Senior Financial Analyst

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We are looking for someone with the analytical rigor and strategic thinking to help drive our business and financial reporting forward.  As a Financial Analyst, your work is utilized by our leaders to make strategic company decisions across all channels and departments.


Essential Duties and Responsibilities:

  • Analyze production and accounting data to prepare reports that influence decision-making.
  • Evaluate key company metrics and develop new measurements for tracking success.
  • Develop and update forecast models using historical production and accounting data.
  • Conduct market research and proforma analysis of new branch and referral partner opportunities.
  • Consistently strive to streamline existing processes and reports.
  • Create robust financial and production reporting packages for distribution across leaders within the sales organization.
  • Perform variance analysis and identify the root cause of any discrepancies.
  • Cultivate a thorough understanding of production compensation plans and ensure payroll is executed accordingly.
  • Assist with preparation of annual budget, quarterly board packages and management meeting presentations.


Preferred Qualifications

  • BA/BS or higher in Finance or Accounting or equivalent practical experience.
  • 4 years of relevant work experience.
  • Advanced Excel knowledge is crucial to success in this role.
  • SQL skills and experience using modern BI tools (Tableau, Alteryx, etc.) to extract, manipulate, and visualize data is preferable.
  • Impeccable business judgment and ability to manage multiple projects while maintaining a level of hyper-accuracy is imperative.
  • Ability to synthesize and communicate performance metrics and collaborate effectively to help influence senior leadership.
  • Excellent quantitative, written and presentation skills; innovative, organized, thorough.
  • Eagerness to further develop these skills.

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