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Holmes Murphy · 1 week ago

Sr. Financial Analyst - Onsite Des Moines, IA

West Des Moines, IA

Full-time

Onsite

Mid, Senior Level

3+ years exp

Holmes Murphy is a forward-thinking, innovative company seeking a dynamic Sr. Financial Analyst to join their Finance team in Waukee, IA. The role involves preparing and maintaining complex financial modeling and analysis, creating financial metrics, and leading the annual budget planning process.

Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRisk Management

Growth Opportunities

Hiring Manager

Erica Greco

Responsibilities

Prepare and maintain complex financial modeling and analysis, including budgeting, forecasting, and expense management

Create, maintain, and monitor financial metrics around revenue, sales operations, and business performance

Review and analyze complex financial data to identify trends and insights, ensuring compliance with internal and external metrics

Perform standard financial analysis, including budget-to-actual comparisons and financial forecasting using prescribed systems and workflows

Lead the annual budget planning, aggregation, and consolidation process for assigned areas

Coordinate and liaison with internal leaders regarding budgeting, forecasting, and spend management, including personnel and headcount planning

Perform audits to ensure data integrity and accuracy

Timely resolve finance and accounting-related issues and questions for assigned areas

Demonstrate strong presentation skills to effectively communicate financial insights and recommendations to stakeholders

Qualification

Financial modelingBudgetingForecastingWorkdayAdaptive PlanningAnalytical skillsClient relationship managementCommunication skillsProblem-solving

Required

3-4 years of finance experience, preferably in the insurance industry

Robust financial knowledge and principles

Excellent analytical skills

Thorough understanding of workflows and systems

Preferred

Bachelor's degree preferably in Finance or Accounting

CPA or CFA designation a plus

Experience with Workday and Adaptive Planning preferred

Benefits

Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!

Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.

401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.

Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.

Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.

DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!

Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.

Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!