Finance and Insights Associate

Job Description

Job Description

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Job Title: Finance and Insights Associate  (hybrid- onsite Monday- Friday)

Location: US-GA-Atlanta (Sandy Springs)

FLSA : Exempt 

#LI-Hybrid

Job Overview :

The Finance and Insights Associate keeps the fact base running to provide value-added insights to our clients. This role is built for someone one to three years into an analytical career who wants to build genuine analytical and client-facing expertise. You will produce standard reports and data refreshes on schedule, assemble quarterly business review (QBR) pack components to the template, track and reconcile incentives data, and run standard health-score refreshes. You will keep data hygiene tight (sources, definitions, version control) and flag anomalies in the data, because the root-cause backlog includes data problems

Job Responsibilities:

• Produce standard reports and data refreshes on schedule.
• Assemble MBR, QBR and EBR pack components to the established template.
• Track incentives data and keep them reconciled.
• Run standard health-score refreshes.
• Maintain data hygiene: sources, definitions, and version control.
• Flag anomalies in the data; the root-cause backlog includes data problems.
• Build analytics skills across the function’s core areas each quarter.
• Take on first owned analyses under the guidance of Managers.

The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.

Job Requirements:

• Bachelor’s degree in Math, Engineering, Business, Computer Science, or a related field; or equivalent practical experience.
• One to three years of professional experience; internship or co-op experience in analytics or finance is applicable.
• Strong Excel skills, including lookups, pivot tables, and basic data modeling.
• Exposure to SQL or a BI platform (for example, Power BI or Tableau) preferred.
• Exceptional attention to detail and demonstrated discipline with reconciliation and version control.
• Ability to follow a reporting calendar and deliver on schedule without reminders.
• Commitment to developing deep expertise, including receiving and applying peer review.
• Interest in the Automotive, Insurance, or Financial Services Industries.
• Microsoft Office (Outlook, Excel, Word, PowerPoint) proficiency.
• Must be authorized to work in the U.S.
• Must be able to successfully pass a background check.

Company Benefits: 

• Medical, Dental, and Vision Insurance 
• Flexible Spending Account
• Health Savings Account 
• 401(k) Plan with Company Match
• Company-paid Short-Term and Long-Term Disability
• Company-paid Life Insurance
• Paid Holidays and Vacation
• Employee Referral Program
• Employee Assistance Program
• Wellness Programs
• Paid Community Service Opportunities
• Tuition Reimbursement
• Ongoing Training & Personal Development
• And More! 

About Safe-Guard Products International:

Safe-Guard serves Original Equipment Manufacturers (OEMs), top retailers, and independent agents in the automotive finance and insurance industry with the leading Protection Products Platform. Our platform delivers innovative protection products and solutions that protect consumers from the perils of ownership, while providing Finance &Insurance professionals the tools to ignite scalable and sustainable business growth. Safe-Guard’s success is driven by over 850 employees, who serve more than 12,000 dealers and support contract holders across the U.S. and Canada.

For 30 years and counting, our team continues to transform the motor vehicle space, earning a stellar reputation from our partners and peers by providing: 1) the highest quality protection products in the industry, 2) a broad platform of branded product, technology, marketing, and training solutions, and 3) an unwavering commitment to uncomplicated care and customer service.

Safe-Guard Products International is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to age, race, color, religion, creed, sex, sexual orientation, gender identity or expression, national origin, marital status, disability or protected veteran status, or any other status or characteristic protected by federal, state, or local law.