Zywave · 6 days ago
Senior Financial Analyst
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InsuranceSoftware
Insider Connection @Zywave
Responsibilities
Perform analysis and reporting related to the company’s sales, commissions, and financial performance.
Prepare and assist with analysis of the company’s operating results and financial position.
Evaluate financial performance by comparing and analyzing actual results with plans and forecasts.
Identify trends and recommend actions to management.
Identify and drive process improvements, including creating standard and ad-hoc reports, tools, and Excel dashboards.
Compile and analyze department and product line profitability analyses.
Lead departmental expense reviews.
Analyze and recommend options for company improvement in revenue generation and expense reduction.
Assist with planning, developing, and preparing inputs for company’s budgets and forecasts.
Complete month-end financial analysis and reporting tasks.
Perform monthly review of financial results.
Analyze financial data and create financial models for decision support.
Assist with transfer pricing and allocation calculations.
Qualification
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Required
Bachelor’s Degree in Finance or Accounting
4-6 years of professional experience in Finance or Accounting
General technical knowledge of financial statements, budgeting, cash management, and financial analysis processes
Experience working with SaaS metrics
Strong financial modeling skills
Able to work with managers throughout the company in analyzing financial situations
Strong written and oral communication skills
Strong analytical, quantitative, and Excel skills
Detail oriented
Strong organizational skills
Ability to maintain a high level of financial confidentiality
Ability to streamline functions and a passion to learn and grow
Preferred
Sage Intacct and Salesforce experience desirable
Company
Zywave
Zywave leads the insurtech industry with the most comprehensive cloud platform solutions.
Funding
Current Stage
Late StageTotal Funding
unknown2020-09-17Acquired· by Clearlake Capital Group
Recent News
2024-05-24
2024-05-24
2024-05-24
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