Annexus has been certified as a great place to work – again!
Privately owned company experiencing rapid growth located in Scottsdale has immediate need for a financial analyst to head up our new investment program. Position will report directly to the CFO/Controller.
As the leading independent product design and distribution company in America, Annexus designs solutions to help Americans grow and protect their retirement savings. Since 2006, Annexus has developed the industry’s best-performing fixed indexed annuities and indexed universal life insurance policies and is leading the charge in the development of in-plan lifetime income solutions with plan sponsors.
Supervise and oversee new investment program
Manage and analyze data for making recommendations to CFO
Prepare and report out on weekly/monthly basis to leadership
Prepare and post journal entries to record investments and liabilities
Assist Controller with quarterly/annual budgets and forecasting
Prepare ad hoc reporting and analysis
Assist on other projects as needed
BS/BA in accounting or finance with 2-3 years of experience
Ability to analyze and manage large volumes of data with an analytical mindset
Strong excel skills and attention to detail required
Excellent organization and written/verbal communication skills
Good understanding of accounting concepts and principles
Excellent interpersonal skills
Quarterly and annual bonus program
Company paid health, medical, and dental insurance
Paid time off
All applicants are required to take a PI Survey and are subject to a background check prior to hire. We offer a competitive compensation and benefits package including health benefits and 401(k). Annexus Management Company is an Equal Opportunity Employer.
If you have any technical issues completing the Predictive Index survey or submitting your application please email [email protected] for assistance.