Financial Analyst

AAMGA AssuranceAmerica Managing General Agency, LLC

Atlanta (GA)

On-site

USD 65,000 - 85,000

Full time

14 days+

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Job summary

AAMGA AssuranceAmerica Managing General Agency, LLC is seeking a Financial Analyst to join their Finance team in Atlanta, Georgia. The role involves building financial models to support growth and profitability, providing regular reports to the management team, and supporting the annual planning and budgeting processes.

Ideal candidates will have a Bachelor's degree in Finance or Accounting and at least three years of experience in financial analysis. Proficiency in MS Excel and strong analytical skills are required.

Qualifications

  • At least three years of financial analysis experience within the property & casualty insurance industry.
  • Proficient in MS Excel (pivot tables, formulas, etc.).
  • Experience using relevant technologies to pull data.

Responsibilities

  • Deliver innovative financial information for strategic planning and decision making.
  • Support ad-hoc projects focused on reducing costs and increasing revenue.
  • Link financial results to operational performance drivers.
  • Participate in the annual planning process and routine forecasts.
  • Analyze financial and operational results.
  • Continuously improve budgeting and financial projections.

Skills

Analytical skills
Communication skills
Detail-oriented
Interpersonal skills
Team player

Education

Bachelor’s degree in Finance, Accounting or related field

Tools

MS Excel
SQL
MS Access

Job description

Our Company

At AssuranceAmerica, we are more than a unique blend of insurance assets. We believe in creating a culture where every associate can learn and grow, and our goal is to meet associate needs while achieving excellence in everything we do. We are a leader in minimum limits auto insurance and operate with an entrepreneurial style.

Job Summary

The Financial Analyst will be a member of the Finance team reporting to the FP&A Manager. The analyst builds financial models for growth, profitability and other core business analyses, providing the Accounting/Finance team, executive leadership and the Board with regular and ad‑hoc reports to establish goals and track performance.

About the Role

Each day as a Financial Analyst you will:

  • Deliver innovative, high value‑added financial information and supporting analysis for strategic planning and decision making, including monthly forecast of P&L and cash flows.
  • Support a broad range of ad‑hoc projects focused on reducing costs, increasing revenue and driving operational efficiencies.
  • Clearly link financial results to operational performance drivers and generate alternatives to drive positive change.
  • Participate in the annual planning process and routine forecasts, identify areas for improvement in processes and reporting.
  • Plan, facilitate and implement ad‑hoc analysis to support decision making, evaluate business initiatives and performance.
  • Establish yourself as a trusted partner to peers and senior leaders, understanding stakeholder requirements to run the business.
  • Support the Accounting/Finance team in completing the annual budget.
  • Analyze financial and operational results to better understand company performance and trends in revenue, expenditures and profitability.
  • Continuously improve budgeting, financial projections and operating forecasts.
  • Provide financial decision support using exceptional analytical skills to analyze business trends and results.
About You

Advanced analytical skills at a level to lead interactions with the senior management team.

Other qualifications:

  • Excellent verbal and written communication skills.
  • Highly detail‑oriented.
  • Excellent interpersonal skills and a team player.
Requirements
  • Bachelor’s degree in Finance, Accounting or another related field.
  • At least three years of financial analysis experience within the property & casualty insurance industry.
  • Proficient in MS Excel (pivot tables, formulas, etc.).
Preferred
  • Experience using relevant technologies to pull data such as SQL and MS Access.
Physical Requirements

Prolonged periods sitting at a desk and working on a computer. Must be able to lift 15 pounds at times and navigate various departments of the organization’s physical premises.

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