Financial Analyst – Brokerage

Role Overview

Support financial reporting, planning, and analysis across the division, preparing monthly, quarterly, and annual reporting, and investigating business performance through ad hoc analysis.

What You Will Do

Prepare financial and operational data, analyze revenue and expenses, conduct ad hoc analyses, and support annual planning and ongoing forecasting.

Why It Might Be a Fit

This role is a good fit for someone who enjoys working in Excel, digging into data, and turning findings into clear insights, with a strong analytical and communication skills and attention to detail.

Requirements

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 0–3 years of relevant experience in finance, accounting, or analytics
  • Proficiency in Microsoft Excel
  • Strong analytical and communication skills, with attention to detail and the ability to explain findings clearly

Benefits

  • Medical, Dental, Vision insurance
  • Choice of medical plans through Blue Cross Blue Shield
  • Mental health support
  • Company-paid Basic Life & AD&D Insurance, Short-Term Disability, and Employee Assistance Program
  • Health Savings Account with company contributions
  • Health Care FSA, Dependent Care FSA, and Commuter Benefits
  • Parental Leave and Adoption Assistance
  • Voluntary coverage options: Life Insurance, Critical Illness, Accident, Identity Theft Protection
  • Retiree medical benefits available for Medicare-eligible retirees
  • 401(k) with company match
  • Generous Paid Time Off and Company Holiday Schedule

To apply for this job please visit amwins.com.

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