3,852 Reporting Analysis jobs in the United States
Financial Reporting & Analysis Manager

Posted 1 day ago
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Day to day:
Our client is looking for a Financial Reporting & Analysis Manager to join the financial team and manage 1-2 Financial Analysts daily. This role reports into the VP of Controller and responsible for the company's external financial reporting including managing and/or performing all financial functions associated with monthly/annual revenue analysis and designing and documenting internal control. The Financial Reporting & Analysis Manager will oversee monthly/annual external reporting, forecast and annual budgets for the entire company, the Insurance Agency group, and Health2047 & Subsidiaries. This role will lead the external reporting process, prepare financial statements and disclosures, including MD&A, and develop statistical and financial analysis of reports and data.
Responsibilities:
Financial Reporting & Analysis 60%
* Consolidate financial results ensuring expenses and revenues from all areas have been recorded accurately and timely
* Manage the monthly/annual external reporting function; lead the preparation of all financial statements and footnote disclosures, as well as MD&A
* Ensure proper accounting/reporting of minority (non-controlling) interest; monitor, and update the Health2047, Inc. capital structure for spinout companies
* Supports preparation of the annual report, including management's discussion and analysis, highlights, and related financial pages
* Compile monthly financial book for distribution to senior management and the Board and prepare PowerPoint presentations for use at the Finance Committee meetings
* Perform quarterly financial review, analysis, preparation, and reporting of financial data and trends for assigned business areas; maintain and deliver revenue forecast and budget analysis
* Meet regularly with personnel outside of Finance to review and interpret their area's financial statement
Annual Budget 20%
* Consolidate and analyze preliminary submissions, identify relevant variances, and pursue explanations of financial results for unusual items following up with departments for explanation
* Prepare review documents for use by senior management in reviewing each area's budget
* Prepare internal budget book for distribution to senior management and the board for final approval and PowerPoint presentations for use at the Finance Committee budget meeting
* Prepare external budget book for distribution to the House of Delegates
Cost Allocation 10%
* Monitor cost allocation methodologies and guidelines; lead allocations and recommend modifications
* Coordinate with all business units to ensure accuracy of metrics and concise documentation of the allocation methodology; create and maintain automated monthly routine allocations, review and update calculations annually
Staff Management 10%
* Lead, mentor, and educate assigned staff; set direction, objectives, and project priorities; evaluate staff performance
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form ( . The EEOC "Know Your Rights" Poster is available here ( .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .
Skills and Requirements
Must Haves:
* Bachelor's degree in Accounting or similar field
* 7+ years in accounting and financial reporting
* 3+ years of management/supervisory experience and ability to grow and mentor staff
* Expert analytical and technical skills in U.S. Generally Accepted Accounting Principles (GAAP) and Financial Accounting Standards Board (FASB) rules and standards
* proficiency of equity method accounting and consolidations (including non-controlling interest).
* Highly knowledgeable on current U.S. generally accepted accounting principles, including SEC, FASB, and EITF rules.
* Skilled in use of personal computers and relevant software packages; in particular, Hyperion software applications, Microsoft Office (Word, Excel, Power Point and Access), Lawson and Blackline.
* Demonstrated strong analytical and critical thinking skills.
* Strong interpersonal skills; demonstrated ability to develop and sustain cross-functional relationships across the organization.
* Strong oral and written communications skills with the ability to express complex business concepts effectively; strong presentation skills required to evangelize systems and processes; prepares written business documents that are professional. Plusses:
* CPA strongly preferred
* MBA
Manager, Financial Reporting & Analysis
Posted 7 days ago
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Senior Analyst, Financial Reporting & Analysis

Posted 1 day ago
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Job Description
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
**Position Summary**
This role offers an engaging environment to work on financial reporting, statement preparation and review, technical accounting, transformation, and financial analytics. It's a fantastic chance to gain comprehensive exposure in these domains and enhance your expertise.
**Job Responsibilities:**
Collaborate with diverse business units within CVS Health to revolutionize our financial reporting processes.
Drive efficiency and accuracy across our operations.
Assist in internal control maintenance and reporting, supplement preparation, maintain shared mailboxes, statutory portal submissions, and maintain our workflow tool, which serves as an essential calendar and tracker for filing responsibilities for our insurance-regulated entities.
Update the workflow tool annually in line with state-issued filing checklists and submission information for filings that may change throughout the year, as well as incorporating new filings as needed.
**Required Qualifications**
+ 4+ years of experience in accounting, auditing, reporting, and/or financial analysis.
**Preferred Qualifications**
+ Statutory Insurance Reporting experience is an added advantage.
+ Strong Excel skills.
+ Excellent communication abilities.
+ Detail-oriented with a proven track record in leading process improvements
**Education**
+ A Bachelor's Degree or equivalent job experience.
+ A Bachelor's degree with a concentration in Accounting or Finance is preferred for this position.
**Anticipated Weekly Hours**
40
**Time Type**
Full time
**Pay Range**
The typical pay range for this role is:
$46,988.00 - $112,200.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
**Great benefits for great people**
We take pride in our comprehensive and competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:
+ **Affordable medical plan options,** a **401(k) plan** (including matching company contributions), and an **employee stock purchase plan** .
+ **No-cost programs for all colleagues** including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
+ **Benefit solutions that address the different needs and preferences of our colleagues** including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
For more information, visit anticipate the application window for this opening will close on: 10/14/2025
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.
Senior Accountant - Financial Reporting & Analysis
Posted 7 days ago
Job Viewed
Job Description
Key Responsibilities:
- Prepare and analyze monthly, quarterly, and annual financial statements in accordance with GAAP.
- Reconcile balance sheet accounts and ensure accuracy of general ledger entries.
- Assist in the preparation of budgets and forecasts, and analyze variances.
- Perform complex financial analysis, identify trends, and provide insights to management.
- Support internal and external audits, providing necessary documentation and explanations.
- Develop and implement improvements to accounting processes and internal controls.
- Ensure compliance with all relevant accounting regulations and company policies.
- Assist in the preparation of tax filings and other regulatory reports.
- Manage accounts payable and accounts receivable functions as needed.
- Stay current with changes in accounting standards and best practices.
- Mentor and train junior accounting staff.
Qualifications:
- Bachelor's degree in Accounting or Finance.
- Certified Public Accountant (CPA) or actively pursuing CPA certification is highly preferred.
- Minimum of 5 years of progressive experience in accounting, with a focus on financial reporting and analysis.
- Strong knowledge of U.S. GAAP.
- Proficiency in accounting software and ERP systems (SAP, Oracle, NetSuite, QuickBooks Enterprise).
- Advanced proficiency in Microsoft Excel (pivot tables, VLOOKUP, advanced formulas).
- Excellent analytical, problem-solving, and organizational skills.
- Strong written and verbal communication skills.
- Ability to work independently and meet deadlines in a remote setting.
- Experience in public accounting (Big 4) is a plus.
Senior Accountant, Financial Reporting & Analysis
Posted 7 days ago
Job Viewed
Job Description
Responsibilities:
- Prepare and review monthly, quarterly, and annual financial statements in accordance with GAAP.
- Perform account reconciliations and journal entries to ensure accuracy and completeness of financial records.
- Assist in the development and maintenance of internal controls and accounting policies.
- Support the annual audit process by preparing schedules and providing necessary documentation.
- Conduct financial analysis, including variance analysis, trend analysis, and profitability reporting.
- Assist in budgeting and forecasting processes.
- Identify opportunities for process improvements within the accounting department.
- Ensure compliance with all relevant financial regulations and reporting requirements.
- Reconcile intercompany transactions and maintain the general ledger.
- Assist with tax compliance and reporting as needed.
- Stay current with changes in accounting standards and best practices.
- Provide support and guidance to junior accounting staff.
- Bachelor's degree in Accounting or Finance. CPA certification is highly preferred.
- 5+ years of progressive accounting experience, with a strong understanding of GAAP.
- Proven experience in financial reporting, general ledger accounting, and account reconciliation.
- Proficiency in accounting software (e.g., SAP, Oracle, QuickBooks) and advanced Excel skills.
- Excellent analytical, problem-solving, and organizational skills.
- Strong understanding of internal controls and audit processes.
- Exceptional attention to detail and accuracy.
- Effective written and verbal communication skills.
- Ability to work independently and manage multiple priorities in a remote environment.
- Experience with budgeting and forecasting is a plus.
- Prior experience in a public accounting firm is beneficial.
Accounting Manager, Financial Reporting & Analysis
Posted 7 days ago
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Job Description
Remote Senior Accountant - Financial Reporting & Analysis
Posted 4 days ago
Job Viewed
Job Description
Responsibilities:
- Manage and execute month-end and year-end closing procedures.
- Perform general ledger reconciliations and ensure accuracy of financial data.
- Prepare detailed financial statements, management reports, and ad-hoc analyses.
- Ensure compliance with accounting standards (GAAP) and regulatory requirements.
- Oversee fixed asset accounting and capital expenditure tracking.
- Handle intercompany accounting and reconciliations.
- Assist with annual financial audits and provide necessary documentation.
- Identify and implement process improvements for efficiency and control.
- Support budgeting and forecasting processes.
- Collaborate with other departments to provide financial insights.
- Bachelor's degree in Accounting or Finance.
- CPA or CMA designation preferred.
- 5+ years of progressive accounting experience.
- Strong knowledge of GAAP and financial reporting principles.
- Proficiency in accounting software (e.g., NetSuite, SAP) and advanced Excel skills.
- Excellent analytical, problem-solving, and organizational skills.
- Ability to work independently and meet deadlines in a remote setting.
- Strong written and verbal communication skills.
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Governance Reporting & Analysis Lead Analyst

Posted 1 day ago
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**Responsibilities** :
+ Support the key management reporting deliverables including the development of presentations for monthly Business Risk Controls Committee (BRCC) and management speaking points for Global Business Risk Controls Committee (GBRCC) meetings.
+ Support compliance to Citi's Board Material Data Accuracy Controls (BMDAC) requirements.
+ Collaborate with stakeholders, and apply disciplinary knowledge to help conceptualize, develop, and manage reports that highlight Controls issues and risks with potential to impact the firm.
+ Collaborate with Citi Technology on reporting automation initiatives
+ Assist with compliance of Citi Records Management Policy and Continuity of Business
+ Help contribute to governance and the facilitation of the execution of the Manager Control Assessment (MCA, i.e., Risk & Control Self-Assessment) as required by the MCA Standard including the assessment and appropriate approval of risk associated with business changes.
+ Support teams in the quality, completeness, and accuracy of the implementation of the Control Framework, including Risk Control Policy, Control Standard, Issue Management Policy, Lesson Learned Policy and Control Inventory.
+ Assist in performing a detailed analysis on the identification of issue root cause, partnering with control and process owners to recommend holistic corrective actions and improvements, provide check and challenge to ensure appropriate escalation in accordance with Issue Management and Escalation Policies.
+ Support the review and challenge process, within the Front Line Units (FLUs), on the effective design and management of controls to mitigate risks as required by the Control Standards, including implementation and operation, conducting the control monitoring, handling deficiencies, and escalating issues for resolution.
+ Support in dealing with Operational and Compliance Risk in accordance with established Policy requirements.
+ Assist in performing a detailed analysis to identify, assess, escalate, and manage risk exposures across Risk Categories (Operational Compliance, Strategic, Reputational, etc.), including material, emerging and concentration risks in accordance with enterprise Policies and the establishment of Key Indicators to monitor risk exposures.
+ Be part of the process to identify, assess, record and respond to Operational and Compliance Risk events, ensuring these are captured accurately, timely and in accordance with requirements.
+ Help ensure that adequate governance and training are in place to support management of Risk profiles.
+ Contribute to the risks associated with New Activities and changes to the Business, ensuring these are well understood and adequately controlled.
+ Coordinate risk and control responsibilities and ensure accountabilities are embedded within FLUs, including providing training and leading by example.
+ Support with standards and procedures that conform to enterprise requirements and support sound operational and compliance risk management.
+ Apply knowledge of the business, products or services to identify and implement control points and processes throughout the business.
**Qualifications** :
+ 6-10 years relevant work experience in Business Risk & Controls
+ 5+ years' experience in financial services
+ Proficiency in Microsoft Office with an emphasis on MS PowerPoint and Excel
+ Clear and concise written and verbal communication skills
+ Effective organizational influencing skills
+ Demonstrated ability to lead global team efforts
+ Excellent problem solving skills; Ability to see the big picture with high attention to critical details
+ Demonstrated ability to develop and implement strategy and process improvement initiatives
**Education** :
Bachelor's/University degree, Master's degree preferred
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**Job Family Group:**
Controls Governance & Oversight
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**Job Family:**
Governance Reporting & Analysis
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**Time Type:**
Full time
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**Primary Location:**
Tampa Florida United States
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**Primary Location Full Time Salary Range:**
$113,840.00 - $170,760.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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**Most Relevant Skills**
Analytical Thinking, Communication, Constructive Debate, Controls Lifecycle, Data Analysis, Escalation Management, Governance, Needs Assessment, Program Management, Risk Management.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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**Anticipated Posting Close Date:**
Sep 16, 2025
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi ( ._
_View Citi's EEO Policy Statement ( and the Know Your Rights ( poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Regulatory Reporting & Analysis - External Reporting Controller - Associate

Posted 1 day ago
Job Viewed
Job Description
As an External Reporting Controller - Associate within the Firmwide Regulatory Reporting & Analysis team, you will be responsible for leading multiple aspects of the end-to-end FR Y-14Q Schedule H Wholesale Risk Regulatory Reporting production process for JPMorgan Chase. You will also be responsible for leading initiatives to enhance the controls and efficiency of the report production process which may include developing and testing functional enhancements to reporting systems and implementing improvements to management reporting to provide stakeholders with increased transparency into the process and results.
**Job responsibilities:**
+ Support the JPMC internal controls and CCAP framework to ensure best in class governance
+ Participate in the change management process regarding enhancements and automation
+ Assist in strategic development of solutions to improve the quality of external reporting while developing analytics to add efficiency to current state processes.
+ Support internal and external audits
+ Effectively manage multiple priorities and deliverables under tight timelines
+ Work with stakeholders to ensure end to end processes and SLAs are adhered to
+ Participate in firmwide project groups to implement changes in reporting requirements and enhancements to reporting tools
+ Establish and manage relationships, partnerships and dialogue with a variety of stakeholders in a highly matrixed organization
**Required qualifications, capabilities, and skills:**
+ 3 years of experience in accounting, regulatory reporting and working with financial statements
+ Bachelor's Degree required
+ Strong technical Excel and Power point skills
+ Strong analytical skills in data interpretation
+ Excellent written and oral communication abilities
+ Promotes a robust control environment and owns well controlled processes
+ Independent worker who is self-motivated and can work independently in a dynamic environment
+ Inquisitive and a strong desire to learn
**Preferred qualifications, capabilities, and skills:**
+ Wholesale Loans, Credit Risk or CCAR reporting experience preferred
+ Tableau, Alteryx solution development and implementation a plus
+ Banking industry experience preferred
+ Accounting or Finance degree preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Regulatory Reporting & Analysis - External Reporting Controller - Associate
Posted 20 days ago
Job Viewed
Job Description
As an External Reporting Controller - Associate within the Firmwide Regulatory Reporting & Analysis team, you will be responsible for leading multiple aspects of the end-to-end FR Y-14Q Schedule H Wholesale Risk Regulatory Reporting production process for JPMorgan Chase. You will also be responsible for leading initiatives to enhance the controls and efficiency of the report production process which may include developing and testing functional enhancements to reporting systems and implementing improvements to management reporting to provide stakeholders with increased transparency into the process and results.
Job responsibilities:
- Support the JPMC internal controls and CCAP framework to ensure best in class governance
- Participate in the change management process regarding enhancements and automation
- Assist in strategic development of solutions to improve the quality of external reporting while developing analytics to add efficiency to current state processes.
- Support internal and external audits
- Effectively manage multiple priorities and deliverables under tight timelines
- Work with stakeholders to ensure end to end processes and SLAs are adhered to
- Participate in firmwide project groups to implement changes in reporting requirements and enhancements to reporting tools
- Establish and manage relationships, partnerships and dialogue with a variety of stakeholders in a highly matrixed organization
Required qualifications, capabilities, and skills:
- 3 years of experience in accounting, regulatory reporting and working with financial statements
- Bachelor's Degree required
- Strong technical Excel and Power point skills
- Strong analytical skills in data interpretation
- Excellent written and oral communication abilities
- Promotes a robust control environment and owns well controlled processes
- Independent worker who is self-motivated and can work independently in a dynamic environment
- Inquisitive and a strong desire to learn
Preferred qualifications, capabilities, and skills:
- Wholesale Loans, Credit Risk or CCAR reporting experience preferred
- Tableau, Alteryx solution development and implementation a plus
- Banking industry experience preferred
- Accounting or Finance degree preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans