Senior Financial Analyst

1 month ago

Charlotte, United States LHH Full time

Senior Financial Analyst

Summary: Prepares and analyzes accurate financial information on a timely basis, including but not limited to analysis on results of operation, profit/loss, product penetration, loss ratios, claims and commissions, pricing, and reporting those results and any unusual issues or circumstances to the Director of Financial Planning C Analysis. Will engage with the data analytics functional area to ensure data accuracy and participate in the development of analytical content in a modern business intelligence environment. Will also be involved in other projects and work closely with the VP of Finance and other team members. When necessary, this individual should be able to work cross functionally to support other departments when their skill set is required.

Supervisory Responsibilities:

This position has no direct supervisory responsibilities; however, the candidate must possess excellent project management, strategic thinking and analytical skills and provide leadership and strategic direction to the organization.

Essential Duties and Responsibilities (include the following. Other duties can be assigned):

-Develop financial forecasts including annual operating plan and strategic planning sessions.

-Review and analyze monthly reporting in modern BI environment to ensure accuracy; prepare for monthly and quarterly business review with leadership team.

-Perform analysis of Clients' loss trends, targeted towards reducing overall risk of loss by spotlighting areas for improvement.

-Ad hoc analysis as needed by management.

-Build "Deal Models" to be used in assessment of external client contract terms.

-Provides superior internal customer service to company’s Business Unit.

-Support the operations of the Organization's Incentive Program.

-Maintains CSI at or above Company standards

-Maintains an organized, clean and safe work area

-Participates in required training

-Follows Safeguards rules and regulations.

-Demonstrates the Company’s Core Values

-Complies with Company policies and procedures

-Observes all Federal, State, Local and Company safety rules and regulations in the performance of duties.

-Other duties as assigned

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.

Verbal and Writing Ability:

Ability to read and comprehend instructions, correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers and other employees. Should have strong group presentation skills and excellent written communication skills. Ability to read and interpret complex documents and financial figures.

Math Ability:

Ability to add, subtract, multiply and divide. The ability to research, analyze and matrix different types of business and demographic data.

Reasoning Ability:

Ability to apply common sense understanding to carry out instructions.

Attendance Expectations:

The position requires regular and predictable attendance. Scheduled shifts may include evening hours, weekends, and holidays.

Certificates and Licenses: Valid Driver’s License

Environment Demands:

Work includes frequent project assignments and interaction with customers, vendors, and company personnel. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; and sit. Duties are performed primarily in the office but frequent travel to dealership locations is required.

Physical Demands:

Duties are performed primarily at a desk in an office environment but will also be required to work throughout the premises. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to walk, stand, and sit; use hands to finger, handle, and feel.

Competency:

To perform the job successfully, an individual should demonstrate the following competencies:

Analytical - Collects and researches data; Designs work-flows and procedures.

Design - Generates creative solutions; Demonstrates attention to detail.

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations.

Technical Skills - Shares expertise with others.

Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service; Meets commitments.

Oral Communication - Listens and gets clarification; Responds well to questions; Demonstrates strong group presentation skills; Participates in meetings.

Team Work - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views.

Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs.

Quality Management - Demonstrates accuracy and thoroughness.

Business Acumen - Understands business implications of decisions.

Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue.

Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time. Excellent organizational skills, the ability to multi-task and prioritize.

Strategic Thinking - Develops strategies to achieve organizational goals; Understands organization's strengths C weaknesses; Analyzes market and competition.

Adaptability - Adapts to changes in the work environment; Manages competing demands; Able to deal with frequent change, delays, or unexpected events.

Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments.

Initiative - Volunteers readily; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities.

Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness.

Judgment - Displays willingness to make decisions; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process.

Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles.

Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Accepts responsibility for own actions.

Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance.

This job description in no way states or implies that these are the only duties and responsibilities to be performed by this employee. The employee will be required to follow any other instructions and to perform any other duties and responsibilities upon the request of a supervisor. This job description is subject to revision at the discretion of the company.

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