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Financial Analyst

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General Description:  This position is responsible for effective forecasting and financial reporting for
assigned areas.  The Financial Analyst works closely with many departments/divisions, including Finance,
Sales, Regional Management, Corporate Finance and Accounting Center to ensure that the forecast and
other reporting reflect the most current data available.  

• Analyze monthly production results to determine the breakout of production revenue to produce a
revenue roll-forward by line of business, by operating company prior to month end close deadline.
• Review accuracy of transactions entered by Accounting Center staff and loaded from other source 
systems using the forecast/budget tool and SAP.  
• Prepare monthly forecast by line of business and operating company.
o Ensure accuracy of HR data; review actual results trend to forecasted trend
o Review and update new and lost business data with practice leaders and managers
o Review revenue forecast to CRM pipeline 
o Review revenue trailing trends, modify forecast as necessary
o Update expense forecast
o Prepare narrative analysis for Operating company results and communicate to all
appropriate parties (prior year, prior forecast and budget comparisons)
o Review producer compensation calculations
• Monthly financial close and reporting including production analysis, producer compensation, audits
and charge backs, closing journal entries and preparation of management reports.  
• Coordinate and review compensation settlements for sales professionals in the region
• Provide Accounting Center analyst with entries needed in the general ledger if issues found in
• Prepare annual budget by line of business and operating company.  Work with Practice, OpCo
leaders and Operating managers to insure inclusion of all expenses, revenue and/or new initiatives.
o Budget is generally 3 rounds prior to finalization and happens concurrently with
• Validate/audit corporate producer awards incentive data quarterly.
• Prepare Corporate analysis reports for Operating Company/Region as requested on a monthly or adhoc
•Collaborate with Corporate Finance/IT department to continually improve data flows, reporting
systems and analysis.
• Other projects and analysis as requested from RCFO, Regional/OpCo leaders or Corporate

Knowledge, Skills and Abilities: 
• A Bachelor's degree in Business Administration, Accounting, or related field.  
• A minimum of 2-3 years experience in accounting or finance. 
• Strong analytical skills.  
• Ability to act and operate independently with minimal daily direction from manager to accomplish
• Strong Microsoft Excel skills. 
• SAP experience preferred. 
• Excellent communication and interpersonal skills.  
• Ability to work cooperatively and collaboratively with all levels of employees, management, and
office locations to maximize performance, creativity, problem solving, and results.  
• Experience in the insurance field a plus.

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