PE
persolowaInsurance and Finance Clerk
Insurance sales representative supporting external partners and creating offers in diverse insurance areas. Engaging in sales campaigns and administrative tasks for a smooth workflow.
About the role
- Primary owner of the EverCommerce Cost models.
- Conduct ad hoc financial analysis to monitor performance with specific focus on KPIs and operational drivers of the business.
- Drive process for partnering with the Leadership team on all aspects of financial models.
- OneStream power user for the organization to assist financial systems team with new functionality; serve as liaison with the field FP&A teams on OneStream matters.
- Involved in other special projects as they arise.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration or related field.
- Minimum 3-5 years of relevant FP&A experience.
- Strong advanced modeling skills, including experience with three statement models.
- Strong attention to detail and process-oriented mindset.
- Excellent written and verbal communication skills.
- Proficiency in finance software and tools.
- Candidate should have advanced Excel skills, with OneStream proficiency highly preferred.
- Mindset of continuous improvement to advance financial processes, systems, and reporting capabilities and deliver enhanced efficiency and accuracy.
- Experience with SaaS companies and familiarity with multiple entity companies a plus.
Benefits
- Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
- Continued investment in your professional development
- Day 1 access to a robust health and wellness benefits package, including an annual wellness stipend.
- 401k with up to a 4% match and immediate vesting
- Flexible and generous (FTO) time-off
- Employee Stock Purchase Program
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