USI Insurance Services · 2 days ago
Financial Analyst
Falls Church, VA
Full-time
Onsite
Mid Level
3+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to providing exceptional personal and professional development for its associates. The Financial Analyst will be responsible for effective forecasting and financial reporting, collaborating closely with various departments to ensure accurate financial data and reporting.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Analyze monthly production results to determine the breakout of production revenue. Produce a revenue roll-forward by line of business and operating company prior to month-end close deadline
Review accuracy of transactions in Sagitta and BenefitPoint entered by Accounting Center and loaded from other source systems
Prepare monthly forecast by line of business and operating company
Ensure accuracy of HR data; review actual results trend to forecasted trend
Review and update new and lost business data with practice leaders and managers
Review revenue forecast for CRM pipeline
Review revenue trailing trends, modify forecast as necessary
Update expense forecast
Prepare narrative analysis for operating company results. Includes prior year, prior forecast, and budget comparisons. Communicate to all appropriate parties
Review producer compensation calculations
Complete monthly financial close and reporting. Includes production analysis, producer compensation, audits, charge backs, closing journal entries, and preparing management reports
Coordinate and review compensation settlements for sales professionals in the region
Provide Accounting Center with entries needed in the general ledger if issues found in review
Prepare annual budget by line of business and operating company. Work with Practice, OpCo leaders, and Operating managers to ensure inclusion of all expenses, revenue, and new initiatives
Validate/audit corporate producer awards incentive data quarterly
Prepare Corporate analysis reports for Operating Company/Region on monthly or ad-hoc basis
Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems, and analysis
Qualification
Required
3 years + of experience in accounting or finance. Experience in the insurance field a plus
Bachelor's degree in business administration, finance, or accounting
Strong analytical skills
Ability to work in a fast-paced, team environment with minimal instruction
Strong technical skills with Microsoft Office products, including Excel
Excellent verbal, written, and interpersonal communication skills
Ability to work with all levels of staff and management to maximize performance, creativity, problem solving, and results
Preferred
SAP experience preferred
Benefits
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Generous paid time off policy
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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