Junior Financial Analyst

As a Financial Analyst, you will be responsible for producing financial statements for various insurance agencies. The right candidate collaborates well among all levels of leadership, demonstrating effective communication and presentation skills. Will frequently communicate with other analysts and FP&A Manager to provide and improve reporting and present agency financial analysis. 

Duties and Responsibilities: 

 Run, improve, and consolidate reports and provide trends for agency reporting

Contribute to the creation, reporting, and maintenance of operating plans, annual agency

budgets, quarterly agency forecasts, monthly agency reports, and overall data accuracy

Forecast, analyze, and provide proactive business insights into agency performance

Collaborate within the FP&A team to provide process improvements and efficiencies

Partner with accounting and other departments to ensure that expenses are recorded accurately

Leverage and improve current systems to increase productivity and accuracy of the entire

FP&A team

Ad-hoc analysis as required

Qualifications:

Bachelor's degree in Finance, Accounting, or Economics

2+ years of progressive experience in FP&A roles

Excellent financial modeling and analysis skills

Advanced Excel and PowerPoint skills are required

Experience with Adaptive preferred

Manage multiple tasks in a deadline-driven environment while maintaining a high level of

precision

Insurance experience a plus

Open and clear communicator

Solution Driven