Financial Analyst

Role Overview

Responsible for analyzing and reporting on producer-level financial and operational performance, including revenue, production credit, and business activity metrics. This role supports data-driven decision-making by developing reporting tools, dashboards, and analytics that provide visibility into key performance indicators.

What You Will Do

Track and report on monthly producer metrics, including gross revenue, new business, and lost business activity. Monitor producer performance related to equity programs, ensuring accurate production credit and proper handling of deviations.

Why It Might Be a Fit

Ideal candidate qualifications include a Bachelor’s degree in Finance, Business Administration, or a related analytical field, 2+ years of financial analysis or data analytics experience, and advanced proficiency in Microsoft Excel.

Requirements

• Bachelor’s degree in Finance, Business Administration, or a related analytical field
• 2+ years of financial analysis or data analytics experience
• Advanced proficiency in Microsoft Excel
• Experience with reporting and analytics platforms (Power BI preferred)
• Strong analytical, research, and problem-solving skills
• Excellent organizational and prioritization skills with ability to manage multiple priorities
• Outstanding verbal and written communication skills
• Ability to work independently with high accuracy and attention to detail

Benefits

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Professional growth and career progression opportunities
• Respectful culture and work/family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment