Senior Financial Analyst

AMBA • Austin, TX

4h • Hybrid

About The Position

This role will be responsible providing critical finance/FP&A support (inclusive of financial and KPI modeling, financial oversight with relevant driver explanation) and guidance to internal customers such as the Client Management and Marketing teams on strategic business decisions that drive customer sales, retention, and cost savings.

Requirements

• Bachelor degree in Finance, Accounting, Economics, Business or Statistics.
• Minimum of 4 years of relevant financial planning, reporting, and analysis experience.
• Strong analytical, verbal, and written communication.
• Familiarity with accounting concepts. GAAP knowledge preferred.
• Ability to work in the Austin, TX office or Urbandale, IA office 4 days of the week, with Friday's being remote.

Nice To Haves

• Insurance Business Knowledge preferred.
• Advanced Microsoft Excel. Power BI, VBA or Power Query skills (a plus but not necessary)

Responsibilities

• Prepare monthly reports including KPIs, rolling forecasts, and financial variance reports and explanations for review by senior management.
• Review business trends and partner with various business leaders to understand KPIs and recommendations for operation optimization and cost savings.
• Prepare both executive-level quality and detailed statistical analysis and reporting.
• Ensure the integrity, accuracy, and validity of the information being reported.
• Partner with accounting to align forecast/budget with actuals.
• Maintain Excel models used for performance and variance analysis.
• Support ongoing initiatives to automate, improve and streamline the analysis and reporting process.
• Develop financial and business acumen to become a valued thought partner to business and department leaders.
• Work on routine assigned finance responsibilities with minimal supervision and ad-hoc projects with proactiveness.
• Other duties as assigned.

Benefits

• Comprehensive benefits package including medical, dental, and vision insurance, spending accounts, and other voluntary benefits.
• Annual Bonus Program.
• Corporate 401k Matching.
• Generous time off, 10 paid company holidays, sick time off, and paid parental leave.
• Community Involvement perks, including 1 paid day off each year to volunteer with a local charity of your choice and company volunteer events.
• Support & development to cultivate your knowledge and continuing education to support your professional designations
• Business casual dress code.
• Hybrid work arrangement.

What This Job Offers

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