Financial Reporting Analyst

1 month ago

Fort Worth, United States Higginbotham Insurance Agency Full time

The Financial Reporting Specialist will be responsible for:

  • Providing financial reporting to groups on a monthly basis
  • Working in multiple carrier sites to capture data accurately
  • Utilizing Excel to manipulate data
  • Correctly inputting data into complex reporting packages
  • Reviewing data to find inaccuracies
  • Learning new technology and programs
  • Producing and distributing reports
  • Explaining financial reporting to benefit analysts, producers and clients
Specific Knowledge, Skills and Abilities:
  • Must have Intermediate Microsoft Excel skills or better
  • Keen attention to detail
  • Critical thinking skills and ability to spot abnormalities in data
  • Strong general computer and internet skills
  • Ability to quickly learn new software systems
  • Strong organizational skills and task-oriented
  • Capable of passing State Life and Health licensing exam upon hiring
Experience and Education:
  • College degree in data analytics, finance, insurance, mathematics, statistics preferred
  • High school diploma or equivalent required
  • Experience in group health insurance and/or data analytics preferred
Physical Requirements:
  • Will be required to attend two week-long in office training programs in a classroom like setting
  • Must be capable of working in an office like environment
  • May be required to lift files, packages, etc. of up to 20 pounds
  • Work independently and remain focused in a cubicle environment or at home environment
  • Ability to attend client meetings when requested

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