Financial Performance Analyst

1 week ago


Sugar Land, Texas, United States West Bend Insurance Company Full time
Job Overview

We are seeking a skilled Financial Performance Analyst to join our team at West Bend Insurance Company.

About Us

As a Milwaukee Journal Sentinel Top Workplace for 12 consecutive years, we value our associates as our greatest asset. We hire talented individuals who are conscientious, dedicated, customer-focused, and able to build lasting relationships.

Job Summary

The Financial Performance Analyst will collect and analyze financial information to track the organization's progress against financial goals. This role will report current or expected financial performance and create financial models to guide decision making.

Responsibilities
  • Analyze key metrics from financial records including expenditures, revenue, depreciation, tax, and investments
  • Make recommendations for action and/or modifications regarding financial procedures, plans, and controls
  • Assist in the preparation of the annual budget, monthly forecasts, and tax filings
Requirements

To be successful in this role, you will need:

  • 2-4 years of experience in accounting or finance
  • Knowledge of Excel and financial systems (e.g., OneStream or Hyperion)
  • Analytical abilities and a Bachelor's degree in accounting or finance, or an equivalent combination of education and experience
What We Offer

We offer a competitive salary range of $70,000 - $90,000 per year, depending on experience.

EEO Statement

West Bend provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.



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