Alliant Insurance Services
Senior Financial Analyst
Alliant Insurance Services, Austin, Texas, us, 78716
Senior Financial Analyst
Austin, TX, USA Req #2828
Monday, November 11, 2024
Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. More information is available on the company's website at: www.alliant.com. SUMMARY Responsible for providing analytical support to operating group leadership and the Corporate Finance management team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides broad analytical support to assigned operating group(s) and acts as a liaison between Finance and other operational departments;
Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts. Clearly articulates to management the narrative behind the numbers;
Designs and prepares ad hoc and standard management reporting. Proactively seeks opportunities to provide increasingly insightful reports to management;
Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives;
Leads the forecasting and budgeting processes for assigned operating group(s). Creates and maintains planning templates and reports, helps to construct revenue and expense plans, identifies and analyzes variances, challenges and redirects business assumptions as needed;
Organizes and analyzes large quantities of data and performs data reconciliations to ensure accuracy of work products. Identifies and interprets patterns and outliers in the data set and provides insight into the meaning of the data;
Partners with IT to develop and maintain integrity of financial systems used for analysis;
Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency;
Completes special projects as assigned to support corporate objectives;
Other duties as assigned.
QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience Five (5) or more years related work experience; specifically in a FP&A role Strong understanding of financial computer systems and data systems Graduate degree or professional certification Certified Corporate FP&A Professional Certified Public Accountant (CPA) Certified Financial Planner-CFP Board
SKILLS Excellent verbal and written communication skills, polished presentation skills Strong planning, organizational, and time management skills Ability to prioritize multiple concurrent assignments and complete work by required due dates Strong ability to interpret and analyze financial statements Strong mathematical ability Technical understanding of data structure, data mining and reporting processes Highly proactive; actively seeks opportunities for process improvement Ability to interact professionally with employees across all levels of organization Works independently with minimal supervision and as a member of a team Proficient in Microsoft Office products, with advanced Excel skills and familiarity with Access We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the "Apply Now" button. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here.
Other details Pay Type Salary
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Austin, TX, USA
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Austin, TX, USA Req #2828
Monday, November 11, 2024
Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations. More information is available on the company's website at: www.alliant.com. SUMMARY Responsible for providing analytical support to operating group leadership and the Corporate Finance management team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides broad analytical support to assigned operating group(s) and acts as a liaison between Finance and other operational departments;
Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts. Clearly articulates to management the narrative behind the numbers;
Designs and prepares ad hoc and standard management reporting. Proactively seeks opportunities to provide increasingly insightful reports to management;
Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives;
Leads the forecasting and budgeting processes for assigned operating group(s). Creates and maintains planning templates and reports, helps to construct revenue and expense plans, identifies and analyzes variances, challenges and redirects business assumptions as needed;
Organizes and analyzes large quantities of data and performs data reconciliations to ensure accuracy of work products. Identifies and interprets patterns and outliers in the data set and provides insight into the meaning of the data;
Partners with IT to develop and maintain integrity of financial systems used for analysis;
Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency;
Completes special projects as assigned to support corporate objectives;
Other duties as assigned.
QUALIFICATIONS EDUCATION / EXPERIENCE Bachelor's Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience Five (5) or more years related work experience; specifically in a FP&A role Strong understanding of financial computer systems and data systems Graduate degree or professional certification Certified Corporate FP&A Professional Certified Public Accountant (CPA) Certified Financial Planner-CFP Board
SKILLS Excellent verbal and written communication skills, polished presentation skills Strong planning, organizational, and time management skills Ability to prioritize multiple concurrent assignments and complete work by required due dates Strong ability to interpret and analyze financial statements Strong mathematical ability Technical understanding of data structure, data mining and reporting processes Highly proactive; actively seeks opportunities for process improvement Ability to interact professionally with employees across all levels of organization Works independently with minimal supervision and as a member of a team Proficient in Microsoft Office products, with advanced Excel skills and familiarity with Access We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer. For immediate consideration for this position, please click on the "Apply Now" button. Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status. If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here.
Other details Pay Type Salary
Apply Now
Austin, TX, USA
Share this job: