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Sr Financial Analyst
(more about Peak6 Investment)
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Unfortunately Peak6 Investment has archived this job posting, they are no longer accepting applications.

Sr Financial Analyst

PEAK6 InsurTech knows that technology rules just about everything, which is why we wanted to bring insurance to the 21st century. We threw the rule book out the window and are forging our own path in the industry, and we want you to join us. 

Joining PEAK6 InsurTech won’t lead you to just a job, it will lead you to a true career path. We value our employees, understand their career aspirations, and support them in their goals by making sure they have opportunities to develop and advance in a multitude of ways. At its heart, PEAK6 InsurTech, along with our subsidiaries We Insure and Team Focus Insurance Group, is focused on epic innovation and trail-blazing technology to serve our customers and partners better. Learn more about joining and growing in our future-focused environment – and being epic with us!

This is a fully remote position

As a Senior Financial Analyst, you will have the opportunity to partner with businesses and cross-functional teams to provide financial expertise and ensure organizational financial performance. This candidate will play a critical role in enhancing and developing Finance’s reporting packages for an organization that multi entity accounting. This team member must have accounting experience/ background to provide actionable financial and strategic business analytics and recommendations to management.  They will be responsible for developing and presenting monthly financial reporting packages, business analytics, assistance in building the annual budget, monthly forecasting of risk and opportunities, metrics and scorecards, and various ad-hoc analyses. Requires a “can do” perspective and the ability to multi-task in a fluid environment of continuous improvement.

Essential Duties and Responsibilities

  • Monitor and analyze monthly financial results working as a team with accounting.
  • Identify relevant trends and key drivers on variance. Advise senior leadership of opportunities and risk impacting the organization.
  • Assist in the monthly review of all expenses and revenues for proper recording of transactions, as well as ensuring that corporate guidelines are met on Journal Entries throughout each reporting period.
  • Develop yearly budget and monthly financial forecasts which will drive appropriate and timely decision making
  • Assist in the development of internal cost allocation methodologies and customer profitability models
  • Provide value-added analytical management reporting, including ad hoc requests, to help provide the organization with a deeper understanding to cost changes and help identify additional efficiency opportunities.
  • Develop credibility and build partnerships with the accounting team and other key contacts across the organization to facilitate efficiency, knowledge sharing, and opportunities for process improvement
  • Manipulate large data sets to summarize for management reporting, determine results, or reveal trends
  • Ability to collect, clean, and interpret large data sets across multiple systems to provide insightful analysis,
  • Identify process improvements to reduce process cycle times, improve financial forecast quality, and enhance information provided to leadership for business decisions.
  • Support a company-wide finance transformation project that seeks to improve overall FP&A and Accounting planning and reporting processes by developing next generation reporting capabilities, data visualization and delivering process improvements

Required Skills & Abilities:

    • GAAP accounting knowledge
    • Experience working in an organization that includes multiple entities.
    • Expert in Excel and Financial Modeling
    • Proven experience working and supporting individual businesses with analysis and ad hoc requests

    Education/Experience:

    • Bachelor’s degree in Finance or Accounting
    • 2-5 years of relevant experience
    • Experience in planning, coordinating, and executing multiple work streams simultaneously
    • Strong grasp of income sheet, balance sheet, and cash flow financial statements interactions
    • Ability to analyze financial results and assess financial impacts of business decisions.
    • Strong written, verbal communication and presentation skills; must be able to convey information to all levels of the organization in a clear, focused, and concise manner
    • Demonstrated ability to think from both the financial and business perspectives.
    • Strong knowledge and demonstrated experience with Microsoft Excel and PowerPoint

    #LI-Remote

    Why join the PEAK6 InsurTech Team?  

    The PEAK6 InsurTech Difference:

    • Medical, Dental, Vision, Life, Pet; Flexible Spending Account
    • Competitive Salaries
    • 401K Match  
    • Work-Life Balance: Personal Days, PTO Days, 12 Paid Holidays, Two Paid Days for Volunteer Service, Paid Parental Leave
    • Short and Long-Term Disability
    • Employee Support Programs, Including Mental Health
    • Tuition Reimbursement  
    • Matching Charitable Gift Program
    • Lucrative Referral Program
    • Commuter Benefits
    • Flexibility: Remote and Hybrid Opportunities Available

    Founded by PEAK6 Investments in 2021, PEAK6 InsurTech began with the vision to challenge the status quo of the insurance industry and to revolutionize it. Along with our subsidiaries We Insure and Team Focus Insurance Group, we know it’s not about the corporation, it’s about the people. At its heart, PEAK6 InsurTech focuses on developing and implementing innovative technology and processes to serve its customers better. Whether propelling the insurance industry to run more efficiently or bringing together diversified businesses that span the entirety of the insurance lifecycle, PEAK6 InsurTech is dedicated to democratizing insurance and giving customers the power to choose.

    #PEAK6InsurTech

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