Financial Analyst II

Westside Insurance is a family-owned agency with 30 people in a storefront on Main Street. Personal lines make up about 70 percent of premium. Licensing (property and casualty, life and health) is paid for, with study time during work hours.

Westside Insurance runs an annual budget with a rolling quarterly reforecast. You will own the model for two business units.

In this role you will:

• Support board deck preparation with charts and commentary
• Model pricing changes, capital projects and new business cases
• Improve forecasting processes and cut manual steps out of the model
• Reconcile forecast data with accounting after close
• Build and maintain the annual budget and quarterly forecast models

Required qualifications:

• Strong attention to detail in large models
• Bachelor's degree in finance, accounting or economics
• Familiar with an ERP such as NetSuite, SAP or Oracle
• Advanced Excel: INDEX/MATCH, XLOOKUP, SUMIFS, pivot tables and linked three-statement models
• Comfortable presenting to non-finance managers
• Experience building budgets and forecasts

Why work with us:

Compensation: $43.50 - $49.00/hr

• Free parking

Duration: 12 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Westside Insurance.