Pay Range:
- $145000 - $165000 / year
Our Perks & Benefits:
- Comprehensive benefits package including medical, dental, vision, and life insurance
- Performance-based bonuses to reward your contributions*
- Paid time off to recharge and maintain a healthy work-life balance
- Flexible work options, including remote and hybrid opportunities, if eligible
- Retirement Plan (401k) with company-matched contributions
- Education Advancement, for employees and qualified dependents, via the Confie Enablement Scholarship Fund
- Fitness Reimbursement – up to $15/month for gym memberships
- Inclusive workplace through a strong commitment to Diversity, Equity, and Inclusion
- Employee Assistance Program – confidential support for personal or professional challenges, at no cost
- Extra Perks – optional plans for disability, hospital indemnity, health advocate program, universal life, critical illness, accident insurance, and even pet insurance
Purpose
Lead planning, reporting, and alignment of financial goals for US Non-Standard Insurance Retail business. Work closely with the Senior Dir, FP&A, and guide the team and company through the annual budget and quarterly forecasting processes, monthly financial reporting, and provide insights and analytics around business performance. Serve as a key financial business partner to leaders throughout the Company.
Essential Duties & Responsibilities
Lead the process for developing full P&L and other non-P&L financial forecasts and budgets based on trends, business decisions, sales input, and interaction with cross-functional business partners.
Partner with key business leaders to build and improve upon current business analytics and tie key metrics to financial performance.
Act as the primary FP&A liaison for the assigned areas of responsibilities.
Prepare monthly financial reporting for management.
Create ad-hoc analyses to drive business strategy, improve efficiency, and maximize ROI.
Continuously look for ways to improve a process; streamline budget and forecast cycles.
Work closely with Accounting during month-end, summarize performance, and determine how results will impact future forecasts.
Qualifications and Education Requirements
Bachelor's Degree in Finance or Accounting
Minimum 5 years of experience in a Financial Analytics role.
Exceptional critical thinking and problem-solving skills.
Full P&L budgeting and forecasting experience required.
Advanced Excel skills required with experience performing in-depth business analytics and building financial models.
A strong understanding of the P&L with the ability to make a correlation between business/client decisions and P&L impacts.
Knowledge of a visualization tool such as Tableau.
Ability to track and prioritize multiple simultaneous tasks.
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice
Notice
As permitted by applicable law and from time-to-time, Confie may use a computer system that has elements of artificial intelligence to help make decisions about your employment, including recruitment, hiring, renewal of employment, or the terms and conditions of your employment. Employees with questions about Confie’s use of these computer systems should contact Human Resources at [email protected]
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- Bachelor's degree in Finance or Accounting
- At least 5 years of experience in a financial analytics role
- Exceptional critical thinking and problem-solving skills
- Full P&L budgeting and forecasting experience
- Advanced Microsoft Excel skills
- Experience performing in-depth business analytics and building financial models
- Strong understanding of the P&L and ability to connect business or client decisions to P&L impacts
- Knowledge of a visualization tool such as Tableau
- Ability to track and prioritize multiple simultaneous tasks
What We Do
Confie is the largest personal lines insurance agency in the US. Since the day we established ourselves in 2008, we quickly grew to become the nation’s leading independent insurance provider for personal lines. Personal lines insurance includes auto, motorcycle, homeowners, renters, life, and health among others. We are passionate about serving our customers in their local communities through our click, call, or come-in approach. We live by our aspiration to be the most trusted source of insurance solutions so our customers can have peace of mind. In the insurance industry, we have been recognized as the #1 personal lines leader in the nation for the past five years. Confie is the only independent agency focused on personal lines insurance that consistently ranks in the Top 10 Property/Casualty agencies in the U.S. Our customers know us as friendly, professional, trustworthy, and knowledgeable. They recognize our brands and the great value we provide, and count on us for insurance solutions at competitive prices. We provide them quality coverage in the diverse communities that we serve. We believe that our employees are our brand. Our employees enjoy a positive, dynamic, inclusive and collaborative workplace where performance is rewarded, education is promoted, and employees have exciting opportunities to advance their careers. We strive to help every employee embrace our corporate values in everything they do. We promote a positive, workplace, and find satisfaction in a job well done. The secret to our continued success is our talented, diverse and dedicated employees. We are proud of our leading position in terms of employee diversity within our industry. At Confie, we offer competitive pay, great benefits, work-life balance, and significant upward opportunities for employees with passion. We look forward to you being a part of our team! Disclaimer: *2021 Top 50 Personal Lines Agency in Insurance Journal
