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Job Details

Locations
NY - Valhalla
Job ID
30612

Description and Requirements

General Description: 

The Corporate Financial Analyst’s core responsibilities will center on financial planning and analysis but the Analyst will have an opportunity to get involved with specialty areas including but not limited to:

  • Dynamic Reporting & Tools
  • Operating regions support and training
  • Acquisition integration & support
  • Financial Systems Administration (BPC)
  • Private Equity Board Book Preparation

Responsibilities:

  • Assist with the consolidation of the annual budget and monthly forecasting data; prepare summary reports for management.
  • Assist with preparation of monthly and quarterly reporting packages for review with CFO, CEO and Board of Directors.
  • Develop and support dynamic Excel-based reporting tools to enhance the reporting process.
  • Work with finance staff in the field to resolve data integrity issues and explain performance variances . 
  • Provide management with ad hoc financial analysis upon request .
  • Forecasting and budgeting centralized managed service departments.
  • Assist with audit requests as needed.
  • Identification, explanation and understanding of variances due to acquisition activity and integration.
  • Other tasks as assigned.

Knowledge, Skills and Abilities:

  • BA/BS degree in Finance or related field required.
  • 2-5 years of related experience in Finance.
  • Strong analytical ability, communication skills, and work-ethic.
  • Ability to manage multiple projects and to meet deadlines under pressure.
  • Strong MS Excel skills.
  • Knowledge of SAP / BPC a plus.
#LI-AL1

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 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. 

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 and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates 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 eight consecutive years (2018-2025).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
  • Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). 
  • Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest 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.


$75K-$95K w/ 10% Bonus