Senior Financial Analyst

Overview

A growing organization is seeking a Senior Financial Analyst to join their team. This role reports to the Director of FP&A and supports budgeting, forecasting, financial planning, ad hoc analysis, and operational initiatives. The position involves data analytics, metrics optimization, policy implementation, and business partnership across supported offices within a specialty division.

Responsibilities

• Mentor and train financial analysts.
• Collaborate closely with the Director of FP&A on financial planning, analysis, and decision support.
• Review and prepare income statement fluctuations with clear explanations of variances.
• Analyze and track year-over-year growth, profitability, and performance against budget and forecast across various metrics.
• Prepare budgets and forecasts for supported offices.
• Partner with office leaders to enhance financial analysis, develop and refine metrics to provide actionable business intelligence to senior leadership.
• Build and maintain strong working relationships with office leaders, Senior Financial Analysts, Accounting Centers of Excellence, and operational teams.
• Provide standard and ad hoc financial analysis; identify new ways to analyze business and improve productivity.
• Prepare analysis, commentary, and presentation materials for monthly, quarterly, and annual financial review meetings.
• Assist with acquisition integration and due diligence.
• Collaborate with stakeholders to implement finance tools such as Workday Adaptive Budget and Forecasting system, standardized Agency Management system, Risk Match, Carrier Scorecard analysis, and other technology initiatives.
• Assist with month-end accruals as needed.
• Perform other duties as assigned.

Requirements

• Minimum of 5 years of experience in an analyst role.
• Proven experience delivering projects and initiatives that achieve measurable financial results, with a focus on driving organic growth.
• Bachelor’s degree required; Master’s degree preferred but not mandatory.
• Expert proficiency in Microsoft Office suite, especially Excel and PowerPoint.
• Proficiency in Microsoft Power BI is preferred but not required.

Compensation & Benefits

• Health benefits including Medical/Rx, Dental, Vision, Life Insurance, and Disability Insurance.
• Financial benefits such as Employee Stock Purchase Plan (ESPP), 401(k), Student Loan Assistance, and Tuition Reimbursement.
• Mental health and wellness support including free mental health services and enhanced advocacy.
• Additional benefits including Paid Time Off, Holidays, and Preferred Partner Discounts.

Note: Benefits may vary by location and subsidiary. Eligibility criteria and waiting periods may apply.

Location

Details regarding the specific location were not provided.