Financial Analyst

Company: First MainStreet Insurance, L.C.
Location: Cedar Rapids
Posted on: January 27, 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 payrollRequirements: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 , Cedar Rapids, Iowa