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Senior Financial Analyst

Employer
Capstone Search Group
Location
Topeka, Kansas
Salary
$75k to $100k
Closing date
Oct 20, 2020

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Job Details

About the Role

The Senior Financial Analyst will be part of the Financial Planning and Analysis team for an insurance and financial services organization that is nationally recognized as a “Best In State Employer” and nearly tops The 100 Best list among Kansas’ privately held organizations. Here is a snapshot of the role:

  1. Education & Experience: Bachelor’s degree in Accounting or Finance plus at least five (5) years of accounting experience in the insurance industry (preferably working in the life, health or annuities space).
  2. Location: This position is based in Topeka, KS; however, the company has a satellite office in Kansas City. Telecommuting consideration may be given for applicants who live in KC with the requirement that 2-3 days/week will need to be spent working in Topeka.
  3. Position Details: A newly created position that reports to the Controller. You will interact with senior finance leaders and collaborate with individuals in other departments like tax, investments, actuarial and investment accounting.
  4. Compensation: $75k-$100k depending on experience with an annual bonus opportunity.

Duties & Responsibilities

  • Assist in preparing recurring quarterly and annual management and investor reporting and presentations, including assisting with analysis and researching variances
  • Assist with trend analysis, benchmarking and financial results messaging in preparation of quarterly investor reporting
  • Assist in managing investor relationships through monitoring and coordinating responses to investor requests
  • Understand key financial and operational drivers of performance and tracks, analyzes and reports financial information
  • Analyze and verify internal consistency, completeness, and credibility of reporting
  • Monitor peer company investor reporting and assists in developing a robust investor relations reporting strategy and framework
  • Participate in investor calls and tracks and monitors investor questions for recurring themes
  • Assist in preparing potential investor Q and A
  • Conduct ongoing evaluation of processes and implements automated enhancements that lead to improvements in efficiency, timeliness, transparency, and consistency

Skills & Experience

  • Bachelor’s degree in Accounting or Finance is required
  • 5+ years insurance industry experience; preference to candidates who have public company experience in the insurance industry specializing in annuities
  • Strong analytical and computer skills including but not limited to MS Office Excel Suite

Company

Capstone Search Group is an insurance recruiting firm that offers creative, unique staffing solutions for the insurance industry! Our clients include insurance companies, agencies, brokers and intermediaries. Our goal as insurance recruiters is to help insurance organizations identify, attract and retain experienced talent that impacts immediate openings and promotes future growth. We offer Direct Hire (Contingency Search, Engaged/Retained and Recruitment Process Outsourcing [RPO]) and Contract Solutions (long-term contract, 1099 and temp-to-perm).

Company info
Website
Telephone
5152165457
Location
10647 Justin Drive
Urbandale
IA
50322
US

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