Financial Analyst
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About this role
First MainStreet Insurance (FMSI), a TrueNorth entity, is seeking a Financial Analyst to involve preparing and performing analytical work related to annual budgets, monthly forecasts, financial statements and the divisional critical indicators. Working in the matrix organizational structure that supports the FMSI structure with financial analytics and other operational metrics.
About First MainStreet Insurance:
First MainStreet Insurance was established in 2017 as an organization dedicated to supporting local insurance agencies. Its mission is to help agencies preserve their hometown identity while gaining access to broader resources, expanding carrier markets, and the operational strength needed to stay competitive.
FMSI operates as an affiliate of TrueNorth Companies, a leading insurance and risk-management firm. TrueNorth established FMSI as a strategic platform to connect with and elevate community-based agencies across the Midwest. For years, FMSI has delivered innovative solutions and personal, relationship-driven service to meet our clients’ evolving needs. Our integrated platform spanning risk management, employee benefits, and personal financial strategies creates a comprehensive approach to the complex challenges of today’s world.
Come join our amazing team!
What FMSI Offers:
FMSI offers a lineup of excellent benefits to all full-time employees, including:
- Annual Bonus
- Medical, Dental, Vision, Life, and Disability Insurance
- 401(k) with Company Contributions
- Paid Time Off (PTO): Paid time off ensures rest and balance, plus 11 paid holidays
- Donation Match Program
- Tuition reimbursement and paid certifications, licenses, and designations
- Employee Assistance Program (EAP) and wellness program with financial incentives
- $3,000 Referral Bonus
Essential Job functions:
- Assist in the analysis, forecasting and reporting of corporate and business unit operating performance to identify trends, risks, and opportunities for improvement.
- Compare monthly results to plan, prepare and forecast relevant financial information, as well as monitor and analyze financial trends and communicate results to leadership and local owners.
- Meet with Growth and Operational leadership to identify, discuss, and prioritize financial performance vs. the annual plan.
- Prepare and facilitate monthly results to leadership and local ownership in each location.
- Prepare ad-hoc reports as appropriate for the executive team, growth and operations.
- Support decision makers on the appropriate course of action, and present reports to document recommendations.
- Work cohesively with operations to manage data integrity and conversion projects.
- Perform other duties as assigned
Requirements:
- 4 year degree in Finance or Accounting preferred
- Experience in accounting, finance, budgeting, forecasting and/or financial analytics preferred
- Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions
- Certification in the accounting field is preferred
So, Why FMSI?
We are a company focused on developing our people and growing the business. We offer a competitive benefit package, wellbeing programs and incentives, and a positive work culture.
First MainStreet Insurance makes all employment-related decisions on the basis of qualifications, merit, and business need, and does not discriminate against any applicant on the basis of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition or any other category protected local, state or federal laws.
Apply today!