Financial Analyst
Company: First MainStreet Insurance, L.C.
Location: Cedar Rapids
Posted on: January 27, 2023
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Job Description:
Description:Essential Job Functions & ResponsibilitiesPlanning
and ForecastingManage 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
ControlsDevelops 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 dataAttend M and A meetings and accomplish task
and projects as outlinedAssist Accounting in the transition of
payrollRequirements:EducationCollege 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 & CompetenciesMust 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.PI201858676
Keywords: First MainStreet Insurance, L.C., Cedar Rapids , Financial Analyst, Professions , Cedar Rapids, Iowa
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