AssuredPartners

  • Financial Analyst

    Job ID
    2018-3461
    # of Openings
    1
    Category
    Finance
    Location
    US-OH-Richfield
  • Overview

    Job Title: Financial Analyst

    Department: Accounting

    Reports to: Regional Controller

    FLSA Status: Exempt

    Job Code: FI12FANE

     

    Summary Provides financial analysis in order to identify cost saving measures; creates accurate financial statements in order to increase profitability of the company. The Analyst will be responsible for gathering accurate and timely information to prepare and provide operations reporting at month-end, quarter-end close and fulfill ad-hoc report requests. This position will also be responsible for advanced excel operations and be able to develop data queries as necessary. 

    Responsibilities

    Essential Duties and Responsibilities include the following. Other duties may be assigned.    

     

    Preparation of monthly and Year-to-Date variance explanations and statistical data for assigned areas of responsibility.


    Assist in the preparation of monthly/quarterly/annual financial statements for assigned areas of responsibility.


    Assist in the preparation of Operating Budgets


    Maintain, issue & reconcile budgeting templates


    Work with team members to meet targets


    Prepare budgets for new acquisition as needed


    Monthly budget variance analysis


    Works directly with the Regional CFO on all new business acquisitions


    Internal/Ad Hoc Reports


    Analyze, organize and evaluate substantial amounts of data in short periods of time.


    Participates in special projects


    Perform other duties as requested by Management
      

    Follows company policies and procedures with respect to all essential duties and responsibilities of the job.

     

    Responsible for assisting with the development and training of team members as requested by their supervisor.

    Qualifications

    Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  Strong analytic and communication capabilities with ability to present information in ways that is relevant to the audience. 

     

    Education and/or Experience                                                  

    Bachelor’s degree (B A.) or equivalent; or four to six years related experience and/or training; or equivalent combination of education and experience.

     

    Language Skills                                              

    Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

     

    Mathematical Skills                                         

    Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.

     

    Reasoning Ability                                            

    Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

     

    Computer Skills                                              

    To perform this job successfully, an individual should have knowledge of agency management software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software. Advanced proficiency in Excel techniques and working knowledge of PowerPoint.

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