Senior Financial Analyst

Paylocity; Austin (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Bonus program

401(k) matching

Paid time off

Volunteer day

Professional development

Job summary

AMBA is seeking a Senior Financial Analyst to join our Finance Team in a hybrid role. You will provide critical FP&A support, develop KPI models, and guide strategic decisions to drive sales, retention, and cost savings.

You will review business trends with leaders, prepare monthly reports and variance analyses, and ensure data integrity across forecasts and actuals. Strong Excel, Power BI, and communication skills are required for success.

Qualifications

• Bachelor's in Finance/Accounting/Economics/Business/Statistics required.
• 4+ years of financial planning, reporting, and analysis experience.
• GAAP knowledge preferred.

Responsibilities

• Develop financial and KPI models and provide FP&A support to internal teams.
• Review trends, KPIs and advise on cost savings and operational optimization.
• Prepare monthly KPI and variance reports for senior management.
• Maintain Excel models for performance analysis and support automation of reporting processes.
• Collaborate with Accounting to align forecast with actuals and ensure data integrity.

Skills

Analytical thinking

Verbal and written communication

Detail oriented

Education

Bachelor's degree in Finance, Accounting, Economics, Business or Statistics

Master's degree in a related field preferred

Tools

Microsoft Excel

Power BI

VBA

Power Query

Job description

Description

AMBA is seeking a talented Senior Financial Analyst to join our growing Finance Team! We are looking for someone with detail-oriented skills who thrives in an agile, team-oriented environment.

About AMBA

Since 1981, AMBA has been a trusted provider of essential coverage for retired public servants nationwide. Our reach extends to diverse groups, including hardworking public employees, state retirees, educators, military personnel, trade professionals, firefighters, law enforcement, Unions, Alumni groups, Allied Healthcare, and other non-profit associations. As a full-service marketing and membership development company, we proudly offer outstanding insurance services to our vast network of 44 million members across 450+ associations in all 50 states

Benefits

• Comprehensive benefits package including medical, dental, and vision insurance, spending accounts, and other voluntary benefits.
• Annual Bonus Program.
• Corporate 401 (k) matching.
• Generous time off, 10 paid company holidays, sick time off, and paid parental leave.
• Community Involvement perks, including 1 paid day off each year to volunteer with a local charity of your choice and company volunteer events.
• Support & development to cultivate your knowledge and continuing education to support your professional designations
• Business casual dress code.
• Hybrid work arrangement.

About the Role

This role will be responsible providing critical finance/FP&A support (inclusive of financial and KPI modeling, financial oversight with relevant driver explanation) and guidance to internal customers such as the Client Management and Marketing teams on strategic business decisions that drive customer sales, retention, and cost savings.

The Day-to-Day

• Develop financial and business acumen to become a valued thought partner to business and department leaders.
• Review business trends and partner with business leaders to understand KPIs and develop recommendations for operational optimization and cost savings.
• Prepare monthly reports including KPIs, rolling forecasts, and financial variance reports and explanations for review by senior management.
• Prepare both executive-level quality and detailed statistical analysis and reporting.
• Ensure the integrity, accuracy, and validity of the information being reported.
• Partner with accounting to align forecast/budget with actuals.
• Maintain Excel models used for performance and variance analysis.
• Support ongoing initiatives to automate, improve and streamline the analysis and reporting process.
• Work on routine assigned finance responsibilities with minimal supervision and ad-hoc projects with proactiveness.
• Other duties as assigned.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business or Statistics. Master's degree in a related field preferred.
• Minimum of 4 years of relevant financial planning, reporting, and analysis experience.
• Insurance Business Knowledge preferred.
• Advanced Microsoft Excel. Power BI, VBA or Power Query skills (a plus but not necessary)
• Strong analytical, verbal, and written communication.
• Familiarity with accounting concepts. GAAP knowledge preferred.
• Ability to work in the Austin, TX office with Fridays being remote.

AMBA is an equal opportunity employer committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. We value diversity and the skills, knowledge, and experience that difference brings to our culture, attracting top talent with shared values and forming the foundation for a great place to work.