Financial Analyst

Job Description
Job Description
Financial analysis of Traditional segment and Life Insurance Company results, with an emphasis on the development of analytical reports. Position will be required to perform the following duties:

Required Skills

Develop standard forecasting and reporting templates, and other ad hoc reports
Coordinate the accumulation of plan and actual data from key functional areas (actuarial, commissions, budget center owners).

Communication and relationship building with other involved departments is essential.
Proactively communicate and collaborate with customers to analyze and deliver information needs

Analyze financial results compared to forecasts, provide research on significant variance and communicate results in a concise manner

Assist and/or lead various department projects in a team centered environment.

Critically evaluate information gathered from multiple sources

Be able to summarize detailed data into executive level formats, as well as breaking down aggregate information into meaningful pieces

Successfully engage in multiple initiatives simultaneously

Has direct responsibility for compliance with the Sarbanes-Oxley Act in matters of financial and operational controls and disclosure requirements as mandated by the Act.

This includes strict adherence to the company’s Business Conduct Statement and Code of Ethics. The emphasis will be on compliance with financial procedures and protocol, internal controls, and maintaining the highest level of workplace behavior.

Required Experience

Experienced Required:

Minimum of two to four years work experience in a similar Financial Analysis position. Insurance background preferred.


B.S or B.A degree in Accounting or Finance


Excellent oral and written communications; and the ability to interact professionally with a diverse group of executives, managers, and subject matter experts.

Detail oriented individual with excellent organizational and documentation skills

Advanced knowledge of Excel

Working knowledge of Word, Access and PowerPoint

Working knowledge of General Ledger software

Strong analytical skills including the ability to comprehend and apply understanding of complex concepts involving multiple inputs

Self-motivated with a strong sense of natural curiosity.


Universal American

Job Code

State or Province


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