Financial Analyst

General Description: Responsible for effective forecasting and financial reporting for assigned areas. Work closely with various departments/divisions. Includes finance, sales, regional management, and the National Accounting Center. Ensure forecast and other reporting reflect the most current data available.

Responsibilities:

• Analyze monthly production results to determine the breakout of production revenue. Produce a revenue roll-forward by line of business and operating company prior to month-end close deadline.
• Review accuracy of transactions in Sagitta and BenefitPoint entered by Accounting Center and loaded from other source systems.
• Prepare monthly forecast by line of business and operating company.
• Ensure accuracy of HR data; review actual results trend to forecasted trend.
• Review and update new and lost business data with practice leaders and managers.
• Review revenue forecast for CRM pipeline.
• Review revenue trailing trends, modify forecast as necessary.
• Update expense forecast.
• Prepare narrative analysis for operating company results. Includes prior year, prior forecast, and budget comparisons. Communicate to all appropriate parties.
• Review producer compensation calculations.
• Complete monthly financial close and reporting. Includes production analysis, producer compensation, audits, charge backs, closing journal entries, and preparing management reports.
• Coordinate and review compensation settlements for sales professionals in the region.
• Provide Accounting Center with entries needed in the general ledger if issues found in review.
• Prepare annual budget by line of business and operating company. Work with Practice, OpCo leaders, and Operating managers to ensure inclusion of all expenses, revenue, and new initiatives.
• Validate/audit corporate producer awards incentive data quarterly.
• Prepare Corporate analysis reports for Operating Company/Region on monthly or ad-hoc basis.
• Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems, and analysis.

Knowledge, Skills and Abilities:

• 3 years + of experience in accounting or finance. Experience in the insurance field a plus.
• Bachelor's degree in business administration, finance, or accounting.
• SAP experience preferred.
• Strong analytical skills.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Strong technical skills with Microsoft Office products, including Excel.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to work with all levels of staff and management to maximize performance, creativity, problem solving, and results.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.