Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
More information is available on the company's website at: >.
SUMMARY
Responsible for providing analytical support to the Alliant Retail P&C Chief Financial Officer (CFO), their team and Alliant Retail leadership, with an emphasis on data analysis. Key responsibilities include management reporting and analysis, data reconciliation, process improvement, and supporting the administration of the Cross-Sell program and validation of program results.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides broad analytical support to assigned operating group(s) and acts as a liaison between team and other operational departments.
Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts. Clearly articulates to management the narrative behind the numbers.
Designs and prepares ad hoc and standard management reporting.
Proactively seeks opportunities to provide increasingly insightful reports to management.
Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives.
Organizes and analyzes large quantities of data including complex data sets used to support administration of the Cross-Sell program. Maintains accurate records, reconciles data, and validates reported results against source data to ensure the accuracy of work products.
Identifies and interprets patterns and outliers in the data set and provides insight into the meaning of the data.
Partners with IT, Salesforce staff, and other operational departments to develop and maintain the integrity of financial and other enterprise systems and platforms used for reporting and analysis
Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.
Perform all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned
QUALIFICATIONS
EDUCATION / EXPERIENCE
Bachelor's Degreein Accounting, Finance, Economics or Mathematicsor related field or equivalent combination of education and experience
Five (5) or more yearsrelated work experience; specifically in a FP&A role
Strong understanding of financial computer systems and data systems
Experience with Salesforce, Power BI or equivalent, and Applied Epic (insurance CRM)- Preferred
Graduate degree or professional certification- Preferred
Certified Corporate FP&A Professional- Preferred
Certified Public Accountant (CPA)- Preferred
Certified Financial Planner-CFP Board- Preferred
SKILLS
Excellent verbal and written communication skills, polished presentation skills
Proficient in Microsoft Office products, with advanced Excel skills and familiarity with Access
Strong planning, organizational, and time management skills
Strong ability to interpret and analyze financial statements
Strong mathematical ability
Ability to prioritize multiple concurrent assignments and complete work by required due dates
Ability to interact professionally with employees across all levels of organization
Technical understanding of data structure, data mining and reporting processes
Highly proactive; actively seeks opportunities for process improvement
Works independently with minimal supervision and as a member of a team
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