Financial Analyst role at MMA overseeing financial performance and budget strategies. Collaborate with leadership and finance teams to provide data-driven insights on decision-making.
Responsibilities
Serve as a trusted business partner to the CEO and executive leadership team
Focus on assessing organizational performance against budgets and long-term strategy
Conduct financial data analysis and modelling using Excel and other tools
Establish annual objectives, manage long-term budget planning and cost control
Automate processes and develop ongoing financial reports
Collaborate with the MMA regional finance team on forecasting, budgeting, and related initiatives
Prepare regular financial analytics, track producer recognition program calculations
Provide strategic and tactical recommendations based on financial analysis
Assist with financial statement preparation, ensuring timely and accurate reporting
Serve as the escalation point for accounts receivable, accounts payable, and billing issues
Requirements
5+ years of experience
Bachelor’s degree
Significant experience in or knowledge of accounting
CPA and/or MBA (additional qualifications are a plus but not required)
Insurance industry or professional services experience (additional qualifications are a plus but not required)
Benefits
Generous time off, including personal and volunteering
Tuition reimbursement and professional development opportunities
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