Financial Planning and Analysis

• Assist with month end close, including journal entries, reconciliations and research and analysis that happens during the close.
• Maintain ownership of Iconixx (producer compensation software), review producer compensation calculations and respond to producer inquiries
• Retrieves and organizes data into required reporting formats
• Improve upon existing reporting as requested by management
• Research, identify and communicate key variances relating to financial and operational metrics
• Provide ad-hoc financial and operational analysis to support business decisions
• Participate in annual budget process and monthly forecasting processes
• Provide support within the Finance department as needed

Senior Financial Analyst

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Staff Researcher – Quantum Finance Engineering

Senior Financial Analyst

Senior Manager, Finance