Assist with month end close, including journal entries, reconciliations and research and analysis that happens during the close.
Maintain ownership of Iconixx (producer compensation software), review producer compensation calculations and respond to producer inquiries
Retrieves and organizes data into required reporting formats
Improve upon existing reporting as requested by management, which include working with systems such as Oracle Financial, Hyperion, Excel (Smartview), etc.
Research, identify and communicate key variances relating to financial and operational metrics
Provide ad-hoc financial and operational analysis to support business decisions
Participate in annual budget process and monthly forecasting processes
Provide support within the Finance department as needed

Bachelor’s degree in Accounting and/or Finance required
2+ years of accounting experience
Strong analytical and problem-solving skills
High degree of accuracy with a good eye for detail
Advanced knowledge in Microsoft Excel
Experience with Oracle and Hyperion is a plus
Strong organizational, verbal and written communication skills
Knowledge of Insurance Broker/Insurance Industry is a plus
Ability to work under pressure to meet deadlines
Self-motivated and proactive
Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment
Must have some flexibility of work hours and have the ability to potentially put in extra hours during peak time

Financial Analyst

Key skills