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Financial Analyst

Company: First MainStreet Insurance, L.C.
Location: Ely
Posted on: January 25, 2023

Job Description:

Description:
Essential Job Functions & Responsibilities

Planning 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, Professions , Ely, Iowa

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