Financial Analyst
Location:
FL - Fort Lauderdale
Apply now- 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.
- Ensure accuracy of HR data; review actual results trend to foretasted trend
- Review and update new and lost business data with practice leaders and managers
- Review revenue forecast to CRM pipeline
- Review revenue trailing trends, modify forecast as necessary
- Update expense forecast
- Prepare narrative analysis for Operating company results and communicate all appropriate parties (prior year, prior forecast and budget comparisons)
- Review producer compensation calculation
- 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 review.
- 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.
- Budget is generally 3 rounds prior to finalization and happens concurrently with forecasting.
- Validate/audit corporate producer awards incentive data quarterly.
- Prepare Corporate analysis reports for Operating Company/Region as requested on a monthly or ad-hoc basis.
- 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 Finance/Accounting.
- 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 tact and operate independently with minimal daily direction from manager to accomplish objectives.
- 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.
- 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.
- Ensure accuracy of HR data; review actual results trend to foretasted trend
- Review and update new and lost business data with practice leaders and managers
- Review revenue forecast to CRM pipeline
- Review revenue trailing trends, modify forecast as necessary
- Update expense forecast
- Prepare narrative analysis for Operating company results and communicate all appropriate parties (prior year, prior forecast and budget comparisons)
- Review producer compensation calculation
- 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 review.
- 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.
- Budget is generally 3 rounds prior to finalization and happens concurrently with forecasting.
- Validate/audit corporate producer awards incentive data quarterly.
- Prepare Corporate analysis reports for Operating Company/Region as requested on a monthly or ad-hoc basis.
- 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 Finance/Accounting.
- 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 tact and operate independently with minimal daily direction from manager to accomplish objectives.
- 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.
At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!
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 committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity 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
- Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
- Gold recipient, American Heart Association’s Workplace Health Achievement Index, three 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.
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