Lead Financial Analyst

September 15

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specialty insurance • extended service products and related services • renters insurance • lender-placed homeowners insurance • flood insurance

10,000+

💰 Post-IPO Debt on 2023-02

Description

• Provide financial decision support to senior management. • Spearhead monthly and quarterly financial reviews, preparing reports and presentations for senior management. • Perform a deep-dive analysis of budget, actuals, and forecasts, delivering insights to senior leadership. • Create and maintain economic models for analysis purposes and preparation of business plans. • Reporting, research, and analysis for internal customers on a monthly, quarterly, and ad-hoc basis. • Take a lead role in coordinating and managing the annual budgeting process, ensuring accuracy and timeliness. • Prepare and present special projects providing technical and financial support to conduct management objectives. • Take on complex data analysis projects and prepare reports for senior leadership as needed. • Oversee timely completion of the monthly client reporting (both internal and external), and the accurate calculation of client & sales compensation in accordance with contractual agreement. • Analyze business policies and practices and recommend changes as needed. • Function as a mentor to financial analyst, providing guidance and fostering professional growth. • Conduct ad hoc financial analysis and special reporting as requested by business management. • Provide insights and recommendations to address specific financial challenges.

Requirements

• Bachelor’s degree in finance, Accounting, Economics, or related field; MBA or relevant certifications (CPA, CFA) are a plus. • Total of 5+ years financial analyst experience: Competent in reviewing financial statements, identifying key business value drivers, and developing projected financial data. • Strong understanding of how economic trends, political situations, policies, and regulations may affect business results • Strong general business knowledge to produce relevant research, including business writing skills to summarize information • Strong people skills to effectively work with other departments • Strong data analysis skills to structure/create data sets and synthesize information using Microsoft Excel and other financial tools (SQL Server, Power BI reporting & Alteryx experience a plus) • Initiative-taking self starter ready to hit the ground running • Able to process complex time-sensitive data and information from multiple sources, make decisions based on this data, and effectively communicate the related actions to a broad audience • Typically faces situations that are unstructured and require original approaches • Strong organizational, time management, problem solving and analytical skills • Strong presentation and computer skills (proficiency with Excel, Word, & Power Point)