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Sr Financial Analyst


OH - Cincinnati

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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.



  • Manage monthly forecasting process for assigned operating companies.
  • Manage producer commission/compensation for region.
  • Participate in the production of accurate and timely monthly, quarterly and annual regional financial reports, the expected result of which is the basis of decision-making to run the company.
  • Perform monthly analysis of operating company results to RCFO and operating company management.
  • Manage the revenue and expense variance reporting process throughout the month.
  • Oversee and assist in creating annual budget for use as a performance guide and basis of measurement. Act as a liaison with the regional accounting group to roll up Regional Budget.
  • Compile and prepare mid-month Producer Variance Report and prepare forecast for month-end revenue and expense projections.
  • Prepare ad hoc reports and analyses to assist management team gain insight on results and future activities related to revenue and expenses.
  • Variance analysis and special projects for decision-making.
  • Contribute to the development of policies and procedures to facilitate the workflow throughout the Accounting Department and company.
  • Assist with the compliance and communication of internal controls.
  • Work with Accounts Receivable management for operating companies assigned.
  • Other projects and analysis as requested from RCFO, Regional/OpCo leaders or Corporate Finance/Accounting.

Knowledge, Skills and Abilities:

  • College Graduate with Degree in Finance or Accounting
  • Minimum of 5 years related experience
  • Strong verbal and written communication skills
  • CPA or MBA Preferred
  • MS Office Application, Strong/Advanced Excel
  • Proactive and Flexible
  • Work well with various levels of staff and management
  • Ability to Organize and Multi Task
  • Ability to work with a team as well as independently
  • 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.

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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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.

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