Financial Analyst II

Description

Date: January 2025

Location: Cedar Rapids, IA

Classification: Exempt

POSITION SUMMARY:

Are you a detail-oriented finance or accounting professional with a passion for data analysis and reporting? First Mainstreet Insurance is looking for a Financial Analyst II to join our Finance team in Cedar Rapids. This role will involve preparing and performing analytical work related to annual budgets, monthly forecasts, financial statements, and the divisional critical indicators. The Financial Analyst II will be part of an exceptional, resourceful, and collaborative team here at First Mainstreet.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES: 

Financial Analyst II Core Duties:

· Perform the analysis, forecasting and reporting of corporate and business unit operating performance to identify trends, risks, and opportunities for improvement.

· Compare monthly results to plan; prepare and forecast relevant financial information, as well as monitor and analyze financial trends and communicate results to leadership and local owners.

· Meet with Growth and Operational leadership to identify, discuss, and prioritize financial performance vs. annual plan

· Prepare and facilitate monthly results to leadership and local ownership in each location

· Prepare ad-hoc reports as appropriate for the executive team, growth and operations.

· Support decision makers on the appropriate course of action, and present reports to document recommendations.

· Work cohesively with operations to manage data integrity and conversion projects.

· Perform other duties as assigned

Credentials:

· Four-year degree in Finance or Accounting preferred

· At least one year of full-time experience in accounting, finance, budgeting, forecasting and/or financial analytics required

· Experience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions

· Experience in the insurance industry preferred

· Certification in the accounting field is preferred

Skills:

· Strong knowledge of accounting principles and finance practices.

· Proficient in analytics for data interpretation and decision-making.

· Ability to work effectively in a collaborative team environment while maintaining a positive attitude.

· High level of commitment to delivering quality results and maintaining professionalism in all interactions.

· Proven ability to maintain confidentiality and handle sensitive information.

· Excellent customer service skills with a focus on client satisfaction.

· Strong flexibility and multi-tasking abilities in a fast-paced environment, with a strong work ethic.

· Highly organized with effective time management and problem-solving skills.

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus. 

Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions.