Financial Analyst - Chicago

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
• Applied technical foundation with Microsoft products and ideally 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