FINANCIAL ANALYST
ONE ALLIANCE INSURANCE MANAGERS INC Orlando, Florida, United States
Insurance · 201-500 employees
About the role
The Financial Analyst will support the Accounting Team by preparing monthly, quarterly, and annual financial statements on both statutory and GAAP bases. They will also conduct budget versus actual analysis, assist with audits, and ensure compliance with agency contracts.
What they look for
Requirements
Candidates must hold a Bachelor’s Degree in Accounting and possess 0-2 years of hands-on accounting experience. Proficiency in Excel, Access, and PowerPoint is required, along with a strong understanding of GAAP and regulatory accounting principles.
Full description
General Description:
This individual will support the Accounting Team and be responsible for the timely and accurate general ledger accounting duties for the managing general agency.
Essential Duties and Responsibilities:
Prepare and ensure timely submission of monthly financial statements on a statutory and GAAP basis.
Prepare and ensure timely submission of quarterly and annual statutory financial statements.
Prepare budget versus actual analysis on a monthly basis. Provide cost saving and cost containment reviews.
Prepare reports required by regulatory agencies.
Work with internal auditor as required and directed by Controller/AVP Finance to assist in external audit and to complete internal audit reviews.
Assure compliance with all Managing General Agency contracts.
Participate in a wide variety of special projects and compile a variety of special reports in an accurate and timely manner.
Communicate with co-workers, management, clients, agents and others in a courteous and professional manner.
Perform other duties as required.
Supplemental Information:
This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not and cannot be 2 interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job.
Education and / or Experience:
Bachelor’s Degree in Accounting.
0 – 2 years of hands-on accounting experience.
Strong conceptual understanding required and practical knowledge desired of GAAP and regulatory accounting principles.
Strong analytical skill and problem solving skills.
Ability to take ownership of assigned areas and projects, as well as the ability to work well under pressure.
Proficient computer knowledge, specifically with spreadsheets.
Above average proficiency in Excel, Access, and Power Point required.
Attention to detail and strong organization skills are essential in this position.
Positive attitude and strong work ethic.
Excellent communication skills.
Licenses and / or Certifications:
None.
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