Job Summary:
• Analyze current and past trends in key performance indicators including all areas of revenue, payroll, and operating expenses, including:
- Provide in-depth revenue variance analysis by line-of-business
- Provide fee and commission profitability analysis
- Provide human capital management analysis
- Provide Producer surplus/deficit forecasting and analysis
• Support Series senior management team and department heads with in-depth analysis
• Provide internal and external benchmark analyses
• Provide KPI's and trend analysis of Series performance
• Provide Series Producer Lifecycle analyses
• Provide Series investment support, modeling, and analysis
• Provide Retiring Producer analysis for transitioning book-of-business, buy-sell funding, and consulting agreement structure
• Participate in development of budget, financial forecast, operating plan and modeling tools
• Provide human capital management analysis
• Prepare presentations to Series Executive Committee and senior management
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Analyze financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes
• Ad-hoc reporting and analysis
• Implement and work with a business intelligence tools and dashboard reports
• Develop financial models and analyses to support strategic initiative
Requirements:
• Bachelor's degree in Finance or Accounting.
• Advanced degree or professional certification preferred
• 5+ years relevant finance experience required
• Demonstrated project management skills, ability to apply sound business judgment and analytical skills
• Ability to work independently without significant structure and operate effectively within a fast-paced, complex and dynamic organization
• Ability to work well across several functions to draw in information necessary to complete projects
• Excellent presentation skills and experience interfacing with executive management
• Ability to model and analyze data with the ability to dimensionalize and communicate data in a user friendly and consumable format including Microsoft Excel and PowerPoint
• Requires technical accounting knowledge (GAAP), background in consolidation accounting in addition to a core competency in traditional financial planning, analysis and systems
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