Job Description

Description

The Opportunity:

The Senior Financial Analyst will provide financial analysis to the organization; responsible for financial activities such as business analysis and planning, forecasting, and budgeting. This is a Hybrid position (3 days/week in office) based out of our Toledo, Ann Arbor, Birmingham, Cleveland or Columbus office. 

In This Role You Will Execute On:

• Perform financial forecasting, reporting, and operational metrics tracking.
• Analyze financial data and create financial models for decision support.
• Work closely with the accounting team to ensure accurate financial reporting.
• Analyze past results, perform variance analysis, identify trends, and make recommendations for improvements.
• Evaluate financial performance by comparing and analyzing actual results with plans and forecasts; prepare financial performance reports for regular leadership reviews.
• Support the forecasting and analysis of Revenue, Sales Compensation and Selling Expense P&L line items.
• Identify and drive process improvements, including the creation of standard and ad-hoc reports, tools, and dashboards.
• Ensure compliance with financial guidelines, company policies, and relevant legal requirements.
• Conduct Revenue Analysis including regional, product line and client performance.
• Complete Producer Performance Analysis including compensation, Diamond Club and EPP qualification status.
• Handle Carrier Contract Analysis which includes reviewing contracts with our carriers and determining the financial impacts of these agreements.
• Responsible for New and Lost Business Reporting including plan variance and performance drivers
• Understand broker commission agreements and analyze impacts
• Lead Annual Best Practices Study
• Assist with the periodic review of T&E spend and report creation.
• Assist with the annual revenue plan and periodic forecasting updates of revenue, sales compensation and selling expense.
• Perform other duties and special projects as requested.

In This Role You'll Need:

• Bachelor's Degree in Finance, Accounting, or Business Administration required, Master’s Degree in Business or Finance preferred.
• Three (3) or more years of experience in financial planning, analysis, and modeling.
• Proficiency in Microsoft Office and related financial systems.
• Ability to present financial information to a non-financial audience.
• Working knowledge of financial strategies.
• Strong organizational and multitasking skills.
• Excellent communication, interpersonal, and presentation skills.
• Detail-oriented and able to perform in a high-pressure environment.
• Strong analytical thinking and problem-solving skills.
• Ability to prioritize and organize competing priorities in a fast-paced environment.
• Must be legally authorized to work in the United States.

Why Hylant?

A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 17 offices in seven states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you. 

Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.

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