Finance Analyst

Description

About AMBA

Since 1981, AMBA has been a trusted provider of essential coverage for retired public servants nationwide. Our reach extends to diverse groups, including hardworking public employees, state retirees, educators, military personnel, trade professionals, firefighters, law enforcement, Unions, Alumni groups, Allied Healthcare, and other non-profit associations. As a full-service marketing and membership development company, we proudly offer outstanding insurance services to our vast network of 44 million members across 450+ associations in all 50 states. 

About the Role

Finance Analysts on the Operational Finance team support AMBA’s sales organization by ensuring accurate and timely reporting on marketing spend and sales performance across multiple distribution channels. This role is responsible for the monthly marketing close, recurring KPI and scorecard reporting, and finance support for sales and call center teams. Finance Analysts collaborate with marketing, sales leadership, and Accounting to track results against budget and identify opportunities for cost savings. As an individual contributor, a Finance Analyst applies financial knowledge and analytical skills to deliver insights, while continuing to develop expertise through collaboration with managers and senior team members.

The Day-to-Day

• Reconcile direct mail and digital marketing invoices monthly, confirming with marketing teams that vendor invoices and related entries reach Accounting.

• Prepare accrual entries for invoice-timing differences and report actuals against forecast and budget, with commentary on variance drivers.

• Produce monthly operating KPI reporting, including call volume, conversion rates, lead counts, headcount, hires, and terminations.

• Build and distribute weekly sales scorecards tracking production and incentive standings.

• Partner with call center teams on performance tracking and the monthly incentive cycle.

• Create and maintain reporting and forecasting models, including sales expense and production forecasts.

• Review business trends and partner with sales and marketing leaders on their monthly results for operation optimization and cost savings.

• Support ongoing initiatives to automate, improve, and streamline the analysis and reporting processes.

• Other duties as assigned.

Requirements

Requirements and Qualifications

• 3–5 years of experience in financial analysis, sales or marketing finance, or FP&A (preferred); insurance or multi-channel sales experience a plus.

• Bachelor’s degree in finance, accounting, or a related field.

• Working knowledge of generally accepted accounting principles (GAAP), including accruals and month-end close.

• Advanced Excel skills, including building models with lookups, pivot tables, and multi-source workbooks.

• Comfort pulling data from databases and reporting environments; experience with SQL, Power BI, or similar tools (preferred).

• Demonstrated critical thinking, problem-solving abilities, and keen attention to detail.

• Excellent interpersonal, written, and verbal communication skills for interaction with teams and senior leadership.

• Ability to meet recurring deadlines and follow through on inputs from teams outside finance.

• Ability to quickly learn new concepts, adapt to change, and work effectively across teams.

• Proficiency in Microsoft Office products; Oracle NetSuite or Hyperion Essbase experience (preferred).

AMBA is an equal opportunity employer committed to providing a workplace free from harassment and discrimination. We celebrate the unique differences of our employees because that is what drives curiosity, innovation, and the success of our business. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity or expression, age, marital status, veteran status, disability status, pregnancy, parental status, genetic information, political affiliation, or any other status protected by the laws or regulations in the locations where we operate. We value diversity and the skills, knowledge, and experience that difference brings to our culture, attracting top talent with shared values and forming the foundation for a great place to work.