Individual will be responsible for reporting, analyzing, and forecasting the financial performance of the company.

MAJOR DUTIES AND RESPONSIBILITIES

Monthly and Quarterly reporting processes
Producer Compensation calculations and reporting
Assist Managing Director with yearly budgeting
Data verification on dashboard reports
Develop and continually improve budgeting, financial projections, and operating forecast
Formulating strategic recommendations to increase our revenues and optimize our costs, and closely follow checkpoints of our company objectives
Ad-hoc business performance reporting
Develop financial models and analyze them to support strategic initiatives
Support Senior Leadership team and the Heads of Department with data-driven analysis.

REQUIREMENTS

3-5 years' experience in finance, FP&A, investment banking, corporate backgrounds. Insurance industry preferred.
High level command of Excel (Pivot tables, charts, formulas, etc).
Detail oriented
Outstanding analytical skills, agile and hands-on, high attention to detail, committed to making an impact
Professional, positive demeanor
Collaborative, team-oriented, service-oriented