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Lead Financial Analyst
2 months ago
Exciting Career Opportunity:
The primary function of the Senior Financial Analyst at Digital Insurance LLC is to conduct financial analyses and research that support company operations. This includes responsibilities related to budgeting and forecasting, organic growth assessments, month-end closing processes, new business evaluations, and various ad hoc analyses for corporate functions.
Key Responsibilities:
Implements a strategic financial integration by: Performing intricate reconciliations and analyses necessary for a successful transition within Digital Insurance systems and processes, as well as managing data, including CRM administration to ensure precise revenue tracking. Develops expertise in specific strategic acquisitions, particularly concerning revenue recognition and compensation expenses. Collaborates with the accounting team to ensure the accuracy of revenue and compensation-related expenses. Conducts monthly reforecasts and variance analyses comparing actual results to planned figures for assigned offices. Evaluates financial performance against key 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 comprehensive sales and termination reporting tools. Supports leadership in specific business units by providing visibility into sales and growth opportunities through regular reporting and collaborative reviews. Engages with Managing Principals and operational teams as part of the planning and forecasting process. Identifies, investigates, and analyzes potential operational enhancements. Proposes operational changes (policies, procedures, processes, etc.) based on findings as appropriate. Conducts audits and provides oversight on other finance departments as their efforts relate to designated business units. Performs additional duties as necessary.Qualifications, Skills, and Requirements:
Strong mathematical, analytical, organizational, and interpersonal skills. Excellent verbal and written communication abilities. Prior exposure to revenue recognition principles. Capacity to maintain confidentiality. Ability to excel in a fast-paced environment. Self-driven to learn new concepts and engage in new projects.Education, Training, 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 with 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.