Senior Financial Analyst

Relation Insurance Services

2d • $81,000 - $133,000

About The Position

The Senior Financial Analyst supports the financial planning and analysis activities of Relation business units, including budgeting, forecasting, financial reporting, and business performance analysis. The individual in this role develops, enhances, and maintains financial models and analytical tools to improve forecast accuracy and provide meaningful insight into operational and financial results. The Senior Financial Analyst contributes to the month-end close process, analyzes key business drivers and trends, and prepares reporting and recommendations that support informed decision-making. In addition, this individual supports strategic initiatives, ad hoc analyses, and special projects to improve operational and financial performance.

Requirements

• High School Diploma or equivalent required.
• Minimum 5 years of experience in financial analysis, business administration, general accounting, economic analysis, or a related discipline.
• Strong proficiency in Excel and PowerPoint, with working knowledge of Word, financial systems, reporting tools, and related business software.
• Strong analytical, mathematical, financial modeling, and critical-thinking skills.
• Ability to independently analyze financial results, prepare supporting schedules, and present findings and recommendations to management.
• Ability to build budgets, forecasts, and financial models, including customer, product, or line-of-business analysis.
• Ability to complete in-depth revenue analysis incorporating market conditions, new and lost business, producer incentives, and compensation considerations.
• Strong attention to detail, control awareness, and commitment to accuracy, timeliness, and confidentiality.
• Strong interpersonal, communication, relationship-management, problem-solving, and time-management skills.
• Ability to prioritize multiple projects and deadlines while operating in a fast-paced, matrixed environment.
• Ability to work cross-functionally and collaboratively while showing initiative, sound judgment, and resourcefulness.

Nice To Haves

• Four-year degree in Accounting, Finance, Economics, Business, Statistics or other related field preferred.
• CPA a plus.
• Previous experience within an insurance brokerage, professional services, or financial services environment preferred.

Responsibilities

• Prepares financial analyses, reporting, and recommendations for assigned departments to support budgeting, forecasting, and business planning activities.
• Analyzes and evaluates departmental budget requests, supporting the preparation of budget documents, reports, recommendations, and related impact analyses.
• Develops, enhances, and maintains financial models, forecasts, and analytical tools to support accurate reporting, performance analysis, and informed decision-making.
• Communicates expected and actual financial results, including key assumptions, business drivers, trends, and variances.
• Supports department representatives in preparing budget requests, including documentation, research, analysis, and budget impact support.
• Supports budget discussions and presents financial data, analysis, and recommendations as needed.
• Provides technical and analytical support on budget matters, forecasting activities, and business planning initiatives.
• Identifies, analyzes, and communicates financial issues that may impact business objectives and provides recommended solutions for review.
• Supports audit processes through accurate documentation, analysis, and timely delivery of required information.
• Completes special projects, requests for financial information from business unit leaders, ad hoc analyses, and line-of-business reporting.
• Collaborates with accounting, finance, compensation, and other internal teams to support accurate reporting, budgeting, forecasting, and analysis.
• Participates in finance-led process improvement initiatives by identifying opportunities to improve reporting, modeling, forecasting, and analytical processes.
• Embraces technology, automation, data tools, and Relation's proprietary AI resources to improve efficiency, strengthen analysis, enhance reporting accuracy, and support informed business decision-making.
• Performs other projects, duties, and tasks, as assigned.

Benefits

• Competitive pay.
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
• Career advancement and development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED