Financial Reporting Analyst jobs in United States
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Higginbotham · 15 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
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Culture & Values

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

Microsoft ExcelData analyticsApplied Epic experienceInsurance knowledgeAttention to detailCritical thinkingOrganizational skillsDependabilityTimely task completionCommunication skillsTeam collaborationAdaptabilityCreative thinkingClient focus

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

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Higginbotham is a provider of insurance brokerage services to businesses and individuals.

Funding

Current Stage
Late Stage

Leadership Team

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Rusty Reid
Chairman, President & CEO
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Andrew Reutter
Chief Financial Officer & Chief Operating Officer
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Company data provided by crunchbase