Choose your next journey with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Don’t meet every single requirement? Here at Millennium, we believe there is NO “PERFECT” candidate and want to encourage applying even if all the requirements listed aren’t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture

HOW YOU WILL SOAR:

The Sr. Financial Analyst will report to the Director, Finance in the Finance Department. This role is responsible for corporate consolidation and monthly GAAP and Pro Forma reporting for internal and external audiences. This role will assist in due diligence and M&A activities, strategic scenario analysis and the development of corporate-level business cases. Specific responsibilities will include performing financial variance and trending analyses, compiling board and financial presentations, evaluating return on investment opportunities, modeling the potential financial impacts of proposed business decisions, and assisting in the budgeting and forecasting processes.

• Support monthly accounting close activities to ensure completeness and accuracy

• Prepare and review monthly reporting packages, with analytical commentary on key trends and metrics

• Identify and track key indicators and trends in alignment with the operational plan

• Initiate needed improvements to processes and reporting and drive them to conclusion

• Strategically partner with the VP Finance, VP, Corporate Development, CFO and Senior Leadership Team to assess reporting needs, resolve data issues, and serve as an advocate to provide clear communication of issues, opportunities and results

• Support Board meetings and various activities related to mergers and acquisitions, integrations and corporate financing efforts

• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelor's Degree in Business, Accounting, Finance or related field

• 4-7 years of applicable experience

• CPA and/or Master of Business Administration a plus

• Excellent analytical skills with a high degree of accuracy

• Solid understanding of P&L, Balance Sheet and Cash Flow Accounting

• Strong organizational skills with a drive to meet deadlines and drive projects to conclusion

• Highly proficient in Microsoft Excel and PowerPoint

• Experience in Salesforce, Tableau and MS PowerBI a plus

• Strong verbal and written communication skills

• An aptitude for prioritization, multi-tasking and efficiency

• Strong collaboration skills and ability to communicate finance concepts to non-finance team members

• A drive to learn and promulgate new concepts quickly in a culture of continuous improvement

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.

We have been recognized for our remarkable growth on lists such as Crain’s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In’s 2023 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards.