Senior Financial Analyst

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Relation Insurance Services

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🏗️ Construction

🏥 Healthcare

Consulting • Construction • Healthcare

Relation Insurance Services is a trusted partner in insurance brokerage, offering personalized solutions across various sectors. The company emphasizes building strong relationships based on trust and understanding client challenges, whether in personal or business contexts. With expertise in industries such as agribusiness, construction, finance, and technology, Relation Insurance Services leverages data-driven insights and long-term carrier relationships to navigate the complexities of insurance, ensuring clients feel safer and more in control of their insurance decisions.

📋 Description

• Prepares financial analyses, reporting, and recommendations for assigned departments to support budgeting, forecasting, and business planning activities. • Analyzes and evaluates departmental budget requests, supporting the preparation of budget documents, reports, recommendations, and related impact analyses. • Develops, enhances, and maintains financial models, forecasts, and analytical tools to support accurate reporting, performance analysis, and informed decision-making. • Communicates expected and actual financial results, including key assumptions, business drivers, trends, and variances. • Supports department representatives in preparing budget requests, including documentation, research, analysis, and budget impact support. • Provides technical and analytical support on budget matters, forecasting activities, and business planning initiatives. • Identifies, analyzes, and communicates financial issues that may impact business objectives and provides recommended solutions for review. • Supports audit processes through accurate documentation, analysis, and timely delivery of required information. • Completes special projects, requests for financial information from business unit leaders, ad hoc analyses, and line-of-business reporting. • Collaborates with accounting, finance, compensation, and other internal teams to support accurate reporting, budgeting, forecasting, and analysis.

🎯 Requirements

• High School Diploma or equivalent required. • Four-year degree in Accounting, Finance, Economics, Business, Statistics or other related field preferred. • Minimum 5 years of experience in financial analysis, business administration, general accounting, economic analysis, or a related discipline. • CPA a plus. • Strong proficiency in Excel and PowerPoint, with working knowledge of Word, financial systems, reporting tools, and related business software. • Strong analytical, mathematical, financial modeling, and critical-thinking skills. • Ability to independently analyze financial results, prepare supporting schedules, and present findings and recommendations to management. • Ability to build budgets, forecasts, and financial models. • Ability to complete in-depth revenue analysis incorporating market conditions, new and lost business, producer incentives, and compensation considerations.

🏖️ Benefits

• Competitive pay. • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs. • 401K. • Employee assistance programs. • Paid time off. • Paid holidays. • Career advancement and development opportunities.