Business Analyst

• Perform and report comparative periodic budget to actual variance analysis for specified branches and/or region.
• Perform producer payable audits, resolve errors, prepare and distribute monthly reports to specified payees.

• Prepare and analyze periodic and adhoc business management reports per management specifications.
• Assumes responsibility for effectively researching, tracking, and resolving (or properly referring) accounting or documentation problems and discrepancies.
• Perform recommended business management systems audits.

• Monitor premium finance agreement submission process to ensure timely funding. 

• Establishes and maintains effective communication and coordination with Company personnel and with management.
• Maintains regular contact with other departments to obtain and convey information and/or to correct transactions.
• Assists Accounting Department personnel as needed.
• Keeps management informed of area activities and of any significant problems.
• Other related duties as required or assigned, which depending on the organizational structure of a regional Finance Department, may have some limited team lead responsibilities as it relates to accounting principles, procedures and reconciliation problems.

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Work Experience Requirements

• Detail oriented with above average analytical skills.

• Ability to solve practical problems and follow written, verbal or other instructions with multiple abstract and concrete variables.

• At least 3 – 5 years in accounting or financial analysis roles.
• Competency in Microsoft applications including Word, Excel and Outlook.

• Ability to perform mathematical calculations accurately, including percentages, fractions, decimals, and simple mathematical formulae.
• Effective communication skills, organizational skills, and ability to respond to requests effectively and efficiently.
• Understanding of agency operations, agency management experience desirable and prior experience in business administration.
• Understanding of agency workflow procedures and software, underwriting, sales and service processes.

• Excellent organizational skills with ability to manage multiple priorities and meet strict deadlines.
• Positive attitude and strong work ethic: team player.

Education

College degree in accounting or finance; at least 3 – 5 years in accounting or financial analysis roles.

Qualifications

• Uses good judgment at all times
• Reliable, regular and on time attendance
• Keeps commitments, keeps others informed of work progress, timetables and issues, addresses problems and issues constructively to find mutually acceptable and practical business solutions
• Works effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner
• Must be able to use computers and knowledge of accounting software
• Communicate in English and other native languages

Physical Demands

The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

• Frequent use of computer keyboard and telephone
• Sitting for long periods of time
• Ability to lift up to 30 pounds
• Able to speak, see and hear other people and / or objects