Finance Consultant

Division or Field Office:

Controller Division

Department of Position: Corporate Taxation Department 

Work from:

Corporate Office, Erie PA Salary Range:

$85,247.00 - $136,175.00 *

salary range is for this level 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 the Finance Consultant will 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 re