Financial Analyst

Requirements

Responsible for effective forecasting and financial reporting for assigned areas. Work closely with various departments/divisions. Includes finance, sales, regional management, and the National Accounting Center. Ensure forecast and other reporting reflect the most current data available.

Responsibilities

• Analyze monthly production results to determine the breakout of production revenue.
• Publish a revenue roll-forward by line of business and operating company prior to month-end close deadline.
• Prepare monthly forecast by line of business and operating company.
• Ensure accuracy of HR data; review actual results trend to forecasted trend.
• Review and update new and lost business data with practice leaders and managers.
• Review revenue forecast for CRM pipeline.
• Review revenue trailing trends, modify forecast as necessary.
• Prepare monthly financial close and reporting. Includes production analysis, producer compensation, audits, charge backs, closing journal entries, and preparing management reports.
• Cook up monthly financial close and reporting. Includes production analysis, producer compensation, audits, charge backs, closing journal entries, and preparing management reports.
• Coordinate and review compensation settlements for sales professionals in the region.
• Provide Accounting Center with entries needed in the general ledger if issues found in review.
• Prepare annual budget by line of business and operating company. Work with Practice, OpCo leaders, and Operating managers to ensure inclusion of all expenses, revenue, and new initiatives.
• Validate/audit corporate producer awards incentive data quarterly.
• Prepare Corporate analysis reports for Operating Company/Region on monthly or ad-hoc basis.
• Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems, and analysis.

Qualifications

• 3+ years of experience in accounting or finance.
• Experience in the insurance field a plus.
• Bachelor's degree in business administration, finance, or accounting.
• SAP experience preferred.
• Strong analytical skills.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Strong technical skills with Microsoft Office products, including Excel.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work with all levels of staff and management to maximize performance, creativity, problem solving, and results.

Skills

• Knowledge of insurance industry.
• Strong analytical and problem-solving skills.
• Proficiency in Microsoft Office, particularly Excel.
• Ability to communicate effectively both verbally and in writing.
• Strong organizational and time management skills.

Benefits

• $70,000 - $80,000 salary range.
• Comprehensive health, welfare, and financial benefits.
• 401(k) plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance.
• Generous paid time off policy.
• Paid family leave benefit.
• Paid holiday time.

Pay

• $70,000 - $80,000

Schedule

• N/A

Why USI?

• One of the largest insurance brokerage and consulting firms in the world.
• Dynamic personal and professional development culture.
• Employee reward and recognition programs.
• Unrivaled resources and support.
• Industry-leading programs, rewards, and recognition.
• Committed to a diverse and inclusive workplace.
• Nationally recognized as a top insurance employer.