Divisional Senior Financial Analyst - Insurance Broker

Overview

This role provides analytical support to operating group leadership and teams. Responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement.

Responsibilities

• Provide broad analytical support to assigned departments and serve as a liaison between departments.
• Analyze and interpret financial results by comparing actual performance to prior periods, budgets, and forecasts; communicate the narrative behind the numbers to management.
• Design and prepare ad hoc and standard management reporting.
• Proactively identify opportunities to deliver increasingly insightful reports to management.
• Independently construct moderate to complex financial models to analyze the impact of current and proposed initiatives.
• Lead forecasting and budgeting processes.
• Create and maintain planning templates and reports; support development of revenue and expense plans; identify and analyze variances; challenge and redirect business assumptions as needed.
• Organize and analyze large quantities of data and perform data reconciliations to ensure accuracy of work products.
• Identify and interpret patterns and outliers in datasets and provide insight into their meaning.
• Partner with IT to develop and maintain the integrity of financial systems used for analysis.
• Identify process improvement opportunities and implement methods to reduce error rates and maximize productivity and efficiency.
• Perform duties in accordance with organizational policies and procedures and all federal, state, and local laws where the employer operates.
• Perform other duties as assigned.

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, or Mathematics (or related field) or equivalent combination of education and experience.
• Five (5) or more years of related work experience, specifically in a FP&A role.
• Strong understanding of financial computer systems and data systems.
• Graduate degree or professional certification.

Preferred Qualifications

• Certified Corporate FP&A Professional
• Certified Public Accountant (CPA)
• Certified Financial Planner (CFP) (CFP Board)

Skills

• Excellent verbal and written communication skills, including polished presentation skills.
• Proficiency in Microsoft Office products, with advanced Excel skills and familiarity with Access.
• Strong planning, organizational, and time management skills.
• Strong ability to interpret and analyze financial statements.
• Strong mathematical ability.
• Ability to prioritize multiple concurrent assignments and meet required due dates.
• Ability to interact professionally with employees across all levels of the organization.
• Technical understanding of data structure, data mining, and reporting processes.
• Highly proactive approach, actively seeking process improvement opportunities.
• Ability to work independently with minimal supervision and as part of a team.

Compensation & Benefits

• Competitive financial package
• Comprehensive employee programs designed to meet employee needs now and in the future

Location

• Not specified