Senior Financial Analyst
The Senior Financial Analyst will have a focus on both short and long-term financial planning and analysis to evaluate and forecast business performance. Key responsibilities include :
- Works closely with the CFO, Leadership team, underwriting and sales staff to enable our Insurance with Ease vision.
- Execution of the department's strategies and key initiatives through special projects
- Utilizing data-driven insights to uncover behavioral patterns within agency operations and enhance performance across key metrics.
- Collaboration throughout the organization to provide overall efficiencies within BMP
Duties include but are not limited to :
Ensuring accuracy, completeness, and adherence to deadlines around the monthly, quarterly, and year-end close process.Performing detailed analysis of internal financial data, including profit and loss statements, financial reports, revenues, direct expenses, and commissions.Conduct analysis of key business drivers, trends and performance indicators to provide value-added inputs.Develop and maintain complex financial models and dashboards to support forecasting, scenario planning, and strategic initiatives.Partner with business units to provide financial guidance and support for operational and strategic decisions.Evaluating external and internal intel to provide actionable insight into the current market landscape.Maintain Power BI reports for accuracy, quality and relevanceQualifications :
Bachelor's degree in Finance, Accounting or pursuing a Master's in Business Administration with a concentration in finance or accounting, or comparable advanced professional education.Strong written and verbal communication skills, with the ability to collaborate effectively across business functions.Skilled in interpreting data trends and delivering actionable insights to support strategic decision-making.Highly organized and adept at managing time effectively in dynamic environments with shifting priorities.Demonstrates initiative and curiosity, with a commitment to thorough research and problem-solving.Proficient in Microsoft Office tools (Excel, Word, Outlook, PowerPoint) and financial reporting systems such as Essbase, Hyperion, Vena.The company is an equal employment opportunity employer.
We do not accept unsolicited resumes from third party recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees including : Base Salary Range : 80k-$115k Eligible to participate in annual discretionary bonus Benefits include : Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans.
