Financial Reporting Analyst

Higginbotham•Fort Worth, TX

About The Position

The Financial Reporting Specialist will be responsible for: Providing financial reporting to groups on a monthly basis Working in multiple carrier sites to capture data accurately Utilizing Excel to manipulate data Correctly inputting data into complex reporting packages Reviewing data to find inaccuracies Learning new technology and programs Producing and distributing reports Explaining financial reporting to benefit analysts, producers and clients

Requirements

Must have Intermediate Microsoft Excel skills or better
Keen attention to detail
Critical thinking skills and ability to spot abnormalities in data
Strong general computer and internet skills
Ability to quickly learn new software systems
Strong organizational skills and task-oriented
Capable of passing State Life and Health licensing exam upon hiring
Display leadership skills and ability to motivate fellow employees (If applicable)
Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
Dependability: Acknowledgment of the importance of being present and punctual.
Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
High school diploma or equivalent required
Employee Health and Life License (Active)
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Ability to lift 25 pounds
Repeated use of sight to read documents and computer screens
Repeated use of hearing and speech to communicate on telephone and in person
Repetitive hand movements, such as keyboarding, writing, 10-key
Walking, bending, sitting, reaching and stretching in all directions
Ability to attend client meetings when requested

Nice To Haves

College degree in data analytics, finance, insurance, mathematics, statistics preferred
Experience in group health insurance and/or data analytics preferred
Applied Epic experience preferred, but knowledge of similar Agency Management System (AMS) is acceptable