Financial Analyst
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Job Location:
Fort Wayne, IN - USA
Monthly Salary:
$ 70000 - 80000
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
GREAT BENEFITS!
Currently seeking Financial Analyst (Accountant II)for a solid company in Fort Wayne Indiana. You will assist the Finance Reporting team with financial records transaction processing ledger verification and management reporting. Research and communicate information on investment reinsurance asset management claims and premium reporting.
Financial Analyst (Accountant II) Responsibilities:
- Record investment transactions reconcile custody statements and prepare investment reports
- Research and resolve data issues related to claims premiums and billing; collaborate with IT on corrections
- Balance monthly financial statements to corporate ledger and resolve inconsistencies
- Apply statutory accounting principles; upload quarterly/annual financial results to reporting software and dashboards
- Upload monthly balances to budgeting system; create and distribute budget reports; analyze variances
- Process affiliate reimbursements and chargebacks with proper authorization and documentation
- Manage prepaid expenses including re-classes amortization entries and reconciliations
- Prepare and file tax payments premium tax returns and sales/use tax statements
- Review invoices for proper accounting authorization and sales tax compliance
- Reconcile bank claims and investment statements; process reinsurance transactions as needed
- Support billing accounts receivable and premium payment issue resolution
Financial Analyst (Accountant II) Requirements:
- Must have Bachelors degree in accounting finance or business administration with 2-year accounting emphasis
- 2-3 years general business insurance or related experience
- Strong Excel and analytical skills; detail-oriented with excellent communication
- Certified Public Accountant (CPA) designation is desired.
- Chartered Property and Casualty Underwriter (CPCU) designation and/or Associate in Insurance Accounting and Finance (AIAF) designation is desired.
Financial Analyst (Accountant II) Benefits:
- Medical Dental Vision Insurance
- Health Savings Account
- Fitness CenterHealth Clinic and Wellness Initiatives
- Parental & Family Leave
- Educational Assistance Program
- 401(k) w/ Company Match
- Service Bonus
- Employee Plan of Incentive Compensation (EPIC)
- PTO
- Holidays
- Life Insurance
- Long-Term Disability
Required Experience:
IC
Key Skills
- Cognos
- Forecasting
- Hyperion
- Microsoft Access
- Pivot tables
- Accounting
- Analysis Skills
- Microsoft Excel
- Financial Analysis
- Financial Modeling
- Budgeting
- Financial Planning
About Company
KB Search Team is a proven, experienced, and trusted team of recruiting professionals. With over 160 years of combined executive search experience, the KB Search Team is changing lives and companies one search at a time.
