Senior Financial Analyst

Overview

A leading insurance services organization is seeking a Senior Financial Analyst to support financial planning and analysis activities across business units. This role involves budgeting, forecasting, financial reporting, and business performance analysis. The Senior Financial Analyst will develop and maintain financial models and analytical tools to improve forecast accuracy and provide insights into operational and financial results. The position also supports month-end close processes, analyzes key business drivers and trends, and prepares reports and recommendations to aid decision-making. Additional responsibilities include supporting strategic initiatives, ad hoc analyses, and special projects aimed at improving operational and financial performance.

Responsibilities

• Prepare financial analyses, reports, and recommendations to support budgeting, forecasting, and business planning for assigned departments.
• Analyze and evaluate departmental budget requests, assisting in the preparation of budget documents, reports, and impact analyses.
• Develop, enhance, and maintain financial models, forecasts, and analytical tools to support accurate reporting and performance analysis.
• Communicate expected and actual financial results, including key assumptions, business drivers, trends, and variances.
• Assist department representatives with budget requests, including documentation, research, analysis, and budget impact support.
• Support budget discussions and present financial data, analysis, and recommendations as needed.
• Provide technical and analytical support on budget matters, forecasting activities, and business planning initiatives.
• Identify, analyze, and communicate financial issues that may impact business objectives and recommend solutions.
• Support audit processes through accurate documentation, analysis, and timely delivery of required information.
• Complete special projects, respond to financial information requests from business unit leaders, perform ad hoc analyses, and prepare line-of-business reporting.
• Collaborate with accounting, finance, compensation, and other internal teams to support accurate reporting, budgeting, forecasting, and analysis.
• Participate in finance-led process improvement initiatives by identifying opportunities to enhance reporting, modeling, forecasting, and analytical processes.
• Utilize technology, automation, data tools, and proprietary AI resources to improve efficiency, strengthen analysis, and enhance reporting accuracy.
• Perform other projects, duties, and tasks as assigned.

Requirements

• High School Diploma or equivalent required; four-year degree in Accounting, Finance, Economics, Business, Statistics, or related field preferred.
• Minimum of 5 years of experience in financial analysis, business administration, general accounting, economic analysis, or related discipline.
• CPA certification is a plus.
• Experience in insurance brokerage, professional services, or financial services environments preferred.
• Strong proficiency in Excel and PowerPoint; working knowledge of Word, financial systems, reporting tools, and related business software.
• Strong analytical, mathematical, financial modeling, and critical-thinking skills.
• Ability to independently analyze financial results, prepare supporting schedules, and present findings and recommendations to management.
• Experience building budgets, forecasts, and financial models, including customer, product, or line-of-business analysis.
• Ability to perform in-depth revenue analysis considering market conditions, new and lost business, producer incentives, and compensation.
• Strong attention to detail, control awareness, and commitment to accuracy, timeliness, and confidentiality.
• Excellent interpersonal, communication, relationship-management, problem-solving, and time-management skills.
• Ability to prioritize multiple projects and deadlines in a fast-paced, matrixed environment.
• Ability to work cross-functionally and collaboratively while demonstrating initiative, sound judgment, and resourcefulness.

Compensation & Benefits

• Salary range: $81,000.00 - $133,000.00 (range considers factors such as skills, experience, certifications, and organizational needs; geographic differentials may apply).
• Eligibility to participate in a discretionary annual incentive program based on individual and organizational performance.
• Competitive pay.
• Comprehensive benefits including family health and wellness programs, 401(k), employee assistance programs, paid time off, and paid holidays.
• Opportunities for career advancement and development.

Location

Not specified.