Applied Systems ยท 10 hours ago
Sr. Financial Analyst
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $115K/yr
5+ years expApplied Systems is transforming the insurance industry by building a team dedicated to innovative software and services. They are seeking a Senior Financial Analyst to lead financial forecasting and budgeting processes, analyze financial data, and provide insights to support business decision-making.
InsuranceSoftware
Responsibilities
Lead financial forecasting and budgeting processes (inclusive of cash flow management activities), ensuring accuracy, timeliness, and alignment with company goals
Analyze current and historical financial data to identify trends, risks, and opportunities and recommend strategies to optimize financial performance
Provide insightful financial modeling to guide resource allocation and support business decision-making
Maintain and automate revenue models that support & track strategic initiatives, budgeting, and forecasting
Own financial proforma consolidation process relating to M&A activities
Automate and streamline monthly reporting
Support consolidation and reporting of operational data and metrics while providing insights and driving measurable results through strong influencing and collaboration skills
Interpret the data into actionable items and collaborate with cross-functional partners to drive measurable results with a sense of urgency
Qualification
Required
5+ years of related FP&A and business partnership
Bachelor's degree or equivalent work experience in the areas of finance, business, or related disciplines. MBA or CPA is a plus
Excel expertise, with the ability to build and manage complex models
Excellent financial management and analytical skills, with a deep and demonstrated understanding of financial modeling and analysis tools
Willingness to accept new challenges, and a high level of curiosity and creativity as it relates to new projects and problem-solving
Excellent with numbers, math & logic
Passionate about business: you like to understand what drives a business, and try to identify opportunities to go after and risks to mitigate
Preferred
Experience in software, internet, SaaS, or related industries preferred
Exceptional problem solving and analytical skills, in particular, an understanding of key financial and operational needle movers
SaaS business industry experience and familiar with the metrics behind it
Benefits
Medical, Dental, and Vision Coverage
Holiday and Vacation Time
Health & Wellness Days
A Bonus Day for Your Birthday
Company
Applied Systems
Applied Systems is a digital insurance agency that provides software for agency management systems.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
CapitalGStone Point Capital
2018-10-16Series Unknown
2017-09-11Private Equity
2013-11-26Acquired
Leadership Team
Taylor Rhodes
CEO
Recent News
Life Insurance International
2026-01-11
2025-12-17
Company data provided by crunchbase