USI Insurance

General Description: 

Responsibilities:

• Assist with the consolidation of the annual budget and monthly forecasting data; prepare summary reports for management.
• Assist with preparation of monthly and quarterly reporting packages for review with CFO, CEO and Board of Directors.
• Develop and support dynamic Excel-based reporting tools to enhance the reporting process.
• Work with finance staff in the field to resolve data integrity issues and explain performance variances . 
• Provide management with ad hoc financial analysis upon request .
• Forecasting and budgeting centralized managed service departments.
• Assist with audit requests as needed.
• Identification, explanation and understanding of variances due to acquisition activity and integration.
• Other tasks as assigned.

Knowledge, Skills and Abilities:

• BA/BS degree in Finance or related field required.
• 2-5 years of related experience in Finance.
• Strong analytical ability, communication skills, and work-ethic.
• Ability to manage multiple projects and to meet deadlines under pressure.
• Strong MS Excel skills.
• Knowledge of SAP / BPC a plus.

Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage^® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

• The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.