Higginbotham · 16 hours ago
Financial Reporting Analyst
Higginbotham is seeking a Financial Reporting Specialist who will be responsible for providing financial reporting and ensuring data accuracy across multiple carrier sites. The role involves utilizing Excel for data manipulation, producing reports, and explaining financial reporting to various stakeholders.
Insurance
Responsibilities
Providing financial reporting to groups on a monthly basis
Working in multiple carrier sites to capture data accurately
Utilizing Excel to manipulate data
Correctly inputting data into complex reporting packages
Reviewing data to find inaccuracies
Learning new technology and programs
Producing and distributing reports
Explaining financial reporting to benefit analysts, producers and clients
Qualification
Required
Providing financial reporting to groups on a monthly basis
Working in multiple carrier sites to capture data accurately
Utilizing Excel to manipulate data
Correctly inputting data into complex reporting packages
Reviewing data to find inaccuracies
Learning new technology and programs
Producing and distributing reports
Explaining financial reporting to benefit analysts, producers and clients
Must have Intermediate Microsoft Excel skills or better
Keen attention to detail
Critical thinking skills and ability to spot abnormalities in data
Strong general computer and internet skills
Ability to quickly learn new software systems
Strong organizational skills and task-oriented
Capable of passing State Life and Health licensing exam upon hiring
High school diploma or equivalent required
Employee Health and Life License (Active)
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions
Ability to attend client meetings when requested
Preferred
College degree in data analytics, finance, insurance, mathematics, statistics preferred
Experience in group health insurance and/or data analytics preferred
Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable
Company
Higginbotham
Higginbotham is a provider of insurance brokerage services to businesses and individuals.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-12-16
2025-12-10
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