11 часов назад
Financial Analyst (Insurance)
70 000 - 80 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Analyst (Insurance): Preparing forecasts, budgets, revenue roll-forwards, and monthly financial reporting for insurance operating companies with an accent on production analysis, compensation settlements, and data accuracy. Focus on analyzing trends, validating accounting transactions, completing financial close activities, and improving reporting systems and data flows.
Location: Falls Church, Virginia, United States
Salary: $70,000–$80,000 per year
Company
is a large insurance brokerage and consulting firm with approximately $3 billion in revenue, more than 10,500 associates, and approximately 200 offices nationwide.
What you will do
- Analyze monthly production results and prepare revenue roll-forwards by line of business and operating company.
- Prepare monthly forecasts, annual budgets, expense forecasts, and narrative analysis comparing actual, forecast, and budget results.
- Review transactions in Sagitta, BenefitPoint, HR data, CRM pipeline data, and revenue trends for accuracy.
- Complete monthly financial close and reporting, including production analysis, producer compensation, audits, chargebacks, journal entries, and management reports.
- Coordinate compensation settlements and validate quarterly corporate producer award incentive data.
- Collaborate with Finance and IT to improve data flows, reporting systems, and analysis.
Requirements
- At least 3 years of experience in accounting or finance.
- Bachelor's degree in business administration, finance, or accounting.
- Strong analytical, technical, communication, and interpersonal skills.
- Advanced proficiency with Microsoft Office products, including Excel.
- Ability to work in a fast-paced team environment with minimal instruction and collaborate across staff and management levels.
Nice to have
- Experience in the insurance field.
- SAP experience.
Culture & Benefits
- Employee development, reward, and recognition programs, including Summit Awards.
- Medical, dental, vision, wellness, life insurance, short- and long-term disability, 401(k), flexible spending accounts, and health savings accounts.
- Paid time off, paid family leave, and paid holidays.
- College scholarships for associates' children and financial assistance programs.
- Diversity, inclusion, community engagement, and environmental sustainability initiatives.
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