Financial Analyst, Brokerage Services

Financial Analyst

We are looking to add a Financial Analyst to join our Finance team in West Des Moines, Iowa. 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 basic financial modeling and analysis including budgeting, forecasting, and expense management
• Create, maintain, and monitor basic financial metrics around revenue, sales operations, and business performance
• Review and analyze basic financial data to identify trends and insights as well as ensure compliance with internal and external metrics
• Perform basic financial analysis including budget-to-actual comparisons and financial forecasting using prescribed systems and workflows
• Support the annual budget planning, aggregation, and consolidation process
• Coordinate and liaison with internal leaders regarding budgeting, forecasting and spend management including personnel and headcount planning

Additional Responsibilities:

• Support the review and implementation of new reporting tools, models and capabilities
• Assist with financial training to increase the financial acumen of brokerage services personnel
• Support the implementation and maintenance of internal controls related to budgeting
• Contribute to process improvements to enhance efficiency and accuracy
• Assist with backing up other team members when absent
• Perform special projects and other duties as requested
• Timely resolve basic finance and accounting related issues and questions

Knowledge, Skills and Abilities:

• Self-starter with a collaborative approach who values and supports teamwork
• Accuracy and attention to detail
• Capable of exercising discretion in basic confidential matters
• Basic knowledge of financial concepts, business principles, processes and workflows
• Ability to prioritize, manage time, and meet deadlines during peak periods
• Good written and verbal communication skills
• Ability to prioritize work and perform multiple tasks simultaneously
• Problem-solving abilities to resolve basic issues and/or situations

Competencies:

In addition to the responsibilities, knowledge, skills, and abilities outlined in this job description, the Company also assesses and develops employees based on core and technical competencies through a performance management process. Competencies applicable to this role include:

• Trust: Build trust through honest and caring actions and consistently do the right thing.
• Communication: Seek understanding to convey messages and information to others in a caring and constructive manner.
• Client Focus: Establish meaningful relationships with clients (internal and external) by supporting their unique potential and delivering an impactful experience.
• Teamwork: Contributes to the success of the organization by effectively influencing others and uplifting their experiences and unique strengths.

Qualifications:

• Education: Bachelor's degree required; preferably in Finance, or Accounting
• Licensing: Experience: 0-2 years finance experience, preferably in the insurance industry. CPA or CFA designation preferred.

Technical Competencies:

• Financial Knowledge, Principles & Practices: Invests in the development of financial knowledge and applies relevant financial principles and practices throughout daily responsibilities to deliver quality work and accurate outcomes.
• Analytical Skills: Ability to identify an opportunity and/or root cause, apply logical reasoning to analyze the facts, and develop and execute an effective outcome.
• Workflow & Systems Knowledge: Actively contributes to defined workflows, including related processes, procedures, and deliverables, and utilizing resources to deliver a world class client experience and adhering to compliance requirements.

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
• Company paid continuing Education & Tuition Reimbursement
• 401k Profit Sharing
• Generous time off practices in addition to paid holidays
• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you
• DE&I programs
• Consistent merit increase and promotion opportunities
• Discretionary bonus opportunity

Holmes Murphy & Associates is an Equal Opportunity Employer.