Associate Financial Analyst jobs in United States
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Applied Systems · 8 hours ago

Associate Financial Analyst

Applied Systems is a company transforming the insurance industry with innovative software and services. They are seeking an Associate Financial Analyst to join their FP&A team, responsible for maintaining financial planning tools, creating materials for board meetings, and supporting financial modeling and reporting.

InsuranceSoftware
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Work & Life Balance

Responsibilities

Maintain the financial planning tool for the enterprise
Help create Board and Operating materials on a monthly/quarterly basis
Maintain financial models to support the product/new business initiatives, budgeting, and forecasting
Automate and streamline monthly reporting
Support consolidation and reporting of operational data and metrics while providing insights and driving measurable results through strong influencing and collaboration skills
Interpret the data into actionable items and collaborate with cross-functional partners to drive measurable results with a sense of urgency
Lead development and enhancement of dashboards and reporting packages to drive improved business results

Qualification

Financial modelingExcel expertiseFP&A experienceAnalytical skillsCommunication skills

Required

BS/BA in finance, business, or a related field
1+ years of related FP&A and business partnership
Excel expertise, with the ability to build and manage complex models
Ability to communicate effectively across multiple levels of an organization
Excellent with numbers, math & logic

Preferred

Excellent financial management and analytical skills, with a deep and demonstrated understanding of financial modeling and analysis tools
Passionate about business: you like to understand what drives a business, and try to identify opportunities to go after and risks to mitigate

Benefits

Medical, Dental, and Vision Coverage
Holiday and Vacation Time
Health & Wellness Days
A Bonus Day for Your Birthday

Company

Applied Systems

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Applied Systems is a digital insurance agency that provides software for agency management systems.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
CapitalGStone Point Capital
2018-10-16Series Unknown
2017-09-11Private Equity
2013-11-26Acquired

Leadership Team

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Taylor Rhodes
CEO
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Company data provided by crunchbase