Senior Financial Analyst

Role Description

This role is eligible for remote work.

As Senior Financial Analyst a typical day might include:

• Support the FP&A team in budgeting, forecasting, long‑range planning, and monthly performance updates
• Prepare reporting packages, dashboards, and presentations for leadership
• Perform variance analysis and highlight key drivers, trends, and insights
• Assist in financial modeling for business cases, ROI assessments, and potential acquisitions
• Contribute to M&A activities through financial analysis and integration support
• Translate complex data into clear insights for stakeholders
• Prepares and updates various management level reporting and presentations, including P&L variance commentary, operational performance reports, quarterly Townhall updates, practice group profitability reporting, and other ad hoc requests
• Monthly actuals vs. budget reporting on departmental revenue and expenses
• Update and maintain Axis’ Financial Reporting Package (FRP) and Sales Reporting Dashboard for internal and external reporting
• Use AI‑powered and advanced analytics tools to improve reporting processes through automation and data workflow improvements
• Ad hoc financial modeling/analysis

Qualifications

• Minimum 5 years of progressive experience in FP&A, corporate finance, or accounting
• Experience partnering with business leaders to understand operational needs and translate them into actionable financial insights
• CPA or MBA preferred
• Degree in Finance, Accounting, Business, Economics, or related field
• Insurance industry experience an asset
• Experience using the Epic broker management system an asset

Requirements

• Providing friendly, professional service
• Making a positive difference to those around you
• Sharing ideas and working with a great team of proactive, innovative thinkers
• Learning, growing, and pushing past barriers
• Living with integrity
• Taking ownership of your work and actions

Benefits

• Fun! From team-building activities to contests and giveaways, holiday parties to virtual/in-person social events, we believe in building connections, knowing that a happy team makes a happy workplace!
• Career potential & leadership opportunities. We pride ourselves on training and mentoring for success.
• Competitive Employee Benefits Plan. We offer medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for you & your family.
• Work/Life Balance. Our offices operate 8:30am – 4:30pm, so no evenings or weekends. And we offer competitive vacation time and flex work options, meaning more time for you to get out and do YOU.