Financial Analyst

General Description: This position is responsible for effective forecasting and financial reporting for
assigned areas. The Financial Analyst works closely with many departments/divisions, including Finance,
Sales, Regional Management, Corporate Finance and Accounting Center to ensure that the forecast and
other reporting reflect the most current data available.

Responsibilities:

* Analyze monthly production results to determine the breakout of production revenue to produce a revenue roll-forward by line of business, by operating company prior to month end close deadline.
* Review accuracy of transactions entered by Accounting Center staff and loaded from other source systems using the forecast/budget tool and SAP.
* Prepare monthly forecast by line of business and operating company.

* Ensure accuracy of HR data; review actual results trend to foretasted trend
* Review and update new and lost business data with practice leaders and managers
* Review revenue forecast to CRM pipeline
* Review revenue trailing trends, modify forecast as necessary
* Update expense forecast
* Prepare narrative analysis for Operating company results and communicate all appropriate parties (prior year, prior forecast and budget comparisons)
* Review producer compensation calculation

* Monthly financial close and reporting including production analysis, producer compensation, audits and charge backs, closing journal entries and preparation of management reports.
* Coordinate and review compensation settlements for sales professionals in the region
* Provide Accounting Center analyst with entries needed in the general ledger if issues found in review.
* Prepare annual budget by line of business and operating company. Work with Practice, OpCo leaders and Operating managers to insure inclusion of all expenses, revenue and/or new initiatives.

* Budget is generally 3 rounds prior to finalization and happens concurrently with forecasting.

* Validate/audit corporate producer awards incentive data quarterly.
* Prepare Corporate analysis reports for Operating Company/Region as requested on a monthly or ad-hoc basis.
* Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems and analysis.
* Other projects and analysis as requested from RCFO, Regional/OpCo leaders or Corporate Finance/Accounting.

Knowledge, Skills and Abilities:

* A Bachelor's degree in Business Administration, Accounting, or related field.
* A minimum of 2-3 years experience in accounting or finance.
* Strong analytical skills.
* Ability tact and operate independently with minimal daily direction from manager to accomplish objectives.
* Strong Microsoft Excel skills.
* SAP experience preferred.
* Excellent communication and interpersonal skills.
* Ability to work cooperatively and collaboratively with all levels of employees, management, and office locations to maximize performance, creativity, problem solving, and results.
* Experience in the insurance field a plus.

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Referral program
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Fort Lauderdale, FL 33308: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Accounting or Finance: 2 years (Required)

Work Location: Hybrid remote in Fort Lauderdale, FL 33308