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Alliant Insurance Services · 5 hours ago

Financial Planning & Analysis Analyst

Omaha, NE

Full-time

Hybrid

Entry, Mid Level

2+ years exp

Alliant Insurance is hiring a Financial Planning & Analysis Analyst who will provide analytical support to assist Producers and service teams in servicing existing accounts and soliciting new business. The role includes responsibilities such as financial analysis, financial modeling, and reporting to ensure proper accounting procedures are followed.

ConsultingFinancial ServicesInsurance

Responsibilities

Participates in Producer Commission Compensation management by providing financial and analytical support for the Producer Commission Compensation accounting and forecasting processes

Assists with the invoicing process and working with Finance and Business Managers

Provides day to day and monthly financial reporting and daily revenue analysis

Researches and resolves Business Unit inquiries for assigned functional areas

Analyzes data to ensure proper accounting procedures have been followed

Prepares financial reports, charts, tables and other exhibits as requested

Performs special projects to improve process efficiency and performance

Provides timely, relevant and accurate reporting and analysis of the division’s performance against historical, budgeted and forecasted results

Demonstrates and applies appropriate understanding/working knowledge of accounting principles and internal controls

Facilitates ad-hoc reports during the budget planning process

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information)

Other duties as assigned

Qualification

Financial analysisFinancial modelingAdvanced ExcelAccounting principlesMathematical abilityProcess improvementCommunication skillsOrganizational skills