The #1 Site for Finance Jobs - search all Finance jobs.

Financial Analyst

Description

Ref ID: 04410-0011466197

Classification: Financial Analyst

Compensation: DOE

If you are looking for work as a Financial Analyst and are an outstanding candidate, Robert Half Finance has an open position for you at a fast-growing Insurance - Health company. This Financial Analyst position includes tasks like measuring, analyzing, and forecasting performance in conjunction with operating plans and conducting financial modeling on a variety of financial products. In this role, you will serve as a key business partner in areas such as forecasting, performance reporting, and expense management. In this Financial Analyst position, your duties will aim to support world class strategic and financial planning methods, build long-range operating plans to support business imperatives and develop rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. On top of your primary responsibilities, you will also assist with operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. You will also be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. Located in the Seattle, Washington, this Financial Analyst role is a full-time employment opportunity. Title: Financial Analyst Location: Seattle, WA Industry: Insurance Salary/Benefit: DOE + Benefits Responsibilities: • Analyze monthly production results to determine the breakout of production revenue to produce a revenue roll-forward by line of business, by operating company prior to month end close deadline. • Review accuracy of transactions entered by Accounting Center staff and loaded from other source systems using the forecast/budget tool and SAP. • Prepare monthly forecast by line of business and operating company. o Ensure accuracy of HR data; review actual results trend to foretasted trend o Review and update new and lost business data with practice leaders and managers o Review revenue forecast to CRM pipeline o Review revenue trailing trends, modify forecast as necessary o Update expense forecast o Prepare narrative analysis for Operating company results and communicate all appropriate parties (prior year, prior forecast and budget comparisons) o Review producer compensation calculation • Monthly financial close and reporting including production analysis, producer compensation, audits and charge backs, closing journal entries and preparation of management reports. • Coordinate and review compensation settlements for sales professionals in the region • Provide Accounting Center analyst 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 insure inclusion of all expenses, revenue and/or new initiatives. • Validate/audit corporate producer awards incentive data quarterly. • Prepare Corporate analysis reports for Operating Company/Region as requested on a monthly or ad-hoc basis. • Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems and analysis. • Other projects and analysis as requested from RCFO, Regional/OpCo leaders or Corporate Finance/Accounting. For more information please contact Trevor Everitt at (206) 749-0960 or e-mail him at [Click Here to Email Your Resumé]. Thank you!

Requirements

• A Bachelor's degree in Business Administration, Accounting, or related field. • A minimum of 5+ years experience in accounting or finance. • Strong analytical skills. • Ability tact and operate independently with minimal daily direction from manager to accomplish objectives. • Strong Microsoft Excel skills. • SAP experience preferred. • Excellent communication and interpersonal skills. • Ability to work cooperatively and collaboratively with all levels of employees, management, and office locations to maximize performance, creativity, problem solving, and results. • Experience in the insurance field a plus. • CPA a plus

Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-WA-Seattle
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
Apply

Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-WA-Seattle
Recruiter
206- 749-0960
206- 749-9243
Snapshot
Robert Half
Company:
US-WA-Seattle
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Description

Ref ID: 04410-0011466197

Classification: Financial Analyst

Compensation: DOE

If you are looking for work as a Financial Analyst and are an outstanding candidate, Robert Half Finance has an open position for you at a fast-growing Insurance - Health company. This Financial Analyst position includes tasks like measuring, analyzing, and forecasting performance in conjunction with operating plans and conducting financial modeling on a variety of financial products. In this role, you will serve as a key business partner in areas such as forecasting, performance reporting, and expense management. In this Financial Analyst position, your duties will aim to support world class strategic and financial planning methods, build long-range operating plans to support business imperatives and develop rolling forecast processes to ensure resources every quarter are consumed at maximum effectiveness. On top of your primary responsibilities, you will also assist with operationalizing and cultivating a more data-driven planning process and improved monthly and quarterly reporting. You will also be directly involved in the coordination of various planning cycles (annual planning, quarterly forecasts and monthly outlooks), while providing strategic analyses and recommendations. You will provide variance analysis of bookings, revenues and expenses, clearly explaining the business reasons for variances and adjusting the outlook models to reflect operational adjustments. Located in the Seattle, Washington, this Financial Analyst role is a full-time employment opportunity. Title: Financial Analyst Location: Seattle, WA Industry: Insurance Salary/Benefit: DOE + Benefits Responsibilities: • Analyze monthly production results to determine the breakout of production revenue to produce a revenue roll-forward by line of business, by operating company prior to month end close deadline. • Review accuracy of transactions entered by Accounting Center staff and loaded from other source systems using the forecast/budget tool and SAP. • Prepare monthly forecast by line of business and operating company. o Ensure accuracy of HR data; review actual results trend to foretasted trend o Review and update new and lost business data with practice leaders and managers o Review revenue forecast to CRM pipeline o Review revenue trailing trends, modify forecast as necessary o Update expense forecast o Prepare narrative analysis for Operating company results and communicate all appropriate parties (prior year, prior forecast and budget comparisons) o Review producer compensation calculation • Monthly financial close and reporting including production analysis, producer compensation, audits and charge backs, closing journal entries and preparation of management reports. • Coordinate and review compensation settlements for sales professionals in the region • Provide Accounting Center analyst 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 insure inclusion of all expenses, revenue and/or new initiatives. • Validate/audit corporate producer awards incentive data quarterly. • Prepare Corporate analysis reports for Operating Company/Region as requested on a monthly or ad-hoc basis. • Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems and analysis. • Other projects and analysis as requested from RCFO, Regional/OpCo leaders or Corporate Finance/Accounting. For more information please contact Trevor Everitt at (206) 749-0960 or e-mail him at [Click Here to Email Your Resumé]. Thank you!

Requirements

• A Bachelor's degree in Business Administration, Accounting, or related field. • A minimum of 5+ years experience in accounting or finance. • Strong analytical skills. • Ability tact and operate independently with minimal daily direction from manager to accomplish objectives. • Strong Microsoft Excel skills. • SAP experience preferred. • Excellent communication and interpersonal skills. • Ability to work cooperatively and collaboratively with all levels of employees, management, and office locations to maximize performance, creativity, problem solving, and results. • Experience in the insurance field a plus. • CPA a plus

Robert Half Finance & Accounting matches skilled finance and accounting professionals in the areas of accounting, bookkeeping, finance, audit, taxation and more on a full-time basis. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local office at 888.490.5461 or visit www.roberthalf.com/jobs/finance to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Financial Analyst Apply now