Financial Analyst, Brokerage Services

Holmes Murphy Insurance • West Des Moines, IA

4d

About The Position

We are looking to add a Financial Analyst to join our Finance team in West Des Moines, Iowa. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Requirements

• Self-starter with a collaborative approach who values and supports teamwork
• Accuracy and attention to detail
• Capable of exercising discretion in basic confidential matters
• Basic knowledge of financial concepts, business principles, processes and workflows
• Ability to prioritize, manage time, and meet deadlines during peak periods
• Good written and verbal communication skills
• Ability to prioritize work and preform multiple tasks simultaneously
• Problem-solving abilities to resolve basic issues and/or situations
• Bachelor’s degree required; Preferably in Finance, or Accounting
• 0-2 years finance experience, preferably in the insurance industry
• Financial Knowledge, Principles & Practices: Invests in the development of financial knowledge and applies relevant financial principles and practices throughout daily responsibilities to deliver quality work and accurate outcomes.
• Analytical Skills: Ability to identify an opportunity and/or root cause, apply logical reasoning to analyze the facts, and develop and execute an effective outcome.
• Workflow & Systems Knowledge: Actively contributes to defined workflows, including related processes, procedures, and deliverables, and utilizing resources to deliver a world class client experience and adhering to compliance requirements.

Nice To Haves

• CPA or CFA designation preferred.

Responsibilities

• Prepare and maintain basic financial modeling and analysis including budgeting, forecasting, and expense management
• Create, maintain, and monitor basic financial metrics around revenue, sales operations, and business performance
• Review and analyze basic financial data to identify trends and insights as well as ensure compliance with internal and external metrics
• Perform basic financial analysis including budget-to-actual comparisons and financial forecasting using prescribed systems and workflows
• Support the annual budget planning, aggregation, and consolidation process
• Coordinate and liaison with internal leaders regarding budgeting, forecasting and spend management including personnel and headcount planning
• Support the review and implementation of new reporting tools, models and capabilities
• Assist with financial training to increase the financial acumen of brokerage services personnel
• Support the implementation and maintenance of internal controls related to budgeting
• Contribute to process improvements to enhance efficiency and accuracy
• Assist with backing up other team members when absent
• Perform special projects and other duties as requested
• Timely resolve basic finance and accounting related issues and questions

Benefits

• Paid Parental Leave and supportive New Parent Benefits
• Company paid continuing Education & Tuition Reimbursement
• 401k Profit Sharing
• Generous time off practices in addition to paid holidays
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you
• DE&I programs
• Consistent merit increase and promotion opportunities
• Discretionary bonus opportunity

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees