Company: First MainStreet Insurance, L.C.
Posted on: January 25, 2023
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
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
Assist Accounting in the transition of payroll
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
Must demonstrate excellent verbal, written communication and
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
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
Keywords: First MainStreet Insurance, L.C., Cedar Rapids , Financial Analyst, Professions , Ely, Iowa
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