Senior Financial Analyst

About AMBA

Since 1981, AMBA has been a trusted provider of essential coverage for retired public servants nationwide. Our reach extends to diverse groups, including hardworking public employees, state retirees, educators, military personnel, trade professionals, firefighters, law enforcement, Unions, Alumni groups, Allied Healthcare, and other non-profit associations. As a full-service marketing and membership development company, we proudly offer outstanding insurance services to our vast network of 44 million members across 450+ associations in all 50 states.

About the Role

This role will be responsible providing critical finance/FP&A support (inclusive of financial and KPI modeling, financial oversight with relevant driver explanation) and guidance to internal customers such as the Client Management and Marketing teams on strategic business decisions that drive customer sales, retention, and cost savings.

The Day-to-Day

• Prepare monthly reports including KPIs, rolling forecasts, and financial variance reports and explanations for review by senior management
• Review business trends and partner with various business leaders to understand KPIs and recommendations for operation optimization and cost savings
• Prepare both executive-level quality and detailed statistical analysis and reporting
• Ensure the integrity, accuracy, and validity of the information being reported
• Partner with accounting to align forecast/budget with actuals
• Maintain Excel models used for performance and variance analysis
• Support ongoing initiatives to automate, improve and streamline the analysis and reporting process
• Develop financial and business acumen to become a valued thought partner to business and department leaders
• Work on routine assigned finance responsibilities with minimal supervision and ad-hoc projects with proactiveness
• Other duties as assigned

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business or Statistics
• Minimum of 4 years of relevant financial planning, reporting, and analysis experience
• Insurance Business Knowledge preferred
• Advanced Microsoft Excel
• Power BI, VBA or Power Query skills (a plus but not necessary)
• Strong analytical, verbal, and written communication
• Familiarity with accounting concepts
• GAAP knowledge preferred
• Ability to work in the Austin, TX office with Fridays being remote

Benefits

• Comprehensive benefits package including medical, dental, and vision insurance, spending accounts, and other voluntary benefits
• Annual Bonus Program
• Corporate 401k Matching
• Generous time off, 10 paid company holidays, sick time off, and paid parental leave
• Community Involvement perks, including 1 paid day off each year to volunteer with a local charity of your choice and company volunteer events
• Support & development to cultivate your knowledge and continuing education to support your professional designations
• Business casual dress code
• Hybrid work arrangement