Financial Analyst
Financial Analyst
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Job Description
Financial Analyst Job Description
Access Capital Group
Omaha NE
About Access Capital Group
ACCESSCapital Groupan Integrity Marketing Groupcompany is a financial services company that provides funding to insurance agents and agencies by purchasing future commission streams for immediate cash. Unlike traditional lenders we understand and appreciate the value offuture commission streams. We have developed a streamlined process that allows agents to acquire the capital theyneed by leveragingfuture commissions.
Primary Responsibilities:
We are looking for someone to analyze financial data by:
Collecting and monitoring financial data to support valuation models
Prepares payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts.
Capable of performing detailed financial analysis including advanced financial modeling profitability analysis return on investment/discounted cash flow analysis monitoring business issues and impact to bottom line.
Identify trends while assisting with annual and quarterly forecasting. Also research industry trends competitors etc. as necessary.
Data mining and data entry used to support all financial reporting needs.
Assist and prepare quarterlyfinancial reports and business plans
Maintain a variety of business records and documents
This person will analyze and interpret datain order to:
Providetrends andforecasting
Make comparative analyses of actual financial performance to expectations.
Recommend actions to management in regards to business valuations auditing and improvements to financial performance.
Assemble spreadsheets and presentations regarding financial performance metrics and business planning projections.
Primary Skills & Requirements:
2 year experience;insurance experience a plus
Experience and Knowledge in several functions within Finance (Budgeting Performance Reporting and Financial Analysis)
Excellent written and verbal communication skills with strong project management skills and an entrepreneurial self motivated attitude.
Highly organized detail-oriented a strong work ethic and demonstrated teamwork skills.
Ability to function independently and effectively in a self-directed environment.
Courses in business economics accounting and a foundation knowledge in math
Advanced working knowledge of Microsoft Office tools and Adobe
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 family-like 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 hyper-growth 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
