Senior Financial Analyst

Pay Range:

• $90000 - $105000 / year

Our Perks & Benefits:

• Comprehensive benefits package including medical dental vision and life insurance
• Performance-based bonusesto reward your contributions*
• Paid time off to recharge and maintain a healthy work-life balance
• Flexible work options including remote and hybrid opportunities if eligible
• Retirement Plan (401k)with company-matched contributions
• Education Advancementfor employees and qualified dependents via the Confie Enablement Scholarship Fund
• Fitness Reimbursement up to $15/month for gym memberships
• Inclusive workplacethrough a strong commitment to Diversity Equity and Inclusion
• Employee Assistance Program confidential support for personal or professional challenges at no cost
• Extra Perks optional plans for disability hospital indemnity health advocate program universal life critical illness accident insurance and even pet insurance

Purpose

Serve as a key member of the corporate FP&A Team and act as a strategic partner to senior management. Lead efforts to support the retail corporate and MGA business units in budgeting forecasting and strategic initiatives. Interface directly with retail corporate and MGA executive management

Essential Duties & Responsibilities

Responsible for financial reporting including monthly reports relied upon by the Corporate Executive Leadership Team and Sales Leadership Team

Partner with the FP&A manager during the budgeting and forecasting process with potential for business segment responsibility

Expense management by partnering with operations leadership to understand and manage expense line items

Create dynamic models to automate and streamline forecasting

Partner with the FP&A manager on process improvements to improve company efficiency

Partner with the BI&A team to assist with data integrity analysis and maintenance in our Tableau work environment

Assist in monthly close variance analysis

Assist in the preparation of reports and presentation material for the Corporate Executive Leadership Team

Perform ad hoc projects for Retail and Corporate executives on an as-needed basis

Qualifications and Education Requirements

Bachelors Degree required

3 years of experience in financial planning and analysis

Advanced Excel skills required; Advanced financial modeling experience is a plus

Experience with OneStream orOracle EPBCS and Tableau preferred

Retail Insurance or MGA experience is a plus

Must be a team player and eager to put in extra effort

Strong quantitative and analytical skills with attention to detail and accuracy

Strong communication critical thinking and presentation skills including the ability to provide written and verbal direction effectively

Well-organized with an ability to manage multiple projects with strict deadlines

Other Duties

This job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice

Notice

As permitted by applicable law and from time-to-time Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment including recruitment hiring renewal of employment or the terms and conditions of your employment. Employees with questions about Confies use of these computer systems should contact Human Resources at

Required Experience:

Senior IC