Senior Financial Analyst - Hybrid (Atlanta, GA)
About The Position
The primary purpose of the Senior Financial Analyst is to prepare financial related analyses and research for company operations including duties related to budgeting/forecasting, organic growth calculations, month-end close, new business and other ad hoc analysis for corporate operations. At OneDigital, we are on a mission to help people do their best work and live their best lives. We are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back. Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Requirements
- Strong mathematical, analytical, organizational and interpersonal skills
- Strong verbal and written communication skills
- Ability to maintain confidentiality
- Ability to thrive in a fast-paced environment
- Self-motivated to learn new concepts and participate in new projects
- Bachelor’s degree in Accounting, Finance, or related area
- Three to six years of experience in a similar financial position
- Advanced Microsoft Excel knowledge
- Understanding of generally accepted accounting principles (GAAP).
- Must be detail oriented, accurate and have the ability to prioritize and complete tasks within a given time frame
Nice To Haves
- Experience with insurance brokerage operations, preferred but not required
Responsibilities
- Incorporate annual planning assumptions into assigned office/department level budgets
- Complete monthly reforecast and actual to plan variance analysis on assigned offices
- Analyze financial performance against key business metrics and documents pertinent financial highlights that will enable management to determine progress against plans.
- Supports company wide sales leadership in the development and ongoing maintenance of robust sales and termination reporting tool
- Interacts with Managing Principals as a component of the planning and forecasting process
- Identifies, investigates, and analyzes potential operational improvements.
- As appropriate, based on findings, makes proposals for operational changes (policy, procedures, processes, etc.)
- Performs other duties as require
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
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What This Job Offers
Job Type
Full-time
Career Level
Senior
