Financial Analyst jobs in United States
cer-icon
Apply on Employer Site
company-logo

Foundation Risk Partners · 5 hours ago

Financial Analyst

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US, and they are seeking a Financial Analyst to join their Corporate Synergies team. The Financial Analyst will support the Controller with month-end reporting, financial analysis, and special projects across multiple entities.

InsuranceRisk Management

Responsibilities

Assist with month‑end close and preparation of financial management reports
Analyze income statements and balance sheets, identifying trends and anomalies
Prepare balance sheet reconciliations and support ongoing financial workflows
Learn key accounting workstreams (AR, AP, direct bill, etc.) and understand how transactions impact financial statements
Partner with the Controller and team to ensure completeness and accuracy of monthly results
Progress toward handling standard reporting and analysis independently within 3–6 months

Qualification

ExcelGAAPFinancial analysisApplied EpicMicrosoft OfficeProblem-solvingCommunication

Required

Strong Excel skills and ability to communicate analysis clearly
Understanding of GAAP and general accounting workflows
Analytical mindset with strong problem‑solving skills
Ability to learn and work independently over time
Bachelor's degree in Accounting, Finance, or related field
1–4 years of experience in accounting or financial analysis
Proficiency in Microsoft Office; willingness to learn tools like PowerPoint, Access, or Visio

Preferred

Experience with Applied Epic, AMS360, or similar systems is a plus

Benefits

Medical
Vision
Dental
401(k) with company match
Company paid life insurance
STD
LTD
Generous PTO policy starting at 18 days per year
10 paid holidays
2 floating holidays

Company

Foundation Risk Partners

twittertwitter
company-logo
Foundation Risk Partners is born of decades of insurance expertise and leadership.

Funding

Current Stage
Late Stage
Total Funding
$2M
Key Investors
Barings
2022-08-09Acquired
2020-09-01Debt Financing· $2M

Leadership Team

leader-logo
Charlie Lydecker
President & CEO
linkedin
leader-logo
Thomas Tinsley
Chief Administrative Officer
linkedin

Recent News

Lane Report | Kentucky Business & Economic News
Company data provided by crunchbase