Lamb Insurance Services
  • Conshohocken, PA, USA
  • Full Time

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
Lamb Insurance Services
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