This role is eligible for remote work.As Senior Financial Analyst a typical day might include:
- Support the FP&A team in budgeting, forecasting, long-range planning, and monthly performance updates
- Prepare reporting packages, dashboards, and presentations for leadership
- Perform variance analysis and highlight key drivers, trends, and insights
- Assist in financial modeling for business cases, ROI assessments, and potential acquisitions
- Contribute to M&A activities through financial analysis and integration support
- Translate complex data into clear insights for stakeholders
- Prepares and updates various management level reporting and presentations, including P&L variance commentary, operational performance reports, quarterly Townhall updates, practice group profitability reporting, and other ad hoc requests
- Monthly actuals vs. budget reporting on departmental revenue and expenses
- Update and maintain Axis' Financial Reporting Package (FRP) and Sales Reporting Dashboard for internal and external reporting
- Use AI-powered and advanced analytics tools to improve reporting processes through automation and data workflow improvements
- Ad hoc financial modeling/analysis
You are passionate about:
- Providing friendly, professional service
- Making a positive difference to those around you
- Sharing ideas and working with a great team of proactive, innovative thinkers
- Learning, growing, and pushing past barriers
- Living with integrity
- Taking ownership of your work and actions
You're outstanding at:
- Building relationships - with clients, with underwriters, with colleagues ... YOU are a people person!
- Staying on top of priorities ... know every deadline and live by your To-Do list!
- Paying attention to the little things that make a big difference ... dot your I's, cross your T's, and check all your boxes to make sure it's done right the first time!
- Managing your time ... with deadlines looming, keep your cool, knowing you've got this!
- Proactively getting stuff done ... follow up and follow through!
- Working behind the scenes to ensure an exceptional customer experience ... knowing that the customer expects excellence ... and so do you!
Must haves:
- Minimum 5 years of progressive experience in FP&A, corporate finance, or accounting
- Experience partnering with business leaders to understand operational needs and translate them into actionable financial insights
- CPA or MBA preferred
- Degree in Finance, Accounting, Business, Economics, or related field
- Insurance industry experience an asset
- Experience using the Epic broker management system an asset
What's in it for YOU?
- Fun! From team-building activities to contests and giveaways, holiday parties to virtual/in-person social events, we believe in building connections, knowing that a happy team makes a happy workplace!
- Career potential & leadership opportunities. We pride ourselves on training and mentoring for success.
- Competitive Employee Benefits Plan. We offer medical, dental, long-term disability, AD&D, critical illness, EAP, and life insurance coverage for your & your family.
- Work/Life Balance. Our offices operate 8:30am - 4:30pm, so no evenings or weekends. And we offer competitive vacation time and flex work options, meaning more time for you to get out and do YOU.
We're excited to meet YOU!
