Sr. Financial Analyst - Onsite Des Moines, IA

Talent Acquisition Consultant @ Holmes Murphy

Are you ready to elevate your career and join a forward-thinking, innovative, and vibrant company? Holmes Murphy is looking for a dynamic Sr. Financial Analyst to join our Finance team in the Waukee, IA office. With a unique company culture that celebrates your potential, there truly is no place like Holmes!

At Holmes Murphy, we are dedicated to fostering a best-in-class culture where employees thrive. We empower our team members to build trust through honest and caring actions, ensure clear and constructive communication, establish meaningful client relationships that support their unique potential, and contribute to the organization's success by effectively influencing and uplifting team members.

• Prepare and maintain complex financial modeling and analysis, including budgeting, forecasting, and expense management.
• Create, maintain, and monitor financial metrics around revenue, sales operations, and business performance.
• Review and analyze complex financial data to identify trends and insights, ensuring compliance with internal and external metrics.
• Perform standard financial analysis, including budget-to-actual comparisons and financial forecasting using prescribed systems and workflows.
• Lead the annual budget planning, aggregation, and consolidation process for assigned areas.
• Coordinate and liaison with internal leaders regarding budgeting, forecasting, and spend management, including personnel and headcount planning.
• Perform audits to ensure data integrity and accuracy.
• Timely resolve finance and accounting-related issues and questions for assigned areas.
• Demonstrate strong presentation skills to effectively communicate financial insights and recommendations to stakeholders.

Qualifications:

Education & Licensing: Bachelor’s degree required; preferably in Finance or Accounting. CPA or CFA designation a plus.

Experience: 3-4 years of finance experience, preferably in the insurance industry. Experience with Workday and Adaptive Planning preferred.

Technical

Competencies:

The ideal candidate will possess robust financial knowledge and principles, applying these to deliver accurate and high-quality work. They should demonstrate excellent analytical skills, capable of identifying opportunities or root causes and developing effective solutions. Additionally, the candidate should have a thorough understanding of workflows and systems, actively contributing to processes and ensuring compliance while delivering exceptional client experiences.

Here’s a little bit about us:

At Holmes Murphy, we take pride in creating a culture where employees can excel both professionally and personally. We believe in empowering our team to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. Join us and be part of a company that values your growth, innovation, and vibrant energy.

Are you ready to make an impact? Apply today and be a part of the Holmes Murphy family!

Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to…