Holmes Murphy · 18 hours ago
Financial Analyst, Brokerage Services
West Des Moines, IA
Full-time
Onsite
New Grad, Entry Level
0+ years expHolmes Murphy is a forward-thinking and innovative company seeking a Financial Analyst to join their Finance team in West Des Moines, Iowa. The role involves preparing financial models, analyzing data, and supporting budgeting and forecasting processes to enhance the financial performance of the organization.
Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRisk Management
Responsibilities
Prepare and maintain basic financial modeling and analysis including budgeting, forecasting, and expense management
Create, maintain, and monitor basic financial metrics around revenue, sales operations, and business performance
Review and analyze basic financial data to identify trends and insights as well as ensure compliance with internal and external metrics
Perform basic financial analysis including budget-to-actual comparisons and financial forecasting using prescribed systems and workflows
Support the annual budget planning, aggregation, and consolidation process
Coordinate and liaison with internal leaders regarding budgeting, forecasting and spend management including personnel and headcount planning
Support the review and implementation of new reporting tools, models and capabilities
Assist with financial training to increase the financial acumen of brokerage services personnel
Support the implementation and maintenance of internal controls related to budgeting
Contribute to process improvements to enhance efficiency and accuracy
Assist with backing up other team members when absent
Perform special projects and other duties as requested
Timely resolve basic finance and accounting related issues and questions
Qualification
Required
Bachelor's degree required
Self-starter with a collaborative approach who values and supports teamwork
Accuracy and attention to detail
Capable of exercising discretion in basic confidential matters
Basic knowledge of financial concepts, business principles, processes and workflows
Ability to prioritize, manage time, and meet deadlines during peak periods
Good written and verbal communication skills
Ability to prioritize work and perform multiple tasks simultaneously
Problem-solving abilities to resolve basic issues and/or situations
Financial Knowledge, Principles & Practices: Invests in the development of financial knowledge and applies relevant financial principles and practices throughout daily responsibilities to deliver quality work and accurate outcomes
Analytical Skills: Ability to identify an opportunity and/or root cause, apply logical reasoning to analyze the facts, and develop and execute an effective outcome
Workflow & Systems Knowledge: Actively contributes to defined workflows, including related processes, procedures, and deliverables, and utilizing resources to deliver a world class client experience and adhering to compliance requirements
Preferred
Preferably in Finance, or Accounting
CPA or CFA designation preferred
Experience: 0-2 years finance experience, preferably in the insurance industry
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?!
Company
Holmes Murphy
Holmes Murphy provides property casualty insurance, employee benefits, captive insurance, risk management, and loss control.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$11.33M2019-06-03Series Unknown· $11.33M
Leadership Team
Clint Gemmill
Vice President, Complex Risk Practice Leader
Paul Crowley
VP Sales Leader, Employee Benefits
Recent News
2026-01-15
CITYVIEW
2025-11-05
Company data provided by crunchbase