Senior Financial Analyst
About The Position
The USRM Agency Distribution Solutions team is seeking a highly motivated Senior Financial Analyst with strong financial acumen and analytical skills to join our team. In this analyst role, you will play a key part in supporting financial and operational excellence within the Comparion sales channel, with a particular emphasis on regional and branch-level activities. You will assist the Assistant Director and other senior team members in compiling and analyzing profit and loss statements, managing expense accruals, preparing variance analyses for monthly operating results, and supporting Quarterly Business Reviews. This position focuses on providing analytical, reporting, and process support to senior colleagues, with opportunities for presentations and direct exposure to leadership within the Comparion organization. The ideal candidate is detail-oriented, eager to learn, comfortable working with data, and enjoys working in a fast-paced, deadline-driven environment.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Analytics, or a related field required.
- 1–3 years of experience in financial analysis preferred
- Demonstrated attention to detail and strong analytical and organizational skills.
- Ability to support multiple projects, prioritize work, and meet deadlines in a fast-paced environment.
- Proficiency in Excel and PowerPoint required; Power BI, SAS, and/or SQL is a plus.
- Excellent communication skills and the ability to work collaboratively
- Eagerness to learn, take direction, and grow within a financial analysis role.
- Interest in process improvement and automation.
Responsibilities
- Prepare materials for Quarterly Business Reviews (QBR), including gathering data, assisting with variance explanations, and compiling insights for senior management.
- Support branch and regional P&L analysis by collecting, organizing, and interpreting financial data, preparing summary reports for review and discussion.
- Assist in calculating and validating recognition expense accruals, ensuring timely and accurate reporting for regional and branch locations under supervision.
- Provide support for Monthly Operating Reviews (MOR), including preparing variance analysis and assembling supporting documentation.
- Maintain and update KPI dashboards and scorecards using Power BI and assist with data extraction and manipulation from SAS and other sources.
- Prepare standard and ad hoc financial reports as assigned in support of decision-making and business analysis needs.
- Contribute to process improvement efforts by identifying opportunities for efficiency and automation and assisting in their implementation.
- Participate in department projects, planning cycles, and deep dives as needed
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
