The Senior Financial Analyst acts as the primary Finance department liaison to all companies within the organization by interfacing with management to perform operational analysis, provide key financial metrics, develop budgets, conduct benchmark analysis, create business plans, forecast operating results and support critical business operating decisions by performing the following responsibilities.
Responsibilities & Key Objectives
•Partners with managers to analyze current business trends and presents business opportunities/improvements that positively impact financial results.
•Builds financial models to perform scenario analysis, sensitivity analysis and other tools to support strategic decision making across the organization.
•Analyzes financial management reports; investigates and explains unusual variances; identifies, researches, monitors and reports operational trends that impact business performance.
•Reviews, analyzes, prepares and reports recommendations regarding the financial impact of equipment purchases, business opportunities, compensation plans, capital expenditures, insurance industry regulations and other identified areas.
•Manages department and companywide projects for the Finance department. Projects and initiatives include, but are not limited to: operational benchmarking, software system development and continued system enhancement.
•Establishes procedures, prepares and coordinates schedules and expedites workflow.
•Supports the monthly accounting close process.
•Supports the annual year-end audit.
•Develops, analyzes and revises financial management reports using Crystal Reports.
•Prepares, analyzes and reviews insurance industry regulatory reports.
•Assists with special projects as needed.
•Performs other duties as assigned.
Bachelor’s degree (B.A.) with a minimum of four years related experience or equivalent required. Insurance, Lawson general ledger system and/or Crystal Reports experience a plus. MBA or CPA desirable.
Knowledge, Skills and Abilities
•Strong organizational, problem-solving, and analytical skills.
•Comprehensive knowledge of GAAP accounting policies and procedures.
•Proven leadership and business acumen skills.
•Commitment to excellence and high standards.
•Ability to work with all levels of management.
•Demonstrated ability to communicate complex information effectively to both technical and non-technical audiences across the organization.
•Excellent written and oral communication skills.
•Ability to manage priorities and workflow with minimal supervision.
•Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
•Acute attention to detail.
•Demonstrated ability to plan and organize projects.
•Ability to work independently and as a member of various teams and committees.
•Proficient on Microsoft Office.