Financial Analyst III to join the organization, to provide day-to-day, month-end and year-end financial support. The primary responsibility will be leading the external (Partner/Agent) commission process. This role will proactively provide meaningful analytics and decision support to the business leaders and decision-makers. Requires in-depth knowledge and experience. Uses best practices and knowledge of internal or external business issues to improve products or services. Solves complex problems and takes a new perspective using existing solutions. Acts as a resource for colleagues with less experience. Works independently and receives minimal guidance.

This is a hybrid position located in Denver, CO or Conshohocken, PA.

Responsibilities

• Maintain and administer monthly commission process for our external partners/agents.
  
  • Calculate monthly expense and ensure timely processing with AP
  • Support audit/inquiry requests from the partner community in a timely manner
  • Improve data governance and process controls
  • Provide budget, forecast and variance analysis
• Work with Accounting team to support month-end close activities including budget versus actuals, accruals, and reporting activities

• Collect, research and organize financial and operational data to develop meaningful analytics and reporting, such as monthly financials, variances and trending analysis

• Validate accuracy of data, productivity metrics, statistics and process integrity by conducting audits and collaborating with team members and partners.

• Support business leaders with annual operating budget and long range plan, including capital budget and financial forecasts

• Drive the financial budgeting and forecasting cycle by partnering and providing training to leadership teams and managers regarding budget reporting, metrics and related information

• Identify and implement processes/models to establish predictability in cash flow management, revenue, expenses, and recommend cost reduction techniques to minimize loss.

• Prepare presentations (internal and external) of financial and operational business results and analysis.

• Provide guidance, assistance and training to more junior-level analysts

• Provide continued measurement of actual performance against current project budgets, original project funding, and other measures as appropriate.

Functional Knowledge

• Complete knowledge and full understanding of areas of specialization, principles and practices within a professional discipline.

• Assess unusual circumstances and uses sophisticated analytical and problem solving techniques to identify causes.

• Resolve and assess a wide range of issues in creative ways and suggests variations in approach.

• This job is a fully qualified, experienced professional level position.

Leadership

• Act as a resource for other team members.

• May lead projects with limited risks and resource requirements.

Problem Solving

• Work on problems of diverse scope where analysis of information requires evaluation of identifiable factors.

• Devise solutions based on limited information and precedent and adapts existing approaches to resolve issues.

• Use evaluation, judgment, and interpretation to select the right course of action.

• Work is done independently and is reviewed at critical points.

Impact

• Impact a range of customer, operational, project or service activities within their own team and other related teams.

• Work within broad guidelines and policies.

Interpersonal Skills

• Enhance relationships and networks with senior internal/external partners who are not familiar with the subject matter often requiring persuasion.

• Adapt style to different audiences and often advises others on difficult matters.

Qualifications

• Bachelor's degree in Business, Accounting, Finance, Economics or other related field and a minimum of five (5) years of related experience; OR a minimum of nine (9) years of direct related experience required. High school diploma or GED required. MBA/CPA a plus

• Strong financial modeling, forecasting and analytical skills: ability to define problems, collect data, establish facts and draw valid conclusions.

• Advanced knowledge of Microsoft Excel and PowerPoint. Access experience is a plus

• Ability to manage a high-volume workload efficiently and effectively.

• Excellent communication, interpersonal, organizational and time management skills.

• Ability to work extended hours (some evenings and weekends, when necessary) and achieve results in a deadline driven environment.

• Strong sense of teamwork and mentoring are highly desired.

• High energy individual with strong work ethic and ability to multitask.

• Must be self-motivated with the ability to maintain confidentiality.

Estimated base salary range: $68,100 - $104,700 USD/annually.

The base pay range shown is a guideline and reasonable estimate for this role. It takes into account the wide variety of factors that are considered in making compensation decisions. Actual compensation offered may vary from the posted range based upon geographic location, work experience, skill level, certifications, and other business and organizational needs. Non- sales roles may be eligible to participate in a discretionary annual incentive plan. Sales roles may be eligible to participate in a sales incentive plan.

Additionally, this position may be eligible for certain benefits, such as health insurance, life insurance, disability retirement plans, paid time off.

The posting will be active for a minimum of 3 days. The active posting will continue to extend by 3 days until the position is filled.

Benefits, Rewards & Wellness

• Excellent Health, Dental & Vision Insurance
• Retirement 401(k) Savings Plan
• Generous paid time off policy including paid parental leave