What are the responsibilities and job description for the Senior Financial Planning and Analysis Analyst position at AGIA Affinity?
Job Type
Full-time
Description
About Us :
DOXA Insurance Holdings, LLC is an established and fast-growing company that strategically acquires small to mid-sized insurance organizations nationwide. Founded nearly 10 years ago by seasoned insurance executives, DOXA offers a dynamic and evolving work environment that provides employees opportunity for development and visibility into many aspects of the business.
Benefits :
DOXA Insurance Holdings offers employees a dynamic and collaborative work environment with opportunities for growth and the ability to build key networking partners in the insurance industry. Our compensation package includes vacation and sick compensation, health, dental, vision, life, and long-term and short-term disability insurance, and a matching 401(k) plan.
Working Location :
Hybrid : The job requires reporting to the Fort Wayne, Indiana office 2-3 days a week, with the option to work remotely the remaining working days.
DOXA Insurance Holdings is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
JOB SUMMARY
The Senior Analyst, Financial Planning and Analysis role is responsible for the creation and insightful analysis of corporate and individual business unit financial data. Responsible for leveraging financial and data insights to influence leaders across the organization in order to achieve long-term corporate goals. Accountable for data reconciliation and quarterly forecasting and supporting on-time month end financial reporting and analysis. Further accountable for creating valued partnership relationships with leaders across all DOXA entities and becoming a trusted advisor to business leaders and management.
JOB FUNCTIONS
Financial Planning and Analysis
- Develop and maintain financial models, performance analysis and forecasts for DOXA corporate and related entities.
- Identify and effectively communicate key drivers of business results
- Provide quantitative, decision-oriented analysis that supports achievement of corporate goals.
- Prepare presentations and financial reports for diverse audiences including executive leadership and private equity partners.
- Support profitable growth by standardizing and automating systems and processes.
- Support annual budgeting process, quarterly forecasting process and quarterly business reviews across business units
- Collaborate with data team and underwriting team to advance business financial analysis and data insights
Relationship and Network
Leadership
Requirements
Requirements
QUALIFICATIONS
Education / Certification
Required Experience
Required Knowledge
Skills / Abilities
Salary Description
90,000
