Financial Analyst

Sedgwick

Full-time - Mid Level

Insurance Carriers and Related Activities

About the position

The Financial Analyst position at Sedgwick focuses on assisting with financial planning, analysis, and reporting activities. The role is designed for individuals who thrive in collaborative environments and are driven to deliver exceptional work while supporting the organization's financial objectives. The position emphasizes the importance of empathy and customer orientation, aligning with Sedgwick's culture of caring and commitment to diversity and inclusion.

Responsibilities

• Analyzes and reports the monthly results to finance management, with commentary on current business performance.
• Participates in monthly review of results with finance management team, discussing key business drivers of variances to budget, forecast and prior year.
• Responds to requests for financial information from internal colleagues and external parties (auditors, shareholders, financial institutions, etc.).
• Assists in the preparation of the annual budget and 5-year strategic plan.
• Supports the department executives with ad hoc analyses and business initiatives.
• Assesses, develops, and presents financial reports, forecasts, and analyses of new business opportunities.
• Participates as a key member of the solutions team and shares in the decision-making process.
• Responsible for reporting corporate costs by functional area.
• Collaborates with business unit finance leaders to develop and improve reporting and variance analysis.

Requirements

• Five (5) years of related experience or equivalent combination of education and experience required.
• Strong knowledge of finance and accounting principles and processes, including US GAAP, control techniques, budgeting, and auditing.
• Understanding of financial statements (income statement, balance sheet, and cash flow) and how they interrelate.
• Ability to communicate technical information and influence management.
• Working knowledge of SAP and Business Planning and Consolidation Reporting (BPC) a plus.
• Excellent oral and written communication skills, including presentation skills.
• PC literate, including Microsoft Office products.
• Analytical and interpretive skills including the ability to compile and analyze data from various sources.
• Problem-solving skills.
• Strong organizational skills.
• Excellent interpersonal skills.
• Ability to create and complete comprehensive, accurate and constructive written reports.
• Ability to work in a team environment.
• Ability to meet or exceed Performance Competencies.

Benefits

• Career development and promotional growth opportunities
• A diverse and comprehensive benefits offering including medical, dental, vision, 401K, PTO and more