AMBA · 1 week ago
Senior Financial Analyst
Austin,TX,US
Full-time
Hybrid
Mid, Senior Level
4+ years expAMBA is a trusted provider of essential coverage for retired public servants nationwide, seeking a talented Senior Financial Analyst to join their Finance Team. The role involves providing critical finance/FP&A support and guidance to internal customers on strategic business decisions that drive customer sales, retention, and cost savings.
FinanceFinancial ServicesHealth CareInsurance
Responsibilities
Prepare monthly reports including KPIs, rolling forecasts, and financial variance reports and explanations for review by senior management
Review business trends and partner with various business leaders to understand KPIs and recommendations for operation optimization and cost savings
Prepare both executive-level quality and detailed statistical analysis and reporting
Ensure the integrity, accuracy, and validity of the information being reported
Partner with accounting to align forecast/budget with actuals
Maintain Excel models used for performance and variance analysis
Support ongoing initiatives to automate, improve and streamline the analysis and reporting process
Develop financial and business acumen to become a valued thought partner to business and department leaders
Work on routine assigned finance responsibilities with minimal supervision and ad-hoc projects with proactiveness
Other duties as assigned
Qualification
Required
Bachelor degree in Finance, Accounting, Economics, Business or Statistics
Minimum of 4 years of relevant financial planning, reporting, and analysis experience
Advanced Microsoft Excel
Strong analytical, verbal, and written communication
Familiarity with accounting concepts
Ability to work in the Austin, TX office or Urbandale, IA office 4 days of the week, with Friday's being remote
Preferred
Insurance Business Knowledge preferred
Power BI, VBA or Power Query skills (a plus but not necessary)
GAAP knowledge preferred
Benefits
Comprehensive benefits package including medical, dental, and vision insurance, spending accounts, and other voluntary benefits.
Annual Bonus Program.
Corporate 401k Matching.
Generous time off, 10 paid company holidays, sick time off, and paid parental leave.
Community Involvement perks, including 1 paid day off each year to volunteer with a local charity of your choice and company volunteer events.
Support & development to cultivate your knowledge and continuing education to support your professional designations.
Business casual dress code.
Hybrid work arrangement.
Company
AMBA
AMBA distributes a comprehensive suite of life, health, property, casualty, and annuity products and services for professionals, retirees, associations and affinity groups across the U.S.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Genstar Capital
2021-08-02Private Equity
Leadership Team
Steve Cardinal
CEO
Angie Folkers, AIS, CLCS
Vice President P&C Operations
Company data provided by crunchbase