What are the responsibilities and job description for the Financial Analyst position at Forrest T Jones & Company?
Financial Analyst
Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.
Position Summary
This position reports to the Manager of Plans, Budgets and Analysis and is responsible for compiling, reconciling and analyzing financial data. This position is responsible for transforming financial data into information of value for management.
Expectations
- Provide monthly/quarterly financial performance analysis to management.
- Assist in the monthly accounting close, reviewing activity and assisting accounting as needed.
- Assist in the monthly/annual budget and proforma process.
- Provide financial data and reports to senior management and other departments as requested.
- Analyzes information and works with finance teams to verify or update information
- Develop working relationships with internal business partners to support organizational goals.
- Identifies opportunities and work with cross-functional project teams to improve operational and financial performance across all areas of the company.
- Work with internal and external auditors in providing supporting details and answering questions when necessary.
- Performs other related duties as required and assigned
Competencies
- Able to research complex reconciliation issues and discrepancies.
- Take responsibility for accuracy while handling high volumes of data.
- Responds timely and professionally to management team.
- Able to work in an individual or team setting.
- Precise and detail oriented.
- Can actively participate in cross-functional projects as well as partner with cross-functional teams to improve processes and conduct analyses.
- Strong multi-tasking skills – organized and attentive to details.
- Communicate effectively across all levels of the Company and across departments.
Requisites
- A bachelor's degree in accounting or a related field is required.
- 3-6 years of experience in accounting/finance/business analyst or audit role.
- Expert system skills including Microsoft Excel.
- Skills in Microsoft SQL Server Management Studio and Access
- Experience with FIS Enterprise Accounting System(EAS) preferred, but not required.
- Experience with Prophix, Hyperion or similar system preferred but not required.
We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.