Apply on Employer Site

Risk Placement Services, Inc. · 8 hours ago

Senior Financial Analyst

Rolling Meadows, IL

Full-time

Onsite

Mid, Senior Level

$64K/yr - $126K/yr

4+ years exp

Risk Placement Services, Inc. is a team of entrepreneurs and experts focused on delivering innovative solutions for clients. The Senior Financial Analyst will compile and analyze financial information, develop revenue/expense analyses, and transform data into actionable insights to improve revenue and profitability performance.

Auto InsuranceCommercial InsuranceInsurance

Responsibilities

Independently perform month-end/quarter-end/year-end close duties including understanding of both income statement and balance sheet accounts and related review. Prepare accruals. Provide clear analyses on trends and causes of variances in P&L categories

Prepare annual budgets, and monthly and quarterly branch and segment forecasts. Providing clear explanations for revenue variance to budget and Prior Year

Partner with branch leaders and finance leadership. Proactively identify trends in branch revenue and expenses. Provide recommendations for improvement in results through metrics or data analysis. Translate those findings into recommendations that align with monthly, quarterly, and annual goals

Work closely with the FP&A Director to identify and build out new processes and improve the existing finance processes to ensure data integrity and efficient analyses

Perform ad-hoc business analyses and financial modeling

Strong analytical and organizational skills along with strong written and verbal communication skills

Ability to succeed in fast paced environment where customer service to our business and finance partners is essential

Advanced Excel and business modeling skills (pivot tables, lookups, etc.)

Qualification

Financial modelingAdvanced ExcelFinancial management softwareData visualization softwareGAAP knowledgeAnalytical skillsCommunication skillsOrganizational skillsTeamworkSelf-starter

Required

Bachelor's degree and 4 years related experience required

Strong excel and financial management software skills are essential

Preferred

Bachelor's Degree in Finance or Accounting or related discipline required with a minimum of 3 -5 years of finance experience with progressive responsibility in an FP&A function

Strong communication skills, ability to work in a team environment

Self-starter and takes initiative

Financial management software skills such as JD Edwards, SAP

Expertise in extracting, manipulating, and analyzing data out of data visualization software such as PowerBI

Surety or Property & Casualty insurance industry experience preferred

Knowledge of GAAP