Sr. Financial Analyst I

Holmes Murphy Insurance • West Des Moines, IA

3d • Onsite

About The Position

Are you ready to elevate your career and join a forward-thinking, innovative, and vibrant company? Holmes Murphy is looking for a dynamic Sr. Financial Analyst to join our Finance team in the West Des Moines, IA office. With a unique company culture that celebrates your potential, there truly is no place like Holmes! At Holmes Murphy, we are dedicated to fostering a best-in-class culture where employees thrive. We empower our team members to build trust through honest and caring actions, ensure clear and constructive communication, establish meaningful client relationships that support their unique potential, and contribute to the organization's success by effectively influencing and uplifting team members.

Requirements

• Bachelor’s degree required; preferably in Finance or Accounting.
• 3-4 years of finance experience, preferably in the insurance industry.
• The ideal candidate will possess robust financial knowledge and principles, applying these to deliver accurate and high-quality work.
• They should demonstrate excellent analytical skills, capable of identifying opportunities or root causes and developing effective solutions.
• Additionally, the candidate should have a thorough understanding of workflows and systems, actively contributing to processes and ensuring compliance while delivering exceptional client experiences.

Nice To Haves

• CPA or CFA designation a plus.
• Experience with Workday and Adaptive Planning preferred.

Responsibilities

• Prepare and maintain complex financial modeling and analysis, including budgeting, forecasting, and expense management.
• Create, maintain, and monitor financial metrics around revenue, sales operations, and business performance.
• Review and analyze complex financial data to identify trends and insights, ensuring compliance with internal and external metrics.
• Perform standard financial analysis, including budget-to-actual comparisons and financial forecasting using prescribed systems and workflows.
• Lead the annual budget planning, aggregation, and consolidation process for assigned areas.
• Coordinate and liaison with internal leaders regarding budgeting, forecasting, and spend management, including personnel and headcount planning.
• Perform audits to ensure data integrity and accuracy.
• Timely resolve finance and accounting-related issues and questions for assigned areas.
• Demonstrate strong presentation skills to effectively communicate financial insights and recommendations to stakeholders.

Benefits

• In addition to core benefits like health, dental and vision, also enjoy benefits such as:
• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 11-50 employees