Financial Analyst

Worldwide Insurance Services • King of Prussia, PA

1d • Hybrid

About The Position

We are hiring a Financial Analyst to join our King of Prussia, PA Finance team! The Financial Analyst will be responsible for performing analysis, forecasting, and reporting of the company’s revenue across all lines of business. This position will function as the lead analyst in partnership with Sales leadership and Sales Operations, monitoring pipeline, sales, and variable sales compensation, and identifying business trends and drivers. The role will also be involved in producing annual strategic planning, monthly/quarterly financial reporting and executive presentations. This position works closely with the Director of FP&A and Sales leadership to provide data, analysis and recommendations to realize the company’s strategic goals. Additionally, this role will have the opportunity to support key strategic initiatives and projects across the company.

Requirements

• Bachelor’s degree in Finance, Accounting or Economics; MBA or other advanced degree a plus
• At least 5 years of experience in financial analysis, accounting or other analytical roles.
• Strong knowledge of accounting principles, business process and procedures which may include technical expertise in a functional area.
• Distinctive problem solving and analysis skills, combined with impeccable business judgment, excellent project management skills, and ability to communicate effectively with a senior leadership team.
• Experience performing complex financial modeling and analysis.
• Ability to successfully manage multiple assignments and changing priorities.
• Excellent people skills and dedication to preserving a team environment.
• Excellent communication and interpersonal skills with a customer service focus.
• Proficiency with Microsoft Office applications, Advanced excel skills are required.
• Experience working with Salesforce.com, Adaptive Insights or other reporting and planning applications preferred.
• Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results.
• Employee is required to have at minimum an internet speed of 75 Mbps (standard high-speed internet access).

Nice To Haves

• MBA or other advanced degree a plus
• Experience working with Salesforce.com, Adaptive Insights or other reporting and planning applications preferred.

Responsibilities

• Prepares, analyzes and reviews sales pipeline and financial reports on a weekly/monthly/annual basis. Determines reporting requirements, anomalies, trends and necessary analysis.
• Tracks sales performance by sales rep and calculates payout according to Sales compensation plan.
• Tracks operating expense and headcount plans and actuals, reports on and investigates variances to plan and historical actuals.
• Analyze and report trends in product loss ratios and renewal rates.
• Prepare analysis and presentations for quarterly board meetings.
• Research and analyze competitors and industry trends.
• Conduct ad hoc analysis and build financial models to inform the team on operating strategies, investment recommendations, and new business opportunities.
• Other duties as assigned.

What This Job Offers

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