Senior Financial Analyst

Cotality•Dallas, MS

4d•Remote

About The Position

The Senior Financial Analyst plays a key role within the Cotality Insurance Solutions Finance team, supporting financial reporting, forecasting, and decision support through accurate, timely, and insight-driven analysis. We are seeking a driven and self-motivated, individual who will be responsible for analyzing monthly financial variances and reviewing key performance indicators to ensure the integrity of financial reporting for the Insurance Solutions segment, while delivering detailed insights into monthly revenue trends and partnering with finance colleagues to improve revenue accuracy and transparency. The analyst will collaborate on quarterly forecasting and annual budgeting processes, providing leadership with a clear view of financial performance and future trajectories. Leveraging advanced tools such as Power BI, Microsoft Fabric, and Power Query, the Senior Financial Analyst will integrate diverse datasets that translate complex financial data into cohesive datasets. The role also supports the development and maintenance of financial models and reporting structures that evolve alongside business needs. This position partners cross-functionally across Finance, Sales, Marketing, and Product teams to ensure the timely and accurate submission of financial information, while establishing regular communication and alignment on company priorities and revenue expectations. In addition, the Senior Financial Analyst assists in preparation of executive-level presentations and supplemental financial materials to support strategic decision-making, and contributes to ad hoc reporting requests and high-priority special projects. Through these efforts, the role drives improved financial visibility, process effectiveness, and overall business performance.

Requirements

Bachelor’s degree in Finance, Accounting, or Economics required
Minimum of 5 years of experience in financial planning, budgeting/forecasting
Strong written and verbal communications skills, including an ability to influence people to move toward collective organizational goals, effectively communicate financial results both verbally and through reports, and make informative presentations to leadership
Proven track record of independent development of analytical tools and methodologies
Established track record on process simplification and automation
Ability to manage multiple projects on concurrent basis by demonstrating ability to meet deadlines
Advanced knowledge and ability to use Microsoft Excel, Power Query, Microsoft Fabric and Power BI to prepare business and financial modeling
Ability to research and analyze data, and convert data into business insight

Nice To Haves

Master’s degree preferred
Public Accounting experience a plus

Responsibilities

Analyze monthly financial variances and review key performance indicators to ensure accurate financial reporting for the insurance solutions segment.
Execute quarterly forecasting and annual budgeting activities to provide leadership with a clear view of financial trajectories.
Provide detailed insight into monthly revenue trends and collaborate with finance colleagues to improve the accuracy of revenue reporting.
Build and maintain advanced data visualizations using Power BI (or similar tool) to transform financial data into clear business insights.
Utilize Microsoft Fabric and Power Query to integrate diverse datasets.
Help prepare financial models and reporting structures that support the evolving needs of our business partnerships.
Partner across multiple departments to ensure the timely and accurate submission of all required financial information.
Establish regular communication and alignment with marketing, product and sales teams regarding company priorities and revenue expectations.
Compile supplemental financial materials and presentations to support executive leaders in making strategic decisions.
Help prepare ad hoc reporting requests and high-priority special projects.