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Financial Analyst

Sarasota, FL 34232 | Work from home flexibility

Posted: 05/12/2023 Job Type: Permanent/Direct Hire Industry: Accounting and Finance Job Number: 22765 Pay Rate: $ 55000.00 - $ 62000.00

Job Description

Impact Business Group is partnering with our Insurance Client in Sarasota on an Entry Level Financial Analyst. 


This individual will support the Accounting Team and be responsible for the timely and accurate general ledger accounting duties.


Essential Duties and Responsibilities:


  • Prepare and ensure timely submission of monthly financial statements on a statutory and GAAP basis.


  • Prepare and ensure timely submission of quarterly and annual statutory financial statements.


  • Prepare budget versus actual analysis on a monthly basis.


  • Provide cost saving and cost containment reviews. 


  • Prepare reports required by regulatory agencies.


  • Work with internal auditor as required and directed by Controller/AVP Finance to assist in external audit and to complete internal audit reviews.


  • Ensure that data is correct, consistent, and robust. Perform proper data validation and reconciliation exercises.
  • Assist in data manipulation, analysis, and automation, including but not limited to data cleansing and automated reporting.
  • Practice appropriate spreadsheet and data stewardship: Organize and document data, data sources, and calculations in such a way that it can be easily reviewed by a peer or external party.
  • Assure compliance with all Managing General Agency contracts. 


  • Participate in a wide variety of special projects and compile a variety of special reports in an accurate and timely manner. 


  • Communicate with co-workers, management, clients, agents, and others in a courteous and professional manner. 


  • Perform other duties as required. 

Job Requirements


Education and / or Experience:


  • Bachelor's degree in accounting. 


  • 0 - 2 years of hands-on accounting experience.


  • Strong conceptual understanding required and practical knowledge desired of GAAP and regulatory accounting principles. 


  • Strong analytical skills and problem-solving skills. 


  • Quantitative and analytical skills.


  • Ability to take ownership of assigned areas and projects, as well as the ability to work well under pressure. 


  • Proficient in Excel, possessing the ability to use pivot tables, calculations, x-lookups, filters, and automation efficiently to process large quantities of data relevant to the business.


  • Proficient in Access. 


  • Attention to detail and strong organizational skills are essential in this position. 


  • Positive attitude and strong work ethic. 


  • Excellent communication skills. 


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