Holmes Murphy · 2 hours ago
Sr. Financial Analyst I
West Des Moines, IA
Full-time
Onsite
Mid, Senior Level
3+ years expHolmes Murphy is a forward-thinking and innovative company looking for a dynamic Sr. Financial Analyst to join their Finance team. The role involves preparing complex financial modeling and analysis, leading budget planning processes, and ensuring data integrity while communicating financial insights to stakeholders.
Employee BenefitsFinancial ServicesInsuranceProperty InsuranceRisk Management
Responsibilities
Prepare and maintain complex financial modeling and analysis, including budgeting, forecasting, and expense management
Create, maintain, and monitor financial metrics around revenue, sales operations, and business performance
Review and analyze complex financial data to identify trends and insights, ensuring compliance with internal and external metrics
Perform standard financial analysis, including budget-to-actual comparisons and financial forecasting using prescribed systems and workflows
Lead the annual budget planning, aggregation, and consolidation process for assigned areas
Coordinate and liaison with internal leaders regarding budgeting, forecasting, and spend management, including personnel and headcount planning
Perform audits to ensure data integrity and accuracy
Timely resolve finance and accounting-related issues and questions for assigned areas
Demonstrate strong presentation skills to effectively communicate financial insights and recommendations to stakeholders
Qualification
Required
Bachelor's degree required; preferably in Finance or Accounting
3-4 years of finance experience, preferably in the insurance industry
The ideal candidate will possess robust financial knowledge and principles, applying these to deliver accurate and high-quality work
Demonstrate excellent analytical skills, capable of identifying opportunities or root causes and developing effective solutions
Thorough understanding of workflows and systems, actively contributing to processes and ensuring compliance while delivering exceptional client experiences
Preferred
CPA or CFA designation a plus
Experience with Workday and Adaptive Planning preferred
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
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