Financial Analyst, Brokerage Services

Financial Analyst, Brokerage Services page is loaded## Financial Analyst, Brokerage Services locations:
West Des Moinestime type:
Full time posted on:
Posted Todayjob requisition :
R0000657
*
* Job Description:

** 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 preform 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:
* Core Competencies*
* ** 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  addition to being great at what you do, we place a high emphasis on…