Divisional Senior Financial Analyst - Insurance Broker

CLM Dallas Chapter; West Virginia; Presencial; USD 90.000 - 135.000; Jornada completa

Descripción de la vacante

Alliant Insurance Services is seeking an experienced FP&A professional to provide analytical support to operating group leadership. You will manage forecasting, budgeting, and financial modeling to drive planning and performance insights.

The role requires strong communication, data analysis, and initiative to identify process improvements across finance and IT systems. A qualified candidate will have CPA/CFP credentials and graduate-level education.

Formación

• Bachelor's degree in Accounting, Finance, Economics or Mathematics or equivalent.
• 5+ years FP&A experience; specifically in a FP&A role.
• Graduate degree or professional certification.
• CPA or CFP Board certification.
• Strong understanding of financial computer systems and data systems.

Responsabilidades

• Provides analytical support to operating group leadership and acts as a liaison between departments.
• Analyzes and interprets financial results; communicates insights to management.
• Designs and prepares ad hoc and standard management reporting.
• Leads forecasting and budgeting processes and builds financial models.
• Partners with IT to maintain the integrity of financial systems.

Conocimientos

Verbal and written communication

Presentation skills

Data analysis

Time management

Team collaboration

Data interpretation

Educación

Bachelor's Degree in Accounting, Finance, Economics or Mathematics

Graduate degree

CPA

CFP Board certification

Herramientas

Microsoft Office

Excel (advanced)

Access

Descripción del empleo

Position

Company : Alliant Insurance

Location :

Posted On : 11/3/2026

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: >.

Summary

Responsible for providing analytical support to operating group leadership and team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement.

Essential Duties And Responsibilities

• Provides broad analytical support to assigned departments and acts as a liaison between departments.


• Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts; then clearly articulates to management the narrative behind the numbers.


• Designs and prepares ad hoc and standard management reporting.


• Proactively seeks opportunities to provide increasingly insightful reports to management.


• Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives.


• Leads the forecasting and budgeting processes.


• Creates and maintains planning templates and reports, helps to construct revenue and expense plans, identifies and analyzes variances, challenges and redirects business assumptions as needed.


• Organizes and analyzes large quantities of data and performs data reconciliations to ensure accuracy of work products.


• Identifies and interprets patterns and outliers in the data set and provides insight into the meaning of the data.


• Partners with IT to develop and maintain integrity of financial systems used for analysis.


• Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.


• Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.


• Performs other duties as assigned.

Education/Experience

Qualifications

• Bachelor's Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience


• Five (5) or more years related work experience; specifically in a FP&A role


• Strong understanding of financial computer systems and data systems


• Graduate degree or professional certification


• Certified Corporate FP&A Professional


• Certified Public Accountant (CPA)


• Certified Financial Planner-CFP Board

Skills

• Excellent verbal and written communication skills, polished presentation skills


• Proficient in Microsoft Office products, with advanced Excel skills and familiarity with Access


• Strong planning, organizational, and time management skills


• Strong ability to interpret and analyze financial statements


• Strong mathematical ability


• Ability to prioritize multiple concurrent assignments and complete work by required due dates


• Ability to interact professionally with employees across all levels of organization


• Technical understanding of data structure, data mining and reporting processes


• Highly proactive; actively seeks opportunities for process improvement


• Works independently with minimal supervision and as a member of a team