OneDigital
Senior Financial Analyst - Hybrid (Atlanta, GA)
OneDigital, Atlanta, Georgia, United States, 30383
Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.Our Newest Opportunity:
The primary purpose of the Senior Financial Analyst is to prepare financial related analyses and research for company operations including duties related to budgeting/forecasting, organic growth calculations, month-end close, new business and other ad hoc analysis for corporate operations.Essential Duties and Responsibilities:
Complete annual budgetComplete monthly re-forecast, including review of revenue run rates, carrier bonus, block change and staffingPrepare and distribute internal financial reporting, including MD&A and variance analysis to plan, PY, prior forecast and pro forma where applicableFinancial Business Partner to P&L Leaders / PrincipalsLiaison between operations teams and producer compensation / revenue accountingTrack earn out performance and review with Seller. Liaison with Treasury on earn out paymentsComplete producer buy out modelsReview and approve job requisitions (net new & replacement) via Workday for given P&LsDevelop financial analysis for new space & lease reviews, including capex and buildout if applicableTrack regional bonus accrualsReview and analyze monthly producer compensation expense and spend identifying opportunities for cost savings; Validate and audit commission data for accuracy, completeness, and consistencyComplete ad-hoc tasks for the FP&A team on an as-needed basisAssist with AR preparation on an as-needed basisQualifications, Skills and Requirements:
Strong mathematical, analytical, organizational and interpersonal skills;Strong verbal and written communication skills;Ability to maintain confidentiality;Ability to thrive in a fast-paced environment;Self-motivated to learn new concepts and participate in new projects;Education, Training and Experience:
Bachelor’s degree in Accounting, Finance, or related area;Three to six years of experience in a similar financial position;Advanced Microsoft Excel knowledge;Experience with insurance brokerage operations, preferred but not required;Understanding of generally accepted accounting principles (GAAP).Must be detail oriented, accurate and have the ability to prioritize and complete tasks within a given time frame.Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careersThank you for your interest in joining the OneDigital team!
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The primary purpose of the Senior Financial Analyst is to prepare financial related analyses and research for company operations including duties related to budgeting/forecasting, organic growth calculations, month-end close, new business and other ad hoc analysis for corporate operations.Essential Duties and Responsibilities:
Complete annual budgetComplete monthly re-forecast, including review of revenue run rates, carrier bonus, block change and staffingPrepare and distribute internal financial reporting, including MD&A and variance analysis to plan, PY, prior forecast and pro forma where applicableFinancial Business Partner to P&L Leaders / PrincipalsLiaison between operations teams and producer compensation / revenue accountingTrack earn out performance and review with Seller. Liaison with Treasury on earn out paymentsComplete producer buy out modelsReview and approve job requisitions (net new & replacement) via Workday for given P&LsDevelop financial analysis for new space & lease reviews, including capex and buildout if applicableTrack regional bonus accrualsReview and analyze monthly producer compensation expense and spend identifying opportunities for cost savings; Validate and audit commission data for accuracy, completeness, and consistencyComplete ad-hoc tasks for the FP&A team on an as-needed basisAssist with AR preparation on an as-needed basisQualifications, Skills and Requirements:
Strong mathematical, analytical, organizational and interpersonal skills;Strong verbal and written communication skills;Ability to maintain confidentiality;Ability to thrive in a fast-paced environment;Self-motivated to learn new concepts and participate in new projects;Education, Training and Experience:
Bachelor’s degree in Accounting, Finance, or related area;Three to six years of experience in a similar financial position;Advanced Microsoft Excel knowledge;Experience with insurance brokerage operations, preferred but not required;Understanding of generally accepted accounting principles (GAAP).Must be detail oriented, accurate and have the ability to prioritize and complete tasks within a given time frame.Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careersThank you for your interest in joining the OneDigital team!
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