Financial Analyst

AmeriLife • Clearwater, FL

4d • Onsite

About The Position

Seeking a highly reliable, collaborative, and motivated Financial Analyst who upholds integrity in every aspect of their work. The Financial Analyst is responsible for providing granular data and analysis on financial, budgeted, and operational metrics for use in strategic decision making. This individual will represent the finance team as the primary point of contact for operations management, helping them make sound business decisions and design processes.

Requirements

• Bachelor’s degree in Accounting, Finance, Economics or equivalent combination of education and experience
• Committed to excellence with a strong work ethic and integrity
• 2+ years in accounting or finance
• Ability to work effectively with management and part of a team to meet targets
• Strong attention to detail
• Very Strong Excel skills – able to use tools and shortcuts to work efficiently and effectively within Excel
• Knowledge of Accounting and Financial principles

Nice To Haves

• Database experience a plus but not required
• Ability to effectively communicate with other departments

Responsibilities

• Timely preparation and presentation of Weekly, Monthly and Quarterly reporting in addition to proactive monitoring and reporting of key financial ratios and balance sheet activities
• Facilitate the annual budgeting process by managing data collection, analyzing and validating the information, and communicating trends and drivers to operations leadership
• Understand and analyze the Strategic Business Units financial results (M/Q/Y vs. budget, PY) and clearly articulate themes, performance drivers, root cause of variances, and recommendations to enhance business performance when applicable
• Apply financial and economic concepts including financial modeling, economic analysis, profitability, earnings, balance sheet management, KPIs, strategic analysis, and others
• Coordinate monthly financial analysis presentations to operations leadership
• Collaborate across functional departments to drive continuous improvements in reporting, budgeting, and analysis processes
• Develop strong working relationships with various groups including operations management, third party administrators, A/R, FP&A, and accounting
• Lead required ad-hoc special projects

Benefits

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• life insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level