Alliant Insurance Services
Join to apply for the
Senior Financial Analyst
role at
Alliant Insurance Services Join to apply for the
Senior Financial Analyst
role at
Alliant Insurance Services Get AI-powered advice on this job and more exclusive features. Alliant Insurance Services is one of the nations 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: www.alliant.com.
Summary
Responsible for providing analytical support to operating group leadership and the Corporate Finance management team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement.
Essential Duties And Responsibilities
Provides broad analytical support to assigned operating group(s) and acts as a liaison between Finance 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; Leads the forecasting and budgeting processes for assigned operating group(s). Creates and maintains planning templates and reports, helps to construct revenue and expense plans, identifies and analyzes variances, challenges and redirects business assumptions as needed; Organizes and analyzes large quantities of data and performs data reconciliations to ensure 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 to develop and maintain integrity of financial systems used for analysis; Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency; Completes special projects as assigned to support corporate objectives; Other duties as assigned.
Qualifications
EDUCATION / EXPERIENCE
Bachelor's Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience
Five (5) or more years of related work experience; specifically in a FP&A role
Strong understanding of financial computer systems and data systems
Graduate degree or professional certification
Certified Corporate FP&A Professional
Certified Public Accountant (CPA)
Certified Financial Planner-CFP Board
Skills
Excellent verbal and written communication skills, polished presentation skills
Strong planning, organizational, and time management skills
Ability to prioritize multiple concurrent assignments and complete work by required due dates
Strong ability to interpret and analyze financial statements
Strong mathematical ability
Technical understanding of data structure, data mining and reporting processes
Highly proactive; actively seeks opportunities for process improvement
Ability to interact professionally with employees across all levels of organization
Works independently with minimal supervision and as a member of a team
Proficient in Microsoft Office products, with advanced Excel skills and familiarity with Access
We are proud to provide comprehensive, high quality employee programs to meet employees needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the
Apply Now"
button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here.
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Industries
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Senior Financial Analyst
role at
Alliant Insurance Services Join to apply for the
Senior Financial Analyst
role at
Alliant Insurance Services Get AI-powered advice on this job and more exclusive features. Alliant Insurance Services is one of the nations 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: www.alliant.com.
Summary
Responsible for providing analytical support to operating group leadership and the Corporate Finance management team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement.
Essential Duties And Responsibilities
Provides broad analytical support to assigned operating group(s) and acts as a liaison between Finance 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; Leads the forecasting and budgeting processes for assigned operating group(s). Creates and maintains planning templates and reports, helps to construct revenue and expense plans, identifies and analyzes variances, challenges and redirects business assumptions as needed; Organizes and analyzes large quantities of data and performs data reconciliations to ensure 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 to develop and maintain integrity of financial systems used for analysis; Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency; Completes special projects as assigned to support corporate objectives; Other duties as assigned.
Qualifications
EDUCATION / EXPERIENCE
Bachelor's Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience
Five (5) or more years of related work experience; specifically in a FP&A role
Strong understanding of financial computer systems and data systems
Graduate degree or professional certification
Certified Corporate FP&A Professional
Certified Public Accountant (CPA)
Certified Financial Planner-CFP Board
Skills
Excellent verbal and written communication skills, polished presentation skills
Strong planning, organizational, and time management skills
Ability to prioritize multiple concurrent assignments and complete work by required due dates
Strong ability to interpret and analyze financial statements
Strong mathematical ability
Technical understanding of data structure, data mining and reporting processes
Highly proactive; actively seeks opportunities for process improvement
Ability to interact professionally with employees across all levels of organization
Works independently with minimal supervision and as a member of a team
Proficient in Microsoft Office products, with advanced Excel skills and familiarity with Access
We are proud to provide comprehensive, high quality employee programs to meet employees needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the
Apply Now"
button.
Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.
If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.
For more information on Alliant Insurance Service's benefits, click here.
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Industries
Insurance Referrals increase your chances of interviewing at Alliant Insurance Services by 2x Get notified about new Senior Financial Analyst jobs in
Dallas, TX . Risk (Capital, Liquidity, and Market) | Analyst | Dallas
Investment Banking - Mid-Cap Investment Banking - Analyst
Dallas, TX $80,000.00-$90,000.00 5 days ago Investment Banking Analyst (Class of 2026)
Irving, TX $75,000.00-$95,000.00 1 month ago Credit Risk and Analysis | Analyst | Dallas
Plano, TX $70,566.00-$92,850.00 4 days ago Asset & Wealth Management, Fund Management, Analyst / Associate - Dallas
Dallas, TX $70,000.00-$80,000.00 3 weeks ago Plano, TX $76,400.00-$127,850.00 4 days ago Dallas, TX $66,000.00-$124,000.00 3 weeks ago Asset & Wealth Management, Fixed Income - Research Analyst, High Yield and Bank Loans / Global High Yield Credit Analyst, Vice President
Irving, TX $100,000.00-$120,000.00 2 weeks ago Dallas, TX $80,000.00-$120,000.00 6 days ago Irving, TX $75,000.00-$80,000.00 1 week ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr