Sr. Financial Analyst

Job Description

Job Description

Overview

Sr. Financial Analyst

Job Summary:

The Senior Financial Analyst is part of a top-tier finance and analytics team which supports business leaders and executives in their efforts to make decisions to implement strategies and operational improvements that enhance the Company’s performance. This individual should work with high intensity and integrity possess intellectual curiosity and demonstrate both leadership abilities and a passion for excellence. The Senior Financial Analyst will work with business partners to provide business insights and recommendations as well as to execute process improvements based on Company strategy and growth targets.

Supervisory Responsibilities:

This position has no direct supervisory responsibilities.

Essential Duties and Responsibilities:

Day-to-day interaction with divisional business leaders including President and VP level executives along with Sales, Operations and Marketing leadership.

Work with business leaders to analyze and determine strategic objectives and identify opportunities to meet those goals

Prepare in-depth financial modeling related to business growth and new strategic initiatives

Develop and maintain performance and metric reporting dashboards on key performance indicators within the business

Create modeling and sensitivity tools to provide insight analytics for core business drivers • Prepare professional presentation materials to be used internally and externally

Assist in preparing monthly financial statements and variance analysis

Assist in budgeting and forecasting process

Maintain oversight on monthly commissions processes ensuring that commission payments for a variety of roles are calculated in accordance with pre-defined compensation plans

Skills/Abilities:

Strong desire to learn and gain valuable experience in analytics finance cost analysis and applicable software tools

Motivated self-starter; ability to accomplish goals independently

Results oriented

Strong attention to detail and accuracy

Intellectual curiosity towards research

Ability to work in a fast-paced dynamic environment with a drive to deliver results

Demonstrable problem-solving quantitative and analytical skills

Articulate and well-spoken; strong interpersonal communication and presentation skills

Expert proficiency in Excel critical proficiency with PowerPoint

Proficient in SQL or aptitude to become proficient quickly with training

Education and Experience:

Bachelor’s Degree required (Finance Accounting Economics Business or related field)

6 years of applicable finance and/or accounting experience required

Certificates/Licenses/Registration

N/A

Financial Responsibilities (budget revenue):

This position has no budget responsibility authority and/or level of control.

Physical Requirements:

Work is performed indoors with potential for exposure to safety and health hazards related to office work. Could periodically travel to other office and operational sites. The noise level in the work environment is usually moderate.

Prolonged periods of sitting at a desk and working on a computer.

SelectQuote Core Values:

S ervice: We create positive customer experiences.

E ntrepreneurship: We create innovate & take risks.

L eadership: We build & invest in high-performing teams.

E mpowerment: We embrace a changing environment.

C ourage: We challenge the status quo & drive continuous improvement.

T eamwork: We help support & celebrate each other.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required.

Responsibilities

More than 35 years ago, SelectQuote was founded on one core promise: to help our customers protect the people they value most. We pioneered the way consumers shopped for term life insurance, and now, we also help people find home insurance, auto insurance, senior health insurance and more. Our quick and easy process saves consumers both time and money, and today, more than 2 million families trust us to help them with their insurance needs.

But what truly sets us apart is our people, and the opportunities to grow your career with SelectQuote are unmatched.

Qualifications

The Senior Financial Analyst is part of a top-tier finance and analytics team which supports business leaders and executives in their efforts to make decisions to implement strategies and operational improvements that enhance the Company’s performance. This individual should work with high intensity and integrity possess intellectual curiosity and demonstrate both leadership abilities and a passion for excellence. The Senior Financial Analyst will work with business partners to provide business insights and recommendations as well as to execute process improvements based on Company strategy and growth targets.

Supervisory Responsibilities:

• This position has no direct supervisory responsibilities.

Essential Duties and Responsibilities:

• Day-to-day interaction with divisional business leaders including President and VP level executives along with Sales, Operations and Marketing leadership.
• Work with business leaders to analyze and determine strategic objectives and identify opportunities to meet those goals
• Prepare in-depth financial modeling related to business growth and new strategic initiatives
• Develop and maintain performance and metric reporting dashboards on key performance indicators within the business
• Create modeling and sensitivity tools to provide insight analytics for core business drivers
• Prepare professional presentation materials to be used internally and externally
• Assist in preparing monthly financial statements and variance analysis
• Assist in budgeting and forecasting process
• Maintain oversight on monthly commissions processes ensuring that commission payments for a variety of roles are calculated in accordance with pre-defined compensation plans

Skills/Abilities:

• Strong desire to learn and gain valuable experience in analytics finance cost analysis and applicable software tools
• Motivated self-starter; ability to accomplish goals independently
• Results oriented
• Strong attention to detail and accuracy
• Intellectual curiosity towards research
• Ability to work in a fast-paced dynamic environment with a drive to deliver results
• Demonstrable problem-solving quantitative and analytical skills
• Articulate and well-spoken; strong interpersonal communication and presentation skills
• Expert proficiency in Excel critical proficiency with PowerPoint
• Proficient in SQL or aptitude to become proficient quickly with training

Education and Experience:

• Bachelor’s Degree required (Finance, Accounting, Economics, Business or related field)
• 6 years of applicable finance and/or accounting experience required

Physical Requirements:

• Work is performed indoors with potential for exposure to safety and health hazards related to office work. Could periodically travel to other office and operational sites. The noise level in the work environment is usually moderate.
• Prolonged periods of sitting at a desk and working on a computer.

SelectQuote Core Values:

S ervice: We create positive customer experiences.

E ntrepreneurship: We create innovate & take risks.

L eadership: We build & invest in high-performing teams.

E mpowerment: We embrace a changing environment.

C ourage: We challenge the status quo & drive continuous improvement.

T eamwork: We help support & celebrate each other.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required.