About the role

  • Assist with month end close, including journal entries, reconciliations and research and analysis that happens during the close.
  • Maintain ownership of Iconixx (producer compensation software), review producer compensation calculations and respond to producer inquiries
  • Retrieves and organizes data into required reporting formats
  • Improve upon existing reporting as requested by management
  • Research, identify and communicate key variances relating to financial and operational metrics
  • Provide ad-hoc financial and operational analysis to support business decisions
  • Participate in annual budget process and monthly forecasting processes
  • Provide support within the Finance department as needed

Requirements

  • Bachelor’s degree in Accounting & Finance required
  • 5 years of finance and accounting experience
  • Strong analytical and problem-solving skills
  • High degree of accuracy with a good eye for detail
  • Advanced knowledge in Microsoft Excel
  • Experience with Oracle and Hyperion is a plus
  • Strong organizational, verbal and written communication skills
  • Knowledge of Insurance Broker/Insurance Industry is a plus
  • Ability to work under pressure to meet deadlines
  • Self-motivated and proactive
  • Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment

Benefits

  • Health/dental/vision/life/disability insurance
  • FSA
  • HSA
  • 401(k)
  • Paid-time-off benefits such as vacation, sick, and personal days
  • Eligible bonuses, equity and commissions for some positions

Job title

Senior Financial Analyst

Job type

Experience level

Senior

Salary

$80,000 - $100,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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