Financial Analyst
Company: First MainStreet Insurance, L.C.
Location: Cedar Rapids
Posted on: January 24, 2023
Job Description:
Description:
Essential Job Functions & ResponsibilitiesPlanning and
Forecasting
- Manage the analysis, forecasting and reporting of corporate and
business unit operating performance to identify trends, risks and
opportunities for improvement.
- Compare monthly results to plan; prepare and forecast relevant
financial scorecard information.as well as monitor and analyze
financial trends and communicate results to leadership and local
owners.
- Meet with Growth and Operational leadership to identify,
discuss, and prioritize financial performance vs. annual plan.
- Advise decision makers on the appropriate course of action, and
present reports to document recommendations. Serve as a team
leader/member on cross-departmental initiatives and projects.Manage
and Controls
- Develops and updates regularly scorecard critical indicators
for each position in the organization.
- Prepare and facilitate monthly results to FMSI leadership team
and local ownership in each location.
- In alignment with payroll, prepare and present bonus and
incentive results as necessary.
- Work cohesively with Data Transition specialist and Operations
to mange data integrity and conversion projects.
- Prepare ad-hoc reports as appropriate to assist Operations in
Quality and Reoccurring system issues. Mergers and Acquisitions
- Assist Direct of Finance in summarizing agency data
- Attend M and A meetings and accomplish task and projects as
outlined
- Assist Accounting in the transition of payroll
Requirements:
Education
- College degree in Finance or Accounting is required.
- Minimum of 3-5 years' experience in accounting, finance,
budgeting, forecasting and/or financial analytics required.
- Must also have experience in Microsoft Office. Specifically,
Intermediate WORD skills and Advanced EXCEL skills. Skills &
Competencies
- Must be able to learn from others while also being a problem
solver.
- Must demonstrate excellent verbal, written communication and
interpersonal skills.
- Successful candidates will have the ability to prioritize and
manage workload in a fast-paced environment, work independently,
consistently meet deadlines, as well as analyze and communicate
financial information to disparate audiences.
- Always treat external and internal clients professionally.
- Demonstrate respect for fellow co-workers, internal and
external clients.
- Level of professionalism re relationships, attitude, promoting
and representing the department and company, and adhering to other
policies as they are further described in the Employee
Handbook.PI201858335
Keywords: First MainStreet Insurance, L.C., Cedar Rapids , Financial Analyst, Accounting, Auditing , Cedar Rapids, Iowa
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