Financial Analyst - Chicago
staffingChicago (IL)
About the role
Financial Analyst
Location:
Chicago, IL or Remote Duration: 6 months CTHThis person will be responsible for leading premium and customer retention forecasting analysis. He/she will perform financial analysis, reporting of financial information, presentation preparation and ad-hoc projects. Additionally, he/she will reconcile actual results against plan and projections, identifying and explaining variances. Communicate issues to management to mitigate delays, expenses and timing disruptions.
Responsibilities:
- Maintain inputs and analysis of premium factors including ensuring deadlines are met and analysis is complete
- Monthly and quarterly metrics reporting
- Analyze actual results with comparison to plan and forecast
- Prepare presentation materials for management
- Assist with expense budgets for various departments
- Administer claim payments, premium application, journal entries & appointment/commission tracking
- Responsible for the monthly reconciliation of all acquisition costs across multiple sources, research and correction of out of balance items
- Ad hoc modeling and financial analysis as directed by management
Competencies:
- Problem Solving
- Analytical Thinking
- InitiativeResults Orientation
Skills/Experience: 3-5 years of work experience
Applied technical foundation with Microsoft products and ideally exposure to other software products (i.e., TM1, PeopleSoft, Power BI) Takes initiative to identify basic items that are out of pattern that warrant investigation and independently initiates research Can present an issue or task effectively either through verbal or written communication
Education:
- Bachelor's degree in Business Administration, Accounting or Finance required
- Minimum of 3 - 5 years of accounting or financial planning & analysis experience
- Public Accounting experience and/or CPA or MBA designation a plus
- Insurance industry experience beneficial
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