Senior Annuities Financial Forecasting Lead | CFP

Integrity Painting; Scottsdale (AZ); Presencial; USD 70 000 - 90 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Medical/Dental/Vision Insurance

401(k) Retirement Plan

Paid Holidays and PTO

Community Service PTO

FSA/HSA

Life Insurance

Short-Term and Long-Term Disability

Resumo da oferta

Insurance Administrative Solutions, L.l.c. in Scottsdale, Arizona is seeking an experienced Annuity Wholesaler to lead financial planning and profitability. This role involves forecasting revenues, developing financial models, and advising on budgeting.

The ideal candidate will have a strong background in finance, expert knowledge of MS Excel, and relevant certifications are a bonus. Benefits include medical insurance, retirement plans, and paid time off.

Qualificações

• 5+ years of experience in financial analysis or similar roles.
• Proficient use of financial and statistical software.
• Strong understanding of accounting laws and regulations.

Responsabilidades

• Develop financial models through benchmarking and process analysis.
• Forecast quarterly and annual profits.
• Analyze and report on current financial status.

Conhecimentos

Proven work experience as a Senior Financial Analyst

Hands-on experience with financial software

Expertise in MS Excel

Familiarity with finance databases and ERP systems

Excellent analytical skills

Demonstrable strategic thinking

Formação académica

BS degree in Finance, Accounting, or Economics

Relevant certification (CFA/CPA) is a plus

Ferramentas

Financial and statistical software

Descrição da oferta de emprego

Insurance Administrative Solutions, L.l.c. in Scottsdale, Arizona is seeking an experienced Annuity Wholesaler to lead financial planning and profitability. This role involves forecasting revenues, developing financial models, and advising on budgeting.

The ideal candidate will have a strong background in finance, expert knowledge of MS Excel, and relevant certifications are a bonus. Benefits include medical insurance, retirement plans, and paid time off.