Financial Operations Analyst

Work Experience Requirements

• 3–5+ years of progressive experience in accounting, financial analysis, or related roles, with demonstrated growth in scope and responsibility.
• Detail oriented with above-average analytical skills and the ability to synthesize data into actionable insights.
• Pioneered ability to solve complex, non-routine problems and exercise sound judgment with minimal supervision.
• Advanced competency in Microsoft applications, particularly Excel (e.g., pivot tables, VLOOKUP/INDEX-MATCH, complex formulas, data visualization); proficiency in Word and Outlook.
• Ability to perform mathematical calculations accurately, including percentages, fractions, decimals, and complex financial formulae.
• Strong communication skills with the ability to present findings and recommendations to management and cross-functional stakeholders.
• Solid understanding of agency operations, agency management, and business administration practices.
• Strong working knowledge of agency workflow procedures and software, underwriting, sales, and service processes.
• Excellent organizational skills with the proven ability to independently manage multiple priorities, meet strict deadlines, and deliver high-quality results under pressure.
• Positive attitude and strong work ethic; team player who can also serve as a resource and mentor to junior staff.

Education Requirements

• Bachelor’s degree in accounting, finance, or a related field required; 3–5+ years of progressive experience in accounting or financial analysis roles.

Qualifications

• Uses good judgment at all times; exercises independent decision-making on complex matters.
• Reliable, regular, and on-time attendance.
• Keeps commitments; keeps others informed of work progress, timetables, and issues; addresses problems and issues constructively to find mutually acceptable and practical business solutions.
• Works effectively with co-workers, customers, and others by sharing ideas in a constructive and positive manner; able to influence and guide peers and junior staff.
• Must be able to use computers and have strong knowledge of accounting software and analytical tools.
• Communicate in English and other native languages based on the location of the office.

Key Differentiators from Analyst I

• Scope: Manages analysis across multiple branches or an entire region, rather than assigned branches.
• Complexity: Handles non-routine, complex discrepancies and cross-functional issues independently.
• Autonomy: Operates with minimal supervision; serves as a point of escalation for Analyst I staff.
• Impact: Develops new reporting frameworks, recommends process improvements, and presents findings to leadership.
• Mentoring: Provides light mentoring and work review for Analyst I staff to support team development.
• Technical Depth: Demonstrates advanced Excel and analytical tool proficiency; designs rather than simply executes analyses.