Sr. Financial Analyst, ICS

Holmes Murphy & Associates - Waukee, IA

Full-time - Mid Level

Waukee, IA

Insurance Carriers and Related Activities

About the position

The Sr. Financial Analyst will join the Innovative Captive Strategies team at Holmes Murphy, focusing on compiling and presenting financial information, fostering client relationships, and ensuring compliance with financial regulations. This role is essential for supporting the company's mission to promote health and protect wealth for its clients, while also contributing to a vibrant company culture that values individual strengths and collaborative efforts.

Responsibilities

• Compile, review, benchmark, and assemble fiscal year-end and interim financial information and reports.
• Present financial information and facilitate discussions to Committees and Boards.
• Liaison and foster relationships with hundreds of clients and professional partners.
• Prepare/review monthly/quarterly/semi-annual financial reports.
• Monitor and evaluate cash and investment balances.
• Prepare financial statements including the preparation of journal entries and monitoring of investments.
• Coordinate completion of actuarial reviews, tax returns, and financial statement audits.
• Monitor and review compliance of bank covenants and insurance carrier collateral requirements.
• Prepare budgets, distribution recommendations, and other financial projections.
• Track, notify, and implement new accounting, tax, and regulatory reporting requirements.
• Perform special projects as identified by the Assistant Vice President of Finance.

Requirements

• Accounting degree and CPA or CFA designation preferred.
• Minimum two years accounting experience, preferably in the insurance industry.
• Ability to work with detail, follow directions and maintain a high level of accuracy.
• Ability to learn and utilize advanced technology associated with job functions.
• Capable of exercising discretion in confidential matters and use independent judgment.
• Ability to type and use a personal computer utilizing various software packages including EXCEL, WORD, and other Accounting Systems.
• Ability to communicate well with persons at all levels of authority both verbally and in writing.
• Ability to perform multiple duties simultaneously during peak periods.
• Ability to perform detailed analysis of financial documents, plan and implement financial/accounting procedures, and communicate procedures in a clear accurate manner.
• Ability to be available for work on a daily basis for a minimum of 8.5 hours per day and for overtime as necessary to perform duties.
• Ability to utilize standard accounting principles.

Nice-to-haves

• Offshore banking experience a plus.
• Exposure to investment.

Benefits

• Paid Parental Leave and supportive New Parent Benefits.
• Company paid continuing Education & Tuition Reimbursement.
• 401k Profit Sharing.
• Generous time off practices in addition to paid holidays.
• Paid Volunteer time off and employee matching gifts to charities.
• Paid Diversity Day time off option.
• Consistent merit increase and promotion opportunities.
• Discretionary bonus opportunity.