Financial Analyst
Financial Analyst
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Financial Analyst
Plan Advisors
Oakland Park FL
About Plan Advisors
Plan Advisors headquartered in Doral Florida is a team of agile Medicare experts with years of experience both as independent brokers and as leaders within national carrier organizations. They have been serving Americans for years and have earned nationwide recognition for their excellent service and broker support. Plan Advisors is a proud member of the Integrity Family of Companies.
Job Summary
We are seeking a highly motivated Financial Analyst to join our growing Plan Advisors business Unit at Integrity. The Financial Analyst will be part of the Plan Advisors team and provide support for all Financial efforts including financial and business analysis annual budgeting forecasting financial modeling and strategic planning.
Primary Responsibilities:
Assists with the reconciliation of deposits and carrier statements to confirm Plan Advisors is receiving the information on the deposits associated.
Create and present returns on investments made by purchasing book of businesses and facilitating ways to replicate these analyses monthly to track return.
Participates in preparation of monthly financial models performance reviews and variance analysis against budget and prior year
Produce KPI reporting and root cause trends in KPIs.
Develop process improvements to increase efficiency and accuracy
Provide financial and strategic support to senior management and business unit leadership including preparing financial presentations and other projects.
Summarize document and present analysis findings at various levels of the organization
Develop business cases scenario analyses and financial models as needed
Contribute to initiatives to define and improve planning processes drive automation and streamline deliverables.
Compare actual results with forecasted/budgeted to analyze and identify risks and opportunities.
Perform adhoc business analysis for leadership team to further inform business decisions.
Primary Skills & Requirements:
Bachelors degree in Business Accounting Finance or Economics.
1 3 years of experience in Financial Analytics or similar field.
Advanced Excel experience required.
Familiarity with BI tools such as Power BI and Tableau preferred.
Insurance experience is a plus.
Familiarity with OneStream and NetSuite is a plus.
Experience with SQL preferred but not required.
Highly motivated problem solver with the ability to think critically.
Selfstarter with an innate curiosity and drive to understand insurance industry environment and data.
Resultsoriented and selfdirected able to work independently with minimal supervision.
Crossfunctional collaboration skills to promote alignment across the organization.
High standards of accuracy and precision with a strong attention to detail.
Excellent interpersonal skills and a strong work ethic.
Excellent written verbal quantitative and presentation skills; collaborative and organized.
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a familylike environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hypergrowth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local law. In addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
IC
Employment Type
Full-Time
