Senior Financial Analyst

Job Description

Company Description The Word & Brown Companies is a privately held organization focused on providing innovative solutions and services within the insurance and benefits marketplace. The company emphasizes strong partnerships with brokers, employers, and carriers to deliver competitive products and resources. Team members are supported with tools and technology designed to enhance efficiency and client service. The culture promotes integrity, collaboration, and continuous improvement, offering opportunities for professional growth. Individuals who are detail-oriented and committed to quality work will find an environment that values their contributions.\n
Role Description The Senior Financial Analyst is a part-time, remote role responsible for providing advanced financial analysis and insights to support strategic and operational decisions. On a day-to-day basis, this role prepares and analyzes financial reports, reviews financial statements, and supports forecasting and budgeting activities. The Senior Financial Analyst collaborates with cross-functional partners to interpret financial data, identify trends, and recommend actions that improve performance and efficiency. Responsibilities include maintaining financial models, monitoring key performance indicators, and contributing to monthly and quarterly reporting packages. The role also supports ad hoc analysis, process improvements, and the development of clear, data-driven presentations for leadership.\n
Qualifications
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• Strong foundation in Finance and Financial Planning, with experience in budgeting, forecasting, and modeling.
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• Proficiency in Financial Statements and Financial Reporting, including preparation, analysis, and interpretation.
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• Advanced Analytical Skills, with the ability to work with large data sets, identify trends, and develop actionable insights.
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• High proficiency in spreadsheets and financial analysis tools (e.g., Excel, financial modeling software, BI tools).
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• Excellent written and verbal communication skills, including the ability to present complex information clearly to non-financial stakeholders.
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• Proven ability to work independently in a remote environment, manage multiple priorities, and meet deadlines.
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• Bachelor’s degree in Finance, Accounting, Economics, or a related field; advanced degree or professional certification (e.g., CFA, CPA) is a plus.
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• Experience as a financial analyst or in a similar role within insurance, benefits, or a related industry is preferred.
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