Sr. Financial Analyst

Job Description:

We are looking to add a Sr. Financial Analyst to join our Finance team in the Waukee, IA office. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes!

Essential Responsibilities:

• Prepare and maintain complex financial modeling and analysis including budgeting, forecasting, and expense management
• Create, maintain, and monitor financial metrics around revenue, sales operations, and business performance 
• Review and analyze complex financial data to identify trends and insights as well as ensure compliance with internal and external metrics
• Perform standard financial analysis including budget-to-actual comparisons and financial forecasting using prescribed systems and workflows
• Lead the annual budget planning, aggregation, and consolidation process for assigned areas.
• Coordinate and liaison with internal leaders regarding budgeting, forecasting and spend management including personnel and headcount planning
• Perform audits to ensure data integrity and accuracy
• Timely resolve finance and accounting related issues and questions for assigned areas.

Qualifications:

• Education & Licensing: Bachelor’s degree required; Preferably in Finance, or Accounting. CPA or CFA designation a plus.
• Experience: 3-4 years of finance experience, preferably in the insurance industry. Experience with Workday and Adaptive Planning preferred.
• Technical Competencies: The ideal candidate will possess robust financial knowledge and principles, applying these to deliver accurate and high-quality work. They should demonstrate excellent analytical skills, capable of identifying opportunities or root causes and developing effective solutions. Additionally, the candidate should have a thorough understanding of workflows and systems, actively contributing to processes and ensuring compliance while delivering exceptional client experiences.

Here’s a little bit about us:

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture.  We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members. 

Benefits:  In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!
• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.
• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.
• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.
• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!
• Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.
• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

Holmes Murphy & Associates is an Equal Opportunity Employer.

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