Senior Financial Analyst

Introduction

At RPS, we don’t just embrace bold ideas, we make them happen. We’re a team of entrepreneurs, big‑picture thinkers, and passionate experts who thrive on possibility. Every day, we collaborate across teams, challenge convention, and push boundaries to design innovative solutions for our clients. With access to top‑rated carriers and a dynamic marketplace, we bring strategy and creativity together to deliver what others might call impossible.

Here, every voice counts, every perspective matters, and every challenge is an opportunity to grow. You’ll be supported by a culture that celebrates ownership, curiosity, and high performance, where you’re trusted to do your best work and encouraged to keep learning along the way.

The Senior Financial Analyst reports directly to the FP&A Director and is responsible for compiling and analyzing financial information in support of our Surety businesses. Develops integrated revenue/expense analyses, projections, reports, and presentations. Creates and analyzes monthly, quarterly, and annual financial information to ensure it has been recorded accurately. Identifies business trends and developments in competitive environments. Performs financial forecasting and reconciliation of internal accounts.

Transforms data into actionable insights to be used in partnership with business leaders to improve revenue and profitability performance.

• Independently perform month‑end/quarter‑end/year‑end close duties including understanding of both income statement and balance sheet accounts and related review. Prepare accruals. Provide clear analyses on trends and causes of variances in P&L categories.
• Prepare annual budgets, and monthly and quarterly branch and segment forecasts. Provide clear explanations for revenue variance to budget and prior year.
• Partner with branch leaders and finance leadership. Proactively identify trends in branch revenue and expenses. Provide recommendations for improvement in results through metrics or data analysis. Translate those findings into recommendations that align with monthly, quarterly, and annual goals.
• Work closely with the FP&A Director to identify and build out new processes and improve the existing finance processes to ensure data integrity and efficient analyses.
• Perform ad‑hoc business analyses and financial modeling.
• Strong analytical and organizational skills along with strong written and verbal communication skills.
• Ability to succeed in fast paced environment where customer service to our business and finance partners is essential.
• Advanced Excel and business modeling skills (pivot tables, lookups, etc.).

Required: Bachelor's degree and 4 years related experience. Strong Excel and financial management software skills are essential.

Preferred:

• Bachelor’s Degree in Finance or Accounting or related discipline with a minimum of 3-5 years of finance experience with progressive responsibility in an FP&A function.
• Strong communication skills, ability to work in a team environment.
• Self‑starter and takes initiative.
• Financial management software skills such as JD Edwards, SAP.
• Expertise in extracting, manipulating, and analyzing data out of data visualization software such as Power
  
  BI.
• Surety or Property & Casualty insurance industry experience preferred.
• Knowledge of GAAP.

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. On top of a competitive salary, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(k) and Roth options
• Tax‑advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift…