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An all-in-one insurtech platform that gives independent agents the tools they need to help grow their agencies fast.
Financial Analyst
Location
United States
Posted
67 days ago
Salary
$75K - $85K / year
Seniority
Senior
Job Description
Financial Analyst
First Connect Insurance Services
• Perform monthly bank reconciliations to ensure high levels of accuracy in all financial records. • Proactively investigate and resolve discrepancies between carrier payments and bank statements. • Establish and maintain data validation protocols to ensure "single source of truth" integrity across all reporting platforms. • Ensure data accuracy to provide a reliable foundation for critical business decisions • Manage and process monthly agent commissions accurately and on schedule. • Audit and maintain the accuracy of Carrier rates and Agent commission rates within the First Connect Portal to ensure 100% accuracy in automated commission calculations. • Serve as the primary point of contact for complex or escalated commission-related inquiries. • Assist the Accounting team during the monthly financial closing process • Use data-driven analysis to identify business trends, financial insights, and opportunities for growth. • Collaborate with Product and Operations to identify and implement process improvements that enhance financial reporting and workflow efficiency • Partner with stakeholders to gather data and provide actionable financial insights to Senior Management. • Adhoc Projects and Reports as requested
Job Requirements
- Bachelor’s degree (B.A. or B.S.) in Finance, Accounting, or a related quantitative field.
- 3+ years of progressive experience in Finance or Accounting, with a strong preference for candidates from SaaS, FinTech, or high-growth startup environments
- Advanced proficiency in Microsoft Excel and experience navigating CRM systems and financial ERP tools
- Proven ability to thrive in a fast-paced, evolving work environment while maintaining composure and meeting tight deadlines
- Exceptional organizational skills with a "militant" attention to detail and data accuracy
- A self-starter who thrives with minimal supervision; must possess the "learning agility" to grasp new tools and complex processes quickly while independently navigating ambiguity
Benefits
- Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
- We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
- Equity - This position is eligible for equity compensation
- Training and Career Growth - Training and internal career growth opportunities
- Flexible Time Off - You know when and how you should recharge
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