Senior Financial Analyst, Investment Finance

Recruiter
General Mills
Location
Minneapolis, Minnesota
Salary
Salary commensurate with experience
Posted
11 Oct 2021
Closes
10 Nov 2021
Job Function
Other
Industry Sector
Asset Owner
Employment Type
Full Time
Education
Bachelors

The Investment Finance Group at General Mills manages ~$13 billion in assets across the Company’s pension, 401(k), and retiree healthcare plans.  The 6-person group is responsible for the asset allocation, investment manager monitoring and selection, and administration of the plan assets.  In this role, you’ll be responsible for the oversight of the Plans’ International equity managers and 401(k) Stable Value fund, management of external plan audits/disclosure requirements, and plan asset benchmarking.  You will also identify and implement process improvements as the plans evolve, as well as deliver ad hoc analysis as needed. 

In this role you will have the opportunity to build new perspectives gained from external partners, work closely with corporate functional subject matter experts, and engage in initiatives that impact the organization at an enterprise level.  Additionally, you will execute control activities to help ensure compliance to accounting standards and adherence to required governance and disclosure activities concerning benefit plan management, including performing Sox and management controls.    

Key Accountabilities
 

  • Oversee International equity investment managers/funds and the 401(k) Stable Value Fund, including ongoing due diligence.
  • Manage investment related aspects of external audits across all Plans – Both fiscal year and calendar year.
  • Support 5500 preparation & annual pension/401(k) disclosures
  • Management of third-party analytics software, including updating monthly/quarterly analytics reports
  • Complete monthly plan funded status tracking and periodic pension expense estimates
  • Lead annual peer CPG benefit plan asset benchmarking study and CIEBA survey
  • Other ad hoc reporting/analysis as needed

Minimum Qualifications

  • B.S. in Finance/Accounting/Economics
  • Minimum of 3 years work experience
  • Strong interest in and experience with investments
  • History of demonstrating rigor and leadership in bringing discipline, standards, and governance to processes, operations, data, and results.
  • History of embracing a ‘controls mindset’ through championing policy compliance and adherence to internal controls.
  • Ability to leverage strong analytical skills to provide meaningful insights and drive robust decision making.
  • Experience in working with stakeholders with varying backgrounds and building high-trust relationships to drive prioritization and influence decisions.

Preferred Qualifications

  • Progress toward investment related certifications (CIPM, CFA, etc.)
  • Prior plan sponsor and/or plan audit experience
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