Financial Analyst

• Partner with our centralized accounting team to book and reconcile journal entries
• Month-end & Quarterly Close: prepare, format, and provide variance analysis on financial reports, maintain broker balances and other tasks as needed
• Assist in budgeting and forecasting process
• Prepare commission calculations each pay period to be submitted to the Regional Finance Manager
• Submit tickets to the centralized accounting team to create invoices
• Salesforce maintenance: track the deals and pipeline for forecasting
• ensure all calculations and data entries are correct
• Organize necessary documents, contracts, and agreements to support commission invoicing
• Suggest changes or improvements to increase accuracy and efficiency
• provide broker support as needed
• Assist the Finance and Operations Director with special projects as needed

• Proven experience in financial analysis, including variance analysis and financial reporting
• Strong skills in financial modeling and ad hoc analysis
• Proficiency in data mining techniques to extract insights and support decision-making
• Familiarity with budgeting and forecasting processes
• Experience with Salesforce or similar CRM platforms is preferred
• Exceptional attention to detail and ability to manage multiple tasks simultaneously
• Strong communication and interpersonal skills to collaborate effectively with team members
• A degree in finance, accounting, or a related field is required

Experience with Salesforce or similar CRM platforms is preferred

• medical, vision, dental, life, and disability insurance
• bonus