Lead Financial Analyst

1 week ago


Atlanta, Georgia, United States Digital Insurance LLC Full time

Exciting Career Opportunity:

The main objective of the Senior Financial Analyst at Digital Insurance LLC is to conduct financial analyses and research that support the company's operations. This includes responsibilities related to budgeting and forecasting, organic growth assessments, month-end closing processes, new business initiatives, and various ad hoc analyses for corporate functions.

Key Responsibilities:

Facilitates a comprehensive financial integration by: Conducting intricate reconciliations and analyses essential for a seamless transition within Digital Insurance systems and processes. Managing data, including the administration of CRM configurations to ensure precise revenue tracking. Cultivates expertise in particular strategic acquisitions, especially concerning revenue recognition and compensation costs. Collaborates with the accounting team to ensure the accuracy of revenue and compensation expenditures. Completes monthly reforecasts and variance analyses comparing actual results to planned figures for designated offices. Evaluates financial performance against critical business metrics and documents significant financial insights that assist management in assessing progress against objectives. Aids company-wide sales leadership in the creation and continuous improvement of a comprehensive sales and termination reporting tool. Provides specific business unit leadership with insights into sales and growth potential by generating regular reports and engaging in discussions to refine strategies. Engages with Managing Principals and operational teams as part of the planning and forecasting initiatives. Identifies, examines, and evaluates potential operational enhancements. As warranted, proposes operational modifications (policies, procedures, processes, etc.) based on findings. Conducts audits and offers oversight on other finance departments concerning their activities related to specific business units. Performs additional duties as necessary.

Qualifications, Skills, and Experience:

Exceptional mathematical, analytical, organizational, and interpersonal abilities; Proficient verbal and written communication skills; Familiarity with revenue recognition principles; Capacity to maintain confidentiality; Ability to excel in a dynamic environment; Self-driven to acquire new knowledge and engage in new projects.

Education and Experience:

Bachelor's degree in Accounting, Finance, or a related field; Three to six years of experience in a comparable financial role; Advanced proficiency in Microsoft Excel; Experience in insurance brokerage operations is preferred but not mandatory; Understanding of generally accepted accounting principles (GAAP). Must be detail-oriented, accurate, and capable of prioritizing and completing tasks within specified timeframes.

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