Location: Hybrid (Jersey City, NJ or NYC office) or Remote applicants may apply. Candidates should reside in NY/NJ.

The Senior Financial Analyst will focus mostly on revenue-side analysis including budgeting and forecasting, P&L analysis, and management reporting. This individual will also assist with the month-end close, general accounting responsibilities, and ad-hoc reporting.

Responsibilities:

• Assist in the preparation of the annual budget and quarterly forecasts
• Identify, investigate, and explain variances to budget, forecast, and prior years
• Develop detailed, insightful, and actionable analyses to help management gain perspective and support decision-making
• Analyze production data from agency management systems to help build monthly revenue bridges
• Monitor producer compensation, and regularly conduct producer true-ups and production bonus calculations
• Assist accounting team with monthly close procedures to ensure proper accounting of revenue and producer compensation line items
• Develop new processes and tools to drive scalable analysis and insights
• Generate various ad hoc Excel analysis, extensive knowledge of pivot tables, and LOOKUP/SUMIF formulas as required

Key Competencies:

• Strong analytical and problem-solving skills
• Detail-oriented and maintain a high level of integrity in your work
• Self-driven, entrepreneurial attitude, and able to multi-task in a fast-paced environment
• Excellent written and verbal communication skills
• Self-starter, who is quick to take on new tasks while being innovative with processes
• Ability to build trust and connect with other team members and cross-functional partners

Education:

• 5 years of experience in finance, FP&A, financial forecasting, or modeling
• Bachelor’s degree in business, finance, accounting, or related field, or equivalent related work or military experience
• Advanced degrees or certifications in finance or accounting, are a plus

Experience:

• Advanced Excel skills are essential. Must have strong knowledge of pivot tables, XLOOKUP, VLOOKUP, SUMIF, and other formulas
• Experience with financial reporting, forecasting, and budgeting required
• Understanding of GAAP and revenue recognition
• Insurance industry experience, is preferred but not required
• Knowledge of Oracle products (Fusion, EPBCS), is preferred but not required
• Knowledge of Sagitta AMS, is preferred but not required
• Knowledge of PowerBi, is a plus

WHY JOIN US? 

• 15th Largest Broker in US
• Voted " Best Place to Work" in the Insurance Industry
• Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).

The national average salary for this role is $90,000 to $100,000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

#LI-TM1 #LI-Hybrid #LI-Remote