Finance Consultant - Tax - Erie Insurance

Division or Field Office:

Office of the CFO
Department of Position: Treasury Department
Work from:
Corporate Office, Erie PA Salary Range:
$85,247.00-$136,175.00*

salary range is for thislevel and may vary based on actual level of role hired for

*This range represents a national range and the actual salary will depend on several factors including the scope and complexity of the role and the skills, education, training, credentials, location, and experience of an applicant, as well as level of role for which the successful candidate is hired.Position may be eligible for an annual bonus payment.

At Erie Insurance, you're not just part of a Fortune 500 company; you're also a valued member of a diverse and inclusive team that includes more than 6,000 employees and over 13,000 independent agencies. Our Employees work in the Home Office complex located in Erie, PA, and in our Field Offices that span 12 states and the District of Columbia.

Benefits That Go Beyond The Basics

We strive to be Above all in Service® to our customers-and to our employees. That's why Erie Insurance offers you an exceptional benefits package, including:

• Premier health, prescription, dental, and vision benefits for you and your dependents.Coverage begins your first day of work.
• Low contributions to medical and prescription premiums.We currently pay up to 97% of employees' monthly premium costs.
• Pension.We are one of only 13 Fortune 500 companies to offer a traditional pension plan. Full-time employees are vested after five years of service.
• 401(k) with up to 4% contribution match.The 401(k) is offered in addition to the pension.
• Paid time off.Paid vacation, personal days, sick days, bereavement days and parental leave.
• Career development.Including a tuition reimbursement program for higher education and industry designations.

Additional benefits that include company-paid basic life insurance; short-and long-term disability insurance; orthodontic coverage for children and adults; adoption assistance; fertility and infertility coverage; well-being programs; paid volunteer hours for service to your community; and dollar-for-dollar matching of your charitable gifts each year.

Position Summary

What You'll Do:

The opportunity of theFinance Consultantwill model, analyze, research & assist with tax credit investment and purchasing portfolio and other tax, research and finance projects.

Additional focus areas:

• Review and analyze new tax related investments and initiatives and prepare internal memos for management.
• Prepare the quarterly internal reporting and presentation materials for the tax credit portfolio as well as all related reports, schedules and journals.

What Makes You Stand Out:

• Strong communication skills.

The Hiring Manager will also consider candidates for Senior Finance Accountant. Level of position offered will be based upon the depth and breadth of selected candidate's experience.

Under minimal supervision, acts as subject matter expert in performing accounting functions to organize, analyze, track and report complex financial activities on both a statutory accounting principles (SAP) and generally accepted accounting principles (GAAP) basis. Coordinates finance related projects and provides assistance to accounting staff as needed.

Duties and Responsibilities

• Analyzes, verifies and balances all source data used in the preparation of journal entries, financial statements, reports, schedules and other documents in terms of accuracy, completeness and compliance with requirements.
• Reviews monthly account and system reconciliations and supporting documentation, monitoring resolution of unreconciled items.
• Prepares and reviews various journal entries, statistical reports, surveys, supporting schedules, information returns, management reports and financial statements for internal use and external filings in accordance with applicable accounting principles or regulations within the required deadlines.
• Communicates issues as appropriate.
• Reviews analytic documentation maintaining evidence of reviews.
• Maintains and applies a strong working knowledge of various regulatory guidance (SAP/GAAP/SEC/SVO/IRS).
• Demonstrates analytical and research skills.
• Evaluates impact of business changes to accounting transactions and systems and implements changes to financial information or related documentation.
• Researches issues and implements changes for new accounting guidance or regulations.
• Communicates issues to management as appropriate regarding changes.
• Coordinates processes for reporting and receipt of supporting documentation from other areas of company, analyzing information as appropriate.
• Maintains strong understanding of the control environment and adheres to applicable internal controls.
• Reviews and maintains internal control documentation and testing in accordance with SOX/MAR.
• Evaluates controls for effectiveness and identifies internal control improvements as necessary.
• Maintains strong working knowledge of systems and applications and process flows participating in upgrades as appropriate.
• Identifies process improvements and automation opportunities using data extraction and analysis tools, and coordinates implementation.
• Evaluates potential vendor solutions and makes recommendations where appropriate.
• Reviews workpapers for review by internal and external auditors.
• Communicates with internal and external associates regarding financial activities and issues.
• Researches technical guidance and evaluates implication, developing and implementing recommended solutions.
• Recommends process improvements and challenges current processes for increased efficiencies and effectiveness.
• Serves as subject matter expert regarding accounting principles, regulations or systems across the company.
• Provides training, support and guidance to lower level accounting staff, as required.
• Coordinates and completes special projects as required.
• Performs other duties as required.

The firstthreeduties listed are the functions identified as essential to the job. Essential functions are those job duties that must be performedin order forthe job to be accomplished.

This position description in no way states or implies that these are the only duties to be performed by the incumbent. Employees are required to follow any other job-related instruction and to perform any other duties as requested by their supervisor, or as becomeclear.

Competencies

• Values Diversity
• Nimble Learning
• Self-Development
• Collaborates
• Customer Focus
• Information Management Skills
• Cultivates Innovation
• Optimizes Work Processes
• Job-Specific Knowledge
• Instills Trust
• Ensures Accountability
• Decision Quality

Qualifications

Minimum Educational Requirements

• Bachelor's degree in accounting, or related field, required.

Additional Experience

• **Incumbents focused on allocations and balancing systems may substitute eleven years of related experience in lieu of degree.
• Seven years' experience in accounting or related finance experience, required.
• In-depth knowledge of spreadsheet, reporting, query and/or database software preferred.
• Working knowledge of GAAP required, SAP preferred.
• The position requires the incumbent to work weekends and restrict vacation during peak periods.

Designations and/or Licenses

• CPA certification preferred.

Physical Requirements

• Lifting/Moving 0-20 lbs; Occasional (<20>
• Lifting/Moving 20-50 lbs; Occasional (<20>
• Ability to move over 50 lbs using lifting aide equipment; Occasional (<20>
• Driving; Rarely
• Pushing/Pulling/moving objects, equipment with wheels; Occasional (<20>
• Manual Keying/Data Entry/inputting information/computer use; Frequent (50-80%)
• Climbing/accessing heights; Rarely

Nearest Major Market: Erie