Senior Financial Analyst

Relation Insurance Services; United States; On-site; USD 81,000 - 133,000; Full time

Benefits offered by this job

Competitive pay

401K

Health & wellness programs

Paid time off

Paid holidays

Career advancement

Job summary

Relation Insurance is seeking a Senior Financial Analyst to support budgeting, forecasting, financial reporting and performance analysis across business units. You will develop and refine models, provide insights into drivers and trends, and contribute to month-end close and strategic initiatives.

You will collaborate with accounting, finance and other teams, leveraging AI tools and automated processes to enhance accuracy and efficiency in planning and reporting.

Qualifications

• Requires high school diploma; four-year degree preferred in related fields.
• CPA is a plus for advanced roles.
• Proficiency in Excel, PowerPoint, Word and related software is expected.

Responsibilities

• Prepares financial analyses, reporting, and recommendations for budgeting, forecasting and planning.
• Evaluates department budget requests and supports preparation of budget documents and impact analyses.
• Develops, enhances and maintains financial models, forecasts, and analytical tools for accurate reporting and decision-making.
• Communicates expected and actual financial results, key assumptions, drivers, trends and variances.
• Supports budget discussions and presents financial data, analysis and recommendations as needed.
• Provides technical and analytical support on budgeting, forecasting and planning initiatives.
• Identifies financial issues impacting objectives and proposes solutions for review.
• Supports audit processes with documentation and timely information delivery.
• Participates in ad hoc analyses and line-of-business reporting.
• Collaborates with accounting, finance and other teams to ensure accurate reporting and analysis.
• Supports process improvement in reporting, modeling and forecasting.

Skills

Excel

PowerPoint

Word

Financial modeling

Budgeting/Forecasting

Analytical thinking

Communication

Cross-functional collaboration

Education

Bachelor-level degree in Accounting/Finance/Economics/Business/Statistics or related field

CPA a plus

Tools

Financial systems

Reporting tools

Job description

Who We Are

Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.

What We’re Looking For

The Senior Financial Analyst supports the financial planning and analysis activities of Relation business units, including budgeting, forecasting, financial reporting, and business performance analysis. The individual in this role develops, enhances, and maintains financial models and analytical tools to improve forecast accuracy and provide meaningful insight into operational and financial results. The Senior Financial Analyst contributes to the month-end close process, analyzes key business drivers and trends, and prepares reporting and recommendations that support informed decision-making. In addition, this individual supports strategic initiatives, ad hoc analyses, and special projects to improve operational and financial performance.

A GLIMPSE INTO YOUR DAY

• Prepares financial analyses, reporting, and recommendations for assigned departments to support budgeting, forecasting, and business planning activities.
• Analyzes and evaluates departmental budget requests, supporting the preparation of budget documents, reports, recommendations, and related impact analyses.
• Develops, enhances, and maintains financial models, forecasts, and analytical tools to support accurate reporting, performance analysis, and informed decision-making.
• Communicates expected and actual financial results, including key assumptions, business drivers, trends, and variances.
• Supports department representatives in preparing budget requests, including documentation, research, analysis, and budget impact support.
• Supports budget discussions and presents financial data, analysis, and recommendations as needed.
• Provides technical and analytical support on budget matters, forecasting activities, and business planning initiatives.
• Identifies, analyzes, and communicates financial issues that may impact business objectives and provides recommended solutions for review.
• Supports audit processes through accurate documentation, analysis, and timely delivery of required information.
• Completes special projects, requests for financial information from business unit leaders, ad hoc analyses, and line-of-business reporting.
• Collaborates with accounting, finance, compensation, and other internal teams to support accurate reporting, budgeting, forecasting, and analysis.
• Participates in finance-led process improvement initiatives by identifying opportunities to improve reporting, modeling, forecasting, and analytical processes.
• Embraces technology, automation, data tools, and Relation's proprietary AI resources to improve efficiency, strengthen analysis, enhance reporting accuracy, and support informed business decision-making.
• Performs other projects, duties, and tasks, as assigned.

What Success Looks Like In This Role

• High School Diploma or equivalent required. Four-year degree in Accounting, Finance, Economics, Business, Statistics or other related field preferred.
• Minimum 5 years of experience in financial analysis, business administration, general accounting, economic analysis, or a related discipline.
• CPA a plus.
• Previous experience within an insurance brokerage, professional services, or financial services environment preferred.
• Strong proficiency in Excel and PowerPoint, with working knowledge of Word, financial systems, reporting tools, and related business software.
• Strong analytical, mathematical, financial modeling, and critical-thinking skills.
• Ability to independently analyze financial results, prepare supporting schedules, and present findings and recommendations to management.
• Ability to build budgets, forecasts, and financial models, including customer, product, or line-of-business analysis.
• Ability to complete in-depth revenue analysis incorporating market conditions, new and lost business, producer incentives, and compensation considerations.
• Strong attention to detail, control awareness, and commitment to accuracy, timeliness, and confidentiality.
• Strong interpersonal, communication, relationship-management, problem-solving, and time-management skills.
• Ability to prioritize multiple projects and deadlines while operating in a fast-paced, matrixed environment.
• Ability to work cross-functionally and collaboratively while showing initiative, sound judgment, and resourcefulness.

WHY CHOOSE RELATION?

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

Note:

The above is not all encompassing of the full position description.

Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

$81,000.00 - $133,000.00