Finance Analyst - Close, Forecasting & Data Insights

• Assist with month end close, including journal entries, reconciliations and research and analysis that happens during the close.

• Maintain ownership of Iconixx (producer compensation software), review producer compensation calculations and respond to producer inquiries.

• Retrieves and organizes data into required reporting formats.

• Improve upon existing reporting as requested by management, which include working with systems such as Oracle Financial, Hyperion, Excel (Smartview), etc.

• Research, identify and communicate key variances relating to financial and operational metrics.

• Provide ad-hoc financial and operational analysis to support business decisions.

• Participate in annual budget process and monthly forecasting processes.

• Provide support within the Finance department as needed.

Requirements

• Bachelor’s degree in Accounting and/or Finance required
• 2+ years of accounting experience
• Strong analytical and problem-solving skills
• High degree of accuracy with a good eye for detail
• Advanced knowledge in Microsoft Excel
• Experience with Oracle and Hyperion is a plus
• Strong organizational, verbal and written communication skills
• Knowledge of Insurance Broker/Insurance Industry is a plus
• Ability to work under pressure to meet deadlines
• Self-motivated and proactive
• Demonstrated ability to take initiative and achieve results in a fast-paced and changing environment

🔍 ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.

Hard Skills

• journal entries
• reconciliations
• financial analysis
• budgeting
• forecasting
• data organization
• reporting
• analytical skills
• problem-solving
• accuracy

Soft Skills

• attention to detail
• organizational skills
• verbal communication
• written communication
• self-motivated
• proactive
• initiative
• ability to work under pressure
• time management
• adaptability

Certifications & Qualifications

• Bachelor's degree in Accounting
• Bachelor's degree in Finance