Analyst II, Corporate Finance

Can you turn complex data into reliable reports? Do you enjoy working in systems like Workday and Adaptive Planning?

Come Join ReSource Pro!

Your role...

As an Analyst II, Corporate Finance, you will support the Financial Planning and Analysis (FP&A) function by performing complex data management, report preparation, and financial forecasting activities. This role works closely with finance leadership to ensure timely and accurate delivery of financial insights and performance metrics that inform business decisions. The Analyst II, Corporate Finance will support system optimization efforts and contribute to continuous improvement in reporting efficiency and accuracy.

We hire the best because we believe great people create exceptional experiences. That's why we hire individuals who not only bring talent and passion, but who thrive in our unique culture and live out our Core Values : Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.

All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.

In This Role, You Will...

Maintain a basic understanding of the routine reports, including reports' contents and different data sources in preparation; Ensure timely and high-quality support for the report preparation, such as management reporting (monthly operating review) and PE Stakeholder reporting

Serve as a key contact person for monthly global reports; Support team supervisors to address ad hoc data and reporting requests from internal and external stakeholders, including senior leadership

Develop and understanding of financial data flow within systems such as Workday and Adaptive Planning

Support annual budget and periodic forecasting cycles by consolidating inputs from multiple FP&A colleagues

Identify and resolve discrepancies or anomalies in budget data and communicate findings to leadership

Assist in the creation of financial presentations and summaries for leadership review

Support financial modeling and scenario analysis to assess potential business outcomes

Support report optimization due to new business needs, such as structure reorganization and new acquisitions; Support the creation and maintenance of data repositories to streamline financial reporting processes

Assist with data mapping, troubleshooting discrepancies, and resolving issues in collaboration with finance colleagues

Recommend enhancements to ensure systems meet evolving business needs; Provide user support for data-related system inquiries and assist with troubleshooting

Provide project-based and ad hoc analytical support to the finance team as needed

What You Need to be Successful…

Bachelor's Degree in Accounting, Finance, Economics, or related field

3-5 years' experience in financial analysis, accounting, auditing, or budgeting

Proficient in Microsoft Office Suite, with advanced Excel knowledge (pivot tables, formulas, and data visualization)

Experience with Workday, Adaptive Planning, and Power BI strongly preferred

Meticulous attention-to-detail with a demonstrated ability to identify discrepancies, ensure accuracy, and maintain high standards across tasks and deliverables

Ability to leverage strong analytical skills to interpret complex datasets, uncover trends, and extract actionable insights

Effective written and oral communication skills; Problem-solving skills and critical thinking;  Strong time management and prioritization skills

Proficient in management and interpretation of large data sets

Ability to thrive and collaborate in multicultural teams

Your Benefits & Perks...

Generous PTO plan with paid holidays + floating holidays

100% paid Employee Healthcare on Day 1

Eligible for all medical, dental, and vision benefits on Day 1

401k with employer match, vested on Day 1

Opportunity to work for a growing, global organization.

Ability to engage with clients and internal partners to make an impact.

Organization-wide focus on growth and development

Your Compensation…

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position, and the salary range for most locations for this role is $39,339 - $66,393 annually. The salary range may vary based on experience and on the specific geographic location in which the candidate resides.

Your Interview Process :

To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via zoom.

The standard interview process includes :

Behavioral Interview with Talent Acquisition

Online talent assessment

Hiring Manager Interview

Stakeholder Interview

• Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure : Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro :

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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