Senior Financial Analyst

Alliant Insurance Services; Irvine (CA); Remote; USD 95,000 - 130,000; Full time

Job summary

Alliant Insurance Services in Irvine, CA, is seeking an FP&A professional to provide analytical support to the Retail CFO team and leadership. You will help with management reporting, data reconciliation, and cross-sell program validation.

The role requires strong Excel and data skills, experience with Salesforce/Power BI, and the ability to build financial models. This is a remote-friendly opportunity with potential for collaboration across the enterprise.

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
• Experience with Salesforce, Power BI or equivalent, and Applied Epic (insurance CRM) - Preferred
• Graduate degree or professional certification - Preferred
• Certified Corporate FP&A Professional - Preferred
• Certified Public Accountant (CPA) - Preferred
• Certified Financial Planner-CFP Board - Preferred

Responsibilities

• Provides analytical support to assigned operating group and acts as a liaison between team and other departments.
• Analyzes and interprets financial results, comparing actual performance to prior periods, budgets and forecasts.
• Designs and prepares ad hoc and standard management reporting.
• Independently constructs moderate to complex financial models to analyze initiatives.
• Maintains accurate records, reconciles data, and validates reported results against source data.
• Identifies patterns and outliers and provides insight into data.
• Partners with IT, Salesforce staff and other departments to maintain data integrity for reporting.

Skills

Financial analysis

Excel advanced

Communication

Time management

Team collaboration

Education

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

Graduate degree or professional certification - Preferred

CPA/CFP - Preferred

Tools

Salesforce

Power BI

Applied Epic

Job description

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: www.alliant.com.

SUMMARY

Responsible for providing analytical support to the Alliant Retail P&C Chief Financial Officer (CFO), their team and Alliant Retail leadership, with an emphasis on data analysis. Key responsibilities include management reporting and analysis, data reconciliation, process improvement, and supporting the administration of the Cross-Sell program and validation of program results.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Provides broad analytical support to assigned operating group(s) and acts as a liaison between team and other operational departments.
• Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts. 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.
• Organizes and analyzes large quantities of data including complex data sets used to support administration of the Cross-Sell program. Maintains accurate records, reconciles data, and validates reported results against source data to ensure the 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, Salesforce staff, and other operational departments to develop and maintain the integrity of financial and other enterprise systems and platforms used for reporting and analysis
• Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.
• Perform 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

QUALIFICATIONS

EDUCATION / EXPERIENCE

• 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
• Experience with Salesforce, Power BI or equivalent, and Applied Epic (insurance CRM) - Preferred
• Graduate degree or professional certification - Preferred
• Certified Corporate FP&A Professional - Preferred
• Certified Public Accountant (CPA) - Preferred
• Certified Financial Planner-CFP Board - Preferred

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

#LI-REMOTE

#LI-EA1

We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [e-mail]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits