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Jr. 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.
    • 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 to CRM pipeline
    • Review revenue trailing trends, modify forecast as necessary
    • Update expense forecast
    • Prepare narrative analysis for Operating company results and communicate to all appropriate parties (prior year, prior forecast and budget comparisons)
    • 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 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 to act 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.

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