Financial Analyst, Brokerage Services

Holmes Murphy Insurance•West Des Moines, IA

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! Essential 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 Additional Responsibilities: 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 Knowledge, Skills and Abilities: 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 Competencies: In addition to the responsibilities, knowledge, skills, and abilities outlined in this job description, the Company also assesses and develops employees based on core and technical competencies through a performance management process. Competencies applicable to this role include: Core Competencies Trust: Build trust through honest and caring actions and consistently do the right thing. Communication: Seek understanding to convey messages and information to others in a caring and constructive manner. Client Focus: Establish meaningful relationships with clients (internal and external) by supporting their unique potential and delivering an impactful experience. Teamwork: Contributes to the success of the organization by effectively influencing others and uplifting their experiences and unique strengths. Qualifications: Education: Bachelor’s degree required; Preferably in Finance, or Accounting Licensing: Experience: 0-2 years finance experience, preferably in the insurance industry. CPA or CFA designation preferred. Technical Competencies 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. Here’s a little bit about us: In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. Benefits: In addition to core benefits like health, dental and vision, also enjoy benefits such as: Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey! Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow. 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for. Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first. Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you. DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish! Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing. Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?! Holmes Murphy & Associates is an Equal Opportunity Employer. There’s No Place Like Holmes! You'll love what you do and who you do it with when you join Holmes Murphy! Not only can you create connections, experience the energy, and seize the opportunities we have, but you can also: Grow Your Career – In our growing and dynamic organization, we encourage talent mobility, whether that be career progression, expanding skillsets, or even transferring to another Holmes Murphy office! Learn... On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement. Share in Our Success – Our philosophy is to share in our collective success. One of the many ways we accomplish that is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions! Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!

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

In addition to core benefits like health, dental and vision, also enjoy benefits such as: Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!
Grow Your Career – In our growing and dynamic organization, we encourage talent mobility, whether that be career progression, expanding skillsets, or even transferring to another Holmes Murphy office!
Learn... On Us – We believe in building the best experts in the industry, supported through a variety of benefits like continuing education and tuition reimbursement.
Share in Our Success – Our philosophy is to share in our collective success. One of the many ways we accomplish that is through our 401(k)-profit share, which is distributed to all employees regardless of their own contributions!
Take Time to Recharge – We offer generous time off, including a Health Matters Day, Celebrate Day (for your birthday!), Diversity Day, Volunteer Time Off, and paid parental leave. And yes, we encourage you to take time away!