Edgewood Partners Insurance Center 499 Washington Blvd, 8th Floor, Suite 810, Jersey City , NJ 07458
Posted 3 weeks ago
Location: Hybrid (Jersey City, NJ or NYC office) or Remote applicants may apply. Candidates should reside in NY/NJ.
The Senior Financial Analyst will focus mostly on revenue-side analysis including budgeting and forecasting, P&L analysis, and management reporting. This individual will also assist with the month-end close, general accounting responsibilities, and ad-hoc reporting.
Responsibilities:
Assist in the preparation of the annual budget and quarterly forecasts
Identify, investigate, and explain variances to budget, forecast, and prior years
Develop detailed, insightful, and actionable analyses to help management gain perspective and support decision-making
Analyze production data from agency management systems to help build monthly revenue bridges
Monitor producer compensation, and regularly conduct producer true-ups and production bonus calculations
Assist accounting team with monthly close procedures to ensure proper accounting of revenue and producer compensation line items
Develop new processes and tools to drive scalable analysis and insights
Generate various ad hoc Excel analysis, extensive knowledge of pivot tables, and LOOKUP/SUMIF formulas as required
Key Competencies:
Strong analytical and problem-solving skills
Detail-oriented and maintain a high level of integrity in your work
Self-driven, entrepreneurial attitude, and able to multi-task in a fast-paced environment
Excellent written and verbal communication skills
Self-starter, who is quick to take on new tasks while being innovative with processes
Ability to build trust and connect with other team members and cross-functional partners
Education:
5+ years of experience in finance, FP&A, financial forecasting, or modeling
Bachelor's degree in business, finance, accounting, or related field, or equivalent related work or military experience
Advanced degrees or certifications in finance or accounting, are a plus
Experience:
Advanced Excel skills are essential. Must have strong knowledge of pivot tables, XLOOKUP, VLOOKUP, SUMIF, and other formulas
Experience with financial reporting, forecasting, and budgeting required
Understanding of GAAP and revenue recognition
Insurance industry experience, is preferred but not required
Knowledge of Oracle products (Fusion, EPBCS), is preferred but not required
Knowledge of Sagitta AMS, is preferred but not required
Knowledge of PowerBi, is a plus
WHY JOIN US?
15th Largest Broker in US
Voted " Best Place to Work" in the Insurance Industry
Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
The national average salary for this role is $90,000 to $100,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.
EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
#LI-TM1 #LI-Hybrid #LI-Remote
Edgewood Partners Insurance Center