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Job details

Financial Analyst

Job Summary:

Responsible for analyzing financial and operational results to gain a detailed understanding of the current business conditions and making recommendations to improve business performance, and will provide analysis for specific request of business results.

Primary Responsibilities and Duties:

The duties of the Financial Analyst, include but are not limited to:

Review actual results versus forecast and plan and investigates material variances and identify areas of opportunity for the business and establish KPIs
Acquire data and underlying assumptions to be used in the creation of a monthly reporting package, annual budget and various other reporting needs
Prepare, review and distribute monthly reporting package highlighting key results
Prepare timely and accurate monthly, annual and ad hoc reporting packages
Provide information to management by assembling and summarizing data; preparing reports; making presentations of findings, analyses, and recommendations
Participate in projects within the business to help design process improvements and to make sure changes ultimately improve, reporting, enhance timeliness and impact to the business
Other responsibilities could include: month end entries and reporting, variance analysis, reconciling general ledger accounts and budgeting
Special projects and other duties as assigned from time to time

Requirements and Qualifications:

Bachelors’ degree in Finance or Accounting required
2+ years’ experience in Finance or Accounting, including experience with analysis, forecasting and budgeting
Advanced proficiency in Microsoft Office; expert level Excel
Ability to handle a fast-paced, challenging work environment
Possess excellent verbal and written communication skills
Possess excellent organization and time-management skills
Demonstrate ability to be a team player, self-motivated and dependable
Demonstrate ability to well organized and detail-orientated

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand, walk and stop. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus using a computer screen.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Travel is minimal with most contact with customers by phone and correspondence.

Risk Strategies Glassdoor Company Review

4.0

Risk Strategies DE&I Review

No rating

CEO of Risk Strategies

John Mina

Approve of CEO

By Risk Strategies

We strive to be a destination workplace, one where we attract and retain top talent and ensure that working life at Risk Strategies is fulfilling and rewarding and employees can realize their potential.

12 jobs

FUNDING

Private

INDUSTRY

Insurance Agencies & Brokerages

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Boston, MA

DATE POSTED

August 6, 2023