Financial Analyst

Job Description

Financial Analysis – Intermediate | Risk Placement Services, Inc.

The Tone:
This is a full-time financial analysis role at Risk Placement Services, Inc. (RPS), an organization that empowers clients by designing innovative solutions within a dynamic marketplace. RPS operates as a team of entrepreneurial and expert collaborators who challenge conventions to deliver strategic and creative outcomes. This position is central to the company’s financial health, requiring the accurate compilation, in-depth analysis, and clear communication of financial information. The Financial Analysis – Intermediate professional will play a vital role in identifying financial trends, supporting data-driven business decisions, and transforming complex data into actionable insights that directly contribute to the organization’s revenue and earnings growth.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Not specified (office-based implied)

• Mission: To lead the compilation, analysis, and communication of critical financial information, proactively identifying trends and delivering actionable insights that empower business leaders to make informed decisions and directly contribute to improving the organization’s revenue and earnings.
• Tech Stack: Microsoft applications, Excel (pivots, V-lookups, macros)

What You’ll Actually Do
• Financial Reporting: Execute month-end, quarter-end, and year-end close duties, ensuring the accurate and timely recording of financial information for the organization.
• Budgeting and Forecasting: Contribute to the preparation of annual budgets and develop comprehensive monthly and quarterly financial forecasts by leveraging historical trends and forward-looking insights for senior leadership.
• Business Partnering: Collaborate directly with business leaders to offer insights into key drivers of monthly financial results, proactively identify growth opportunities, and enhance their strategic decision-making capabilities through robust analytics.
• Performance Analysis & Recommendations: Conduct thorough analyses of P&L trends and variances, clearly articulating their causes and translating these findings into actionable recommendations that align with the company’s overarching business goals.
• Process Optimization: Engage with Finance leadership to pinpoint areas for new process development and to refine existing finance processes, thereby ensuring superior data integrity and promoting greater analytical efficiency.

The Must-Haves
• Background: Requires a Bachelor’s degree from an accredited institution, coupled with at least 3 years of professional experience directly related to financial analysis or accounting functions.
• Experience: Possess a minimum of 3 years of hands-on experience in a financial role, demonstrating strong proficiency with personal computers and various Microsoft applications, with specific expertise in Excel, including the creation and use of pivots, V-lookups, and macros.
• Skills: Expertise in advanced Excel functions (pivots, V-lookups, macros), comprehensive financial analysis, accurate financial forecasting, detailed P&L variance analysis, and clear financial reporting.
• Bonus: A Bachelor’s degree specifically in Finance, Accounting, or a closely related quantitative discipline is preferred, along with prior professional experience within the insurance industry.