Financial Analyst
1 month ago
Financial Analyst
CFS is partnering with an organization in Avon, CT who is looking to grow their finance team of 3.
About the Financial Analyst Role and Company:
- This position will report to the Sr. Financial Analyst
- Our client is committed to backing you in this position and offering practical, hands-on training
- They are committed to offering unwavering support to their employees and take pride in doing so.
- They offer flexible hours between 8:00-6:30 Pm
- A standard 40-hour workweek is expected, with no mandatory overtime. However, optional overtime is available if the workload suggests it.
Tasks of the Financial Analyst:
- Oversee the strategic allocation of cash resources to optimize financial operations.
- Retrieve outstanding receivables, including sending broker reminders and promptly notifying policyholders of any pending actions.
- Execute transactions related to premium receivables and accurately recording them in the General Ledger.
- Assist in the comprehensive evaluation of receivable reports to identify trends and potential areas for improvement.
- Draft professional and timely Notice of Cancellation letters to communicate policy changes effectively.
- Effectively manage cancellations related to Premium Finance, ensuring compliance with policies and procedures.
- Collaborate on monthly financial tasks, including preparing journal entries, compiling financial statements, and conducting thorough analyses of financial activities.
Preferred Qualifications of the Financial Analyst:
- Our client seeks individuals with strong technological proficiency.
- Experience with advanced Excel functions is highly valued, and exposure to ERP systems is considered a bonus.
- The ideal Financial Analyst will be a proactive and self-motivated individual who takes initiative.
- While a Finance degree is preferred, it is not a mandatory requirement for this position
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