Senior Financial Analyst

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 provide critical finance/FP&A support (including 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.

Responsibilities

• Develop financial and business acumen to become a valued thought partner to business and department leaders.
• Review business trends and partner with business leaders to understand KPIs and develop recommendations for operational optimization and cost savings.
• Prepare monthly reports including KPIs, rolling forecasts, and financial variance reports and explanations for review by senior management.
• 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.
• 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. Master's degree in a related field preferred.
• 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 or Urbandale, IA office 4 days of the week, with Fridays being remote if located near one of the AMBA offices.

Benefits

• Comprehensive benefits package including medical, dental, and vision insurance, spending accounts, and other voluntary benefits.
• Annual Bonus Program.
• Corporate 401(k) 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 and development to cultivate your knowledge and continuing education to support your professional designations.
• Business casual dress code.
• Hybrid work arrangement.