and operational data from
multiple internal and external sources to generate actionable insights.
Ability to work independently in a fast-paced, dynamic, and deadline-driven
environment.
Exceptional attention to detail with a commitment to accuracy and quality.
Impact & Results Orientation
Extensive experience providing financial analysis and recommendations that
support business performance and strategic decision-making.
Proven ability to deliver high-quality outputs while managing multiple
priorities and meeting tight deadlines.
Strong focus on driving business value through financial planning,
forecasting, and performance management.
Communication & Interpersonal Skills
Excellent verbal and written communication skills with the ability to present
complex financial information to diverse audiences.
Strong interpersonal and relationship-building skills, with the ability to
collaborate effectively across business units, functions, and geographic
locations.
Demonstrated ability to manage competing priorities and adapt to changing
business requirements.
Risk & Conduct
As an employee of Computershare, you will be expected to:
Act with integrity, professionalism, and accountability in all business
activities.
Exercise due skill, care, and diligence in the performance of your
responsibilities.
Maintain open and cooperative relationships with regulatory bodies, where
applicable.
Act in the best interests of customers and ensure they are treated fairly.
Adhere to appropriate standards of market and business conduct.
Complete all mandatory regulatory, compliance, and company training
requirements within prescribed timeframes.
Rewards designed for you
Paid parental leave, flexible working and a caring and inclusive culture
Health and wellbeing rewards that can be tailored to support you and your
family, including paid time off, observed holidays, medical, dental and
vision plans
Invest in your future with 401k matching, setting aside salary to purchase
shares in our company and tax-advantaged flexible spending plans, including
healthcare, dependent care and commuter
Income protection. Our package includes short and long-term disability
benefits, life insurance and supplemental life insurance
And more. Ours is a welcoming and close-knit community, with experienced
colleagues ready to help you grow. Our careers hub will help you find out
more about our rewards and life at Computershare,
visit computershare.com/careershub
Compensation: The typical base pay range for this role is USD $90,000 - $115,000
This salary is specific to the United States and a direct currency conversion
will not be representative of salaries in our other global locations. For
salaries in other countries please reach out to the talent acquisition partner
recruiting for this role.
Qualified applicants with arrest or conviction records will be considered for
employment in accordance with the Los Angeles County Fair Chance Ordinance, the
California Fair Chance Act, and all other applicable laws.
A company to be proud of
We're a global leader in financial administration with over 11,000 employees
across more than 22 different countries. At Computershare, it’s more than just a
job, our open and inclusive culture means that we will help you to grow, to move
forward and make the most of our world of opportunities.
Fairness and culture
We want to provide you with the opportunity to succeed on your own merits,
starting from the application process and continuing throughout your career with
us. Our goal is to create an environment where everyone feels valued, to remove
barriers and obstacles and ensure equal opportunities for all. For support with
accommodations or adjustments during our recruitment process please visit
computershare.com/access [https://www.computershare.com/access] for further
information.
Since 1978, we’ve been trusted by companies around the globe to manage their
shareholder registry, corporate actions and shareholder meetings and we’re now
the number one transfer agency in the world. As client needs evolved, so has our
portfolio of services; extending our Issuer Services into equity and entity
governance services to companies both public and private worldwide. Careers in
Issuer Services could mean anything from assisting shareholders with their
portfolios, enabling access to global markets or helping clients deliver on
their equity and entity compliance requirements everywhere they operate.