Skip to content

Financial Analyst


TX - Houston

Apply now Share Share Financial Analyst - Houston with Facebook Share Financial Analyst - Houston with LinkedIn Share Financial Analyst - Houston with Twitter Share Financial Analyst - Houston with a friend via e-mail

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).
  • Business Insurance's 2021 list of Best Places to Work in Insurance for the second year in a row. 
  • Forbes Best Large Employers in America (2018-2019). 
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).
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.
    • 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.

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 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.


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.

Job ID:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email