Financial Analyst

Financial Analyst

Forrest T. Jones & Company, Inc., and its affiliates ("FTJ"), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.

Position Summary

This position reports to the Manager of Plans, Budgets and Analysis and is responsible for compiling, reconciling and analyzing financial data. This position is responsible for transforming financial data into information of value for management.

Expectations

• Provide monthly / quarterly financial performance analysis to management.
• Assist in the monthly accounting close, reviewing activity and assisting accounting as needed.
• Assist in the monthly / annual budget and proforma process.
• Provide financial data and reports to senior management and other departments as requested.
• Analyzes information and works with finance teams to verify or update information
• Develop working relationships with internal business partners to support organizational goals.
• Identifies opportunities and work with cross-functional project teams to improve operational and financial performance across all areas of the company.
• Work with internal and external auditors in providing supporting details and answering questions when necessary.
• Performs other related duties as required and assigned

Competencies

Requisites

We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life / AD&D insurance, 401(k) with company-matching, generous paid time off and much more.

We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant's age.

ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK.