Financial Analyst

Position Summary

The Financial Analyst supports financial planning and analysis (FP&A) activities for the Employee Benefits business including forecasting budgeting and monthly financial reporting. This role also provides business performance analytics with a focus on tracking carrier book-of-business metrics and delivering insights to support strategic decision-making.

Key Responsibilities

Financial Planning & Analysis

Support and participate in the monthly forecasting process including revenue expense and performance projections

Assist in the development and maintenance of annual budgets

Perform variance analysis (actual vs. plan vs. prior year) and identify key drivers

Prepare financial reporting for leadership review

Business Performance Analytics

Track and maintain carrier book-of-business metrics including premium revenue wins/losses and retention

Develop reporting for carrier performance and pipeline analysis

Identify trends supporting growth profitability and strategic insights

Reporting & Data Management

Maintain recurring financial and operational reporting

Aggregate data across systems to support analysis

Support KPI dashboard and reporting development

Projects & Business Support

Support cross-functional initiatives tied to financial and operational performance

Assist with ad hoc analysis for strategic decision-making

Standard Responsibilities

Exhibit ethical behavior in the performance of job responsibilities. Maintain professionalism diplomacy sensitivity and tact to portray Unison Risk Advisors in a professional manner.

All other duties as assigned.

Qualifications

Required

Bachelors degree in Finance Accounting Business or related field

13 years of experience in financial analysis or FP&A

Advanced Excel skills required (financial modeling pivot tables and complex formulas) with strong analytical ability

Experience with Power BI or similar business intelligence and reporting tools is a plus

Key Competencies

Analytical and detail-oriented with strong critical thinking skills

Able to connect financial results to business drivers

Strong communication and organizational skills

Self-starter able to manage multiple priorities