Senior Financial Analyst

  • 22 Jul 2019



  • Develop and maintain Key Performance Indicators (KPI’s)
  • Prepare monthly/quarter-end support for bankers, board reporting and auditors as needed
  • Capture and analyze data from multiple sources
  • Create, consolidate and maintain financial models
  • Streamline data flow and automate the analysis process as needed
  • Work with and provide support to department leaders in order to facilitate the flow of timely and accurate information
  • Work closely with each department leader during the quarterly forecasting and annual budgeting process to support business strategy

Required Experience/Skills:

  • Experience with Advantage Agency Management Software
  • Proficient with industry financial reporting tools
Technical Skills
  • Strong research and analysis skills
  • Analytical and detail oriented
  • Advanced skills and proficiency in Microsoft Excel and PowerPoint
Soft Skills
  • Ability to adapt quickly and learn new tasks independently
  • Ability to manage competing priorities
  • Excellent time management and organizational ability
  • Exceptional verbal and written communications skills


  • Minimum 6-8 years of financial analysis or accounting experience
  • Four-year college degree in business related field (Finance, Accounting, etc.),MBA Preferred