Skip to content

Financial Analyst


TX - Dallas, TX - Houston

Apply now Share Share Financial Analyst with Facebook Share Financial Analyst with LinkedIn Share Financial Analyst with Twitter Share Financial Analyst with a friend via e-mail
General Description: Responsible for effective forecasting and financial reporting for assigned areas.  Work closely with various departments/divisions. Includes finance, sales, regional management, and the National Accounting Center. Ensure forecast and other reporting reflect the most current data available.  

Analyze monthly production results to determine the breakout of production revenue. Produce a revenue roll-forward by line of business and operating company prior to month-end close deadline.
Review accuracy of transactions in Sagitta and BenefitPoint entered by Accounting Center and loaded from other source systems. 
Prepare monthly forecast by line of business and operating company.
        • Ensure accuracy of HR data; review actual results trend to forecasted trend.
        • Review and update new and lost business data with practice leaders and managers.
        • Review revenue forecast for CRM pipeline. 
        • Review revenue trailing trends, modify forecast as necessary.
        • Update expense forecast.
        • Prepare narrative analysis for operating company results. Includes prior year, prior forecast, and budget comparisons. Communicate to all appropriate parties. 
        • Review producer compensation calculations.
Complete monthly financial close and reporting. Includes production analysis, producer compensation, audits, charge backs, closing journal entries, and preparing management reports.  
Coordinate and review compensation settlements for sales professionals in the region.
Provide Accounting Center 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 ensure inclusion of all expenses, revenue, and new initiatives.
Validate/audit corporate producer awards incentive data quarterly.
Prepare Corporate analysis reports for Operating Company/Region on monthly or ad-hoc basis.
Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems, and analysis.

Knowledge, Skills and Abilities:
3 years + of experience in accounting or finance. Experience in the insurance field a plus.
Bachelor's degree in business administration, finance, or accounting.
SAP experience preferred.
Strong analytical skills. 
Ability to work in a fast-paced, team environment with minimal instruction. 
Strong technical skills with Microsoft Office products, including Excel.
Excellent verbal, written, and interpersonal communication skills. 
Ability to work with all levels of staff and management to maximize performance, creativity, problem solving, and results. 

Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. 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
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. 

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our Awards and Accolades page for a complete list of industry awards and recognitions! 

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