Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves.
We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Our Newest Opportunity:
The Financial Analyst - Property & Casualty is responsible for preparing financial related analyses associated with carrier bonuses/contingencies for the property & casualty vertical. This position also assists with month-end close
tasks, including estimating annual bonus revenue for all the major bonus programs, tracking bonus payments in the CRM systems, and leading collection efforts with the carriers.
Essential Duties and Responsibilities:

• Develop and maintain a thorough understanding of the national and regional bonus programs across all P&C carriers
• Develop and maintain a thorough understanding of OneDigital's financial reporting and cash posting processes
• Prepare analyses on financial impact to changes in P&C bonus programs year over year
• Prepare comparative analyses of various P&C bonus programs to identify similarities and differences of each program
• Prepare detailed annual revenue estimates for each major P&C bonus program
• Ensure proper posting of P&C bonus revenue estimates in the monthly financials
• Build relationships with the P&C carriers to ensure our interpretations of the bonus programs are aligned
• Identify discrepancies from P&C bonus reports and communicate with the appropriate internal department
• Ad hoc reporting and special projects
• Additional responsibilities assigned by management

Qualifications, Skills and Requirements:

• Strong organizational, analytical and interpersonal skills
• Strong verbal and written communication skills
• Ability to maintain confidentiality
• Ability to thrive in a fast-paced environment
• Ability to work effectively across multiple internal functional groups
• Ability to make accurate, independent decisions based on data provided
• Self-motivated to learn new concepts and participate in new projects

Education, Training and Experience:

• Bachelor's degree in Accounting, Finance, or related area
• Expert level of proficiency with Microsoft Excel
• Experience with Microsoft Office D365 preferred
• 2 years of experience in a similar financial position
• Experience with insurance brokerage operations, highly desired but not required

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
Thank you for your interest in joining the OneDigital team!