Divisional Financial Analyst - Revenue Recognition

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 supporting the manager in billing optimization, fee agreement compliance, revenue recognition, financial controls, and data integrity. Ensures accurate payment processing, documentation, and reconciliations, while assisting with compliance and training initiatives across Accounting, Operations, and IT.

ESSENTIAL DUTIES AND RESPONSIBILITIES 

Assists with billing processes, including installments, direct bill, agency bill, and multi-year billing structures.

 

Supports revenue recognition compliance by preparing documentation, reconciliations, and data checks to meet ASC 606 standards.

 

Provides compliance support through fee agreement tracking, premium finance monitoring, BSA filing coordination, and audit documentation.

 

Assists with financial control testing, evidence file maintenance, and remediation activities.

 

Assists with reconciling data across Epic and reporting systems; supports data validation and integrity checks.

 

Updates training materials, SOPs, and coordinates cross-functional training sessions.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in Finance, Accounting, Business Administration, or related field

 

Two (2) or more years experience in financial operations, accounting, or compliance support.

SKILLS

Proficient in reporting tools (Excel, Power BI)

 

Strong organizational skills and attention to detail with ability to manage recurring compliance tasks

 

Strong communication and cross-functional collaboration skills

 

Knowledge in financial data analysis and visualization tools

 

Good problem solving and time management skills

Nice to have (not required): Experience with Applied Epic and/or Hyperion.

 

#LI-RF1
#LI-REMOTE

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