Financial Analyst - Senior
Holman Enterprises

Job Info

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Holman Insurance Services is a full-service brokerage managing personal and commercial insurance products for auto, home, boat, recreational vehicle and life insurance from an array of top-rated carriers. We work with clients as their insurance advocate, asking the right questions to find them the right coverage with the right carriers.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Conduct monthly & quarterly account reconciliations to ensure accurate reporting & ledger maintenance
• Monitor and update Key Performance Indicators on a weekly basis and send to Controller for review
• Periodically upload Income Statement from agency management system into the Annual Income Statement excel file for Holman Insurance Services, Maple Shade Assurance, and Risk Partners
• After month end close, run the needed reports to update the "Monthly Scorecard", and subsequently review file with the Controller to ascertain that the information is valid and accurate
• Maintain the daily Cash Forecast, applying predictive analytics and known cash inflows and outflows to advise of any large variances and low funding
• Perform various ad hoc projects including researching, analyzing and summarizing data/analysis requests as assigned
• Complete monthly bank reconciliations for Assistant Controller's review
• Responsible for reviewing processes and recommending enhancements/changes in order for the accounting unit to provide exceptional support
• Review and Reconcile Broker Payables on a monthly basis and send check requests to the AP clerk for payment processing
• Review Direct Bill receivable ageing and provide recommendations on collectability
• Run and review aged receivables on a weekly basis, make necessary recommendations to business line and Controller
• Review and post biweekly payroll and process 401K funding
• Assist with the completion of the monthly financial package
• Assist in the streamlining of processes and procedures, using advanced computer skills and a unique/fresh look to examine why the organization is processing things in the way that it does

KNOWLEDGE, SKILLS AND/OR ABILITIES

• Highly proficient at Microsoft Excel
• Excellent time management and organization skills
• Strong attention to detail, analytical skills and problem solving
• Ability to prioritize multiple tasks to meet deadlines
• Ability to interact with a variety of people/personalities

EDUCATION AND/OR EXPERIENCE

• College Graduate or Commiserate Work Experience
• 3+ years of Accounting Work Experience

Holman Enterprises 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.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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