Financial Analyst - Chicago
Georgia IT, Inc.
Financial Analyst
Location: Chicago, IL or Remote Duration: 6 months CTH
This person will be responsible for leading premium and customer retention forecasting analysis. He/she will perform financial analysis, reporting of financial information, presentation preparation and ad-hoc projects. Additionally, he/she will reconcile actual results against plan and projections, identifying and explaining variances. Communicate issues to management to mitigate delays, expenses and timing disruptions.
Responsibilities:
- Maintain inputs and analysis of premium factors including ensuring deadlines are met and analysis is complete
- Monthly and quarterly metrics reporting
- Analyze actual results with comparison to plan and forecast
- Prepare presentation materials for management
- Assist with expense budgets for various departments
- Administer claim payments, premium application, journal entries & appointment/commission tracking
- Responsible for the monthly reconciliation of all acquisition costs across multiple sources, research and correction of out of balance items
- Ad hoc modeling and financial analysis as directed by management
Competencies:
- Problem Solving
- Analytical Thinking
- Initiative
- Results Orientation
Skills/Experience:
- 3-5 years of work experience
- Has an applied technical foundation with Microsoft products and ideally has exposure to other software products (i.e., TM1, PeopleSoft, Power BI)
- Takes initiative to identify basic items that are out of pattern that warrant investigation and independently initiates research
- Can present an issue or task effectively either through verbal or written communication
Education:
- Bachelor's degree in Business Administration Accounting or Finance required
- Minimum of 3 - 5 years of accounting or financial planning & analysis experience
- Public Accounting experience and/or CPA or MBA designation a plus
- Insurance industry experience beneficial
Vacancy posted 3 days ago
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