Senior Financial Analyst

AMBA • Austin, TX

18d • 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's degree in Finance, Accounting, Economics, Business or Statistics.
• Minimum of 4 years of relevant financial planning, reporting, and analysis experience.
• Insurance Business Knowledge preferred.
• Advanced Microsoft Excel.
• Strong analytical, verbal, and written communication.
• Familiarity with accounting concepts.
• Ability to work in the Austin, TX office with Fridays being remote.

Nice To Haves

• Master's degree in a related field preferred.
• GAAP knowledge preferred.
• Power BI, VBA or Power Query skills (a plus but not necessary)

Responsibilities

• Develop financial and business acumen to become a valued thought partner to business and department leaders.
• Review business trends and partner with business leaders to understand KPIs and develop recommendations for operational optimization and cost savings.
• Prepare monthly reports including KPIs, rolling forecasts, and financial variance reports and explanations for review by senior management.
• 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.
• 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 401 (k) 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

What This Job Offers

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