Divisional Financial Analyst Lead

Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY 

Responsible for providing analytical support to Producers and service team in servicing existing accounts and soliciting new business.  Key responsibilities include financial analysis, financial modeling, and day to day financial reporting for assigned functional areas.

ESSENTIAL DUTIES AND RESPONSIBILITIES  

Reviews and evaluates financial statements including quality of financial reporting, liquidity, equity, profitability, work in process, work capacity, credit history and bank capacity.

Leads in building out electronic platforms related to logistics, sales, operations and other processes.

Prepares portfolio and financial benchmarking reports based upon financial analysis.

Communicates with clients and key stakeholders regarding information needed to perform financial analysis.

Provides servicing of insurance programs including cross-referencing various reports and identifying deficiencies.

Assists with financial analysis of clients producing trend analysis and profit comparison and peer benchmarking reports.

Researches and resolves inquiries for assigned functional areas.

Facilitates the integration of business processes, people, and relevant technology in order to identify, configure, and communicate useful information.

Provides practical business leadership to drive business decision making.

Proactively identifies areas for process improvement.

Completes special projects as assigned.

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.

Performs other duties as assigned.

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

Bachelor's Degree In Accounting, Finance, Economics or Mathematics, or related field, or equivalent combination of education and experience

Five (5) or more years of related work experience  

SKILLS

Strong verbal and written communication skills

Strong planning, organizational, and time management skills

Strong mathematical ability

Possesses advanced knowledge of financial statements

Ability to prioritize multiple concurrent assignments and complete work by required due dates

Highly proactive; actively seeks opportunities for process improvement

Ability to work independently and as a member of a team

Proficient in Microsoft Office, with advanced Microsoft Excel skills including conditional formulas

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We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply" button.

Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to [email protected]

For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits