Lead Financial Analyst
Robertson Ryan & Associates, Inc Robertson Ryan & Associates, Inc Milwaukee, WI Milwaukee, WI Full-time Full-time Estimated:
$81.
6K - $103K a year Estimated:
$81.
6K - $103K a year Primary Details:
This opportunity is accountable for leading financial and budget analyses by evaluating complex financial data, utilizing data to perform trend analysis, forecasting industry conditions and collaborating with key stakeholders to influence financial decision making.
Primary
Responsibilities:
Deliver accurate financial reporting metrics by analyzing financial data, performing complex data entry, verifying accuracy and collaborating with leadership as needed Effective decision making by analyzing complex financial information, forecasting business, industry and economic conditions and presenting implications and innovative solutions to leadership Optimize individual and department efficiency by identifying information sources, testing financial analysis models and gathering reference information to ensure business growth and development Develop knowledgeable recommendations that assist leadership in decision making by serving as a functional and technical expert and analyzing financial performance to align budget guidelines and strategies with business requirements In collaboration with finance associates, sharing knowledge, resolving questions and providing recommendations on best practices within area of responsibility to support the achievement of business objectives Collaborate with key stakeholders to identify and utilize financial opportunities by interpreting financial data, performing trend analysis, evaluating economic influences and identifying potential risks Provide personalized and quality service by communicating with internal customers to address financial and budget practice questions, issues and concerns and ensure understanding Drive continuous improvement by reviewing team financial analyses, evaluating gaps and communicating feedback to ensure accurate research, implementing best practices and delivering sound reports Preferred Education and
Experience:
Bachelor's degree in Accounting or Finance required At least eight years of experience in the financial function of a company required.
Preferred Competencies/Skills:
Appropriately prioritize assigned tasks to ensure timely goal achievement Work with people at different levels within the organization to accomplish a common goal Create and maintain current, accurate and readily accessible data in various formats High degree of financial acumen and awareness of financial responsibility to analyze information and use logic to address work-related issues and problems Motivational, inspirational and enthusiastic approach to team involvement and engagement Communicate information in a clear, well-organized, and professional manner Preferred Knowledge:
Advanced working knowledge of Microsoft Excel and PowerPoint Advanced working knowledge of budget financial analysis and financial modeling Applied working knowledge of operational efficiency principles and best practices In-depth knowledge of financial operations Join a top 100 US Insurance Agency Founded in 1960, Robertson Ryan & Associates, Inc, offers a broad range of solutions for Business, Personal and Benefits Insurance.
We serve as Trusted Advisors for more than 40,000 clients from small businesses to national accounts in all industries.
With over 325 team members and 130 insurance companies we are the 58thlargest privately held agency in the nation and we are 1 in only 35 Elite US Agencies recognized by Insurance Business America.
Our culture is dynamic, fun, and most associates have worked with RRA over a decade.
It's an exciting time to be a part of a growing firm.
Job Type:
Full-time Pay:
From $1.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Milwaukee, WI 53202:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Accounting:
8 years (Preferred) Work Location:
Hybrid remote in Milwaukee, WI 53202.
Estimated Salary: $20 to $28 per hour based on qualifications.
$81.
6K - $103K a year Estimated:
$81.
6K - $103K a year Primary Details:
This opportunity is accountable for leading financial and budget analyses by evaluating complex financial data, utilizing data to perform trend analysis, forecasting industry conditions and collaborating with key stakeholders to influence financial decision making.
Primary
Responsibilities:
Deliver accurate financial reporting metrics by analyzing financial data, performing complex data entry, verifying accuracy and collaborating with leadership as needed Effective decision making by analyzing complex financial information, forecasting business, industry and economic conditions and presenting implications and innovative solutions to leadership Optimize individual and department efficiency by identifying information sources, testing financial analysis models and gathering reference information to ensure business growth and development Develop knowledgeable recommendations that assist leadership in decision making by serving as a functional and technical expert and analyzing financial performance to align budget guidelines and strategies with business requirements In collaboration with finance associates, sharing knowledge, resolving questions and providing recommendations on best practices within area of responsibility to support the achievement of business objectives Collaborate with key stakeholders to identify and utilize financial opportunities by interpreting financial data, performing trend analysis, evaluating economic influences and identifying potential risks Provide personalized and quality service by communicating with internal customers to address financial and budget practice questions, issues and concerns and ensure understanding Drive continuous improvement by reviewing team financial analyses, evaluating gaps and communicating feedback to ensure accurate research, implementing best practices and delivering sound reports Preferred Education and
Experience:
Bachelor's degree in Accounting or Finance required At least eight years of experience in the financial function of a company required.
Preferred Competencies/Skills:
Appropriately prioritize assigned tasks to ensure timely goal achievement Work with people at different levels within the organization to accomplish a common goal Create and maintain current, accurate and readily accessible data in various formats High degree of financial acumen and awareness of financial responsibility to analyze information and use logic to address work-related issues and problems Motivational, inspirational and enthusiastic approach to team involvement and engagement Communicate information in a clear, well-organized, and professional manner Preferred Knowledge:
Advanced working knowledge of Microsoft Excel and PowerPoint Advanced working knowledge of budget financial analysis and financial modeling Applied working knowledge of operational efficiency principles and best practices In-depth knowledge of financial operations Join a top 100 US Insurance Agency Founded in 1960, Robertson Ryan & Associates, Inc, offers a broad range of solutions for Business, Personal and Benefits Insurance.
We serve as Trusted Advisors for more than 40,000 clients from small businesses to national accounts in all industries.
With over 325 team members and 130 insurance companies we are the 58thlargest privately held agency in the nation and we are 1 in only 35 Elite US Agencies recognized by Insurance Business America.
Our culture is dynamic, fun, and most associates have worked with RRA over a decade.
It's an exciting time to be a part of a growing firm.
Job Type:
Full-time Pay:
From $1.
00 per hour
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Vision insurance Schedule:
Monday to Friday Ability to commute/relocate:
Milwaukee, WI 53202:
Reliably commute or planning to relocate before starting work (Required)
Experience:
Accounting:
8 years (Preferred) Work Location:
Hybrid remote in Milwaukee, WI 53202.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
