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Alliant Insurance Services
Alliant Insurance Services
B2BConsultingInsurance
Alliant Insurance Services is an insurance broker and risk-management firm serving commercial organizations with property and casualty coverage, employee benefits, reinsurance, claims assistance, underwriting, and specialized risk solutions. Its consulting and advisory work spans healthcare, energy, transportation, real estate and hospitality, public entities, and other industries. Alliant also supports clients through benefits consulting, disaster response, and customized approaches to managing complex commercial risks.
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Senior Financial Analyst

Senior Financial Analyst supporting operating groups through financial planning and analysis, modeling, forecasting, budgeting, and management reporting. Strengthens financial processes and data accuracy.

USUnited StatesRemoteFull-timeSeniorEnglish RequiredFinancial Planning and Analysis

Description

  • Support operating group leaders and teams with financial analysis.
  • Provide analytical support to assigned departments and coordinate across teams.
  • Compare actual results with prior periods, budgets, and forecasts, and interpret the differences.
  • Explain the story behind financial results to management.
  • Prepare standard and ad hoc management reports.
  • Develop reports that offer management deeper financial insight.
  • Build moderately complex to complex models to assess current and proposed company initiatives.
  • Lead forecasting and budgeting activities.
  • Develop and maintain planning templates and reports.
  • Support revenue and expense planning.
  • Analyze variances and challenge or revise business assumptions when needed.
  • Organize and analyze large datasets and reconcile financial data.
  • Identify patterns and outliers and explain what the data indicates.
  • Work with IT to maintain the integrity of financial systems used for analysis.
  • Improve processes and implement methods that reduce errors and increase productivity and efficiency.
  • Follow company policies and procedures and applicable laws.
  • Carry out other assigned duties.

Requirements

  • Bachelor’s degree in accounting, finance, economics, mathematics, or a related field, or an equivalent combination of education and experience.
  • At least five years of related work experience, specifically in financial planning and analysis.
  • Strong understanding of financial and data systems.
  • Graduate degree or professional certification.
  • Certified Corporate FP&A Professional certification.
  • Certified Public Accountant (CPA) certification.
  • Certified Financial Planner (CFP) certification from the CFP Board.
  • Excellent verbal and written communication skills.
  • Polished presentation skills.
  • Proficiency with Microsoft Office, advanced Excel skills, and familiarity with Access.
  • Strong planning, organizational, and time management skills.
  • Strong ability to interpret and analyze financial statements.
  • Strong mathematical skills.
  • Ability to prioritize concurrent assignments and meet required deadlines.
  • Ability to work professionally with employees at all organizational levels.
  • Technical understanding of data structures, data mining, and reporting processes.
  • Proactive approach and initiative in identifying process improvements.
  • Ability to work independently with minimal supervision and collaboratively as part of a team.

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