Financial AnalystLocation: Chicago, IL or Remote Duration: 6 months CTHThis person will be responsible for leading premium and customer retention forecasting analysis. He/she will perform financial analysis, reporting of financial information, presentation preparation and ad-hoc projects. Additionally, he/she will reconcile actual results against plan and projections, identifying and explaining variances.
Communicate issues to management to mitigate delays, expenses and timing disruptions.Responsibilities:Maintain inputs and analysis of premium factors including ensuring deadlines are met and analysis is completeMonthly and quarterly metrics reportingAnalyze actual results with comparison to plan and forecastPrepare presentation materials for managementAssist with expense budgets for various departmentsAdminister claim payments, premium application, journal entries & appointment/commission trackingResponsible for the monthly reconciliation of all acquisition costs across multiple sources, research and correction of out of balance itemsAd hoc modeling and financial analysis as directed by managementCompetencies:Problem SolvingAnalytical ThinkingInitiativeResults OrientationSkills/Experience:3-5 years of work experienceHas an applied technical foundation with Microsoft products and ideally has exposure to other software products (i.e., TM1, PeopleSoft, Power BI)Takes initiative to identify basic items that are out of pattern that warrant investigation and independently initiates researchCan present an issue or task effectively either through verbal or written communicationEducation:Bachelor's degree in Business Administration Accounting or Finance requiredMinimum of 3 - 5 years of accounting or financial planning & analysis experiencePublic Accounting experience and/or CPA or MBA designation a plusInsurance industry experience beneficial