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Financial Analyst I

3 months ago

Birmingham, United States Calculated Hire Full time

Financia Analyst I

Hybrid - Birmingham, AL or St. Louis, MO

6 Month Contract

$24+/hr


This position is responsible for providing financial support to the distribution teams of both the Retirement and Protection Divisions of our Insurance client in Birmingham, AL.


The primary responsibilities include:

  • Providing support for the marketing allowance program as well as the sales incentive bonus payments.
  • Assisting with the annual budget process, quarterly expense forecasts, monthly expense/budget analysis, invoice approvals, and general technical support for the Sales & Marketing team.
  • Provide quality financial and technical support using available tools, including SAP general ledger, Microsoft Excel, Anaplan, and Sales DataMart.
  • 60% Responsible for supporting the marketing allowance program as well as the Sales Incentive Plan (SIP) bonus payments.
  • Perform monthly and quarterly calculations
  • Prepare accruals and reconciliations
  • Prepare payment requests
  • Assist with analysis
  • Assist with contract review
  • Work with IT to update reporting as needed
  • 20% Perform monthly accounting duties.
  • Prepare monthly expense accruals, reclasses, and miscellaneous journal entries
  • Reconcile balance sheet accounts
  • Prepare monthly budget vs. actual expense variance reports
  • Assist with wholesaler expense reporting
  • Prepare general ledger analysis, queries, pivots and related needs
  • Calculate all index fee payments 15% Assist with budget process and variance analysis for the Sales and Marketing teams.
  • Assist with budget & expense forecasts during the year
  • Provide support to Sales and Marketing teams (technical support with Anaplan system and other assistance as needed)


Education/Qualifications:

  • Bachelor’s degree in accounting, finance or related field
  • One to two years of applicable accounting experience
  • Strong knowledge of excel
  • Basic knowledge of general ledgers and GAAP accounting.
  • Some experience with sales reporting, budgets and monthly expense analysis is a plus. This position requires solid accounting, analytical, and technical abilities.
  • Excellent communication skills are needed as there will be regular interaction with the Sales & Marketing managers, sales team, outside firms, as well as with IT, Finance, and various other areas within the company.