SMS is part of the Alliant family of companies. SMS is a full-service insurance marketing organization (IMO) dedicated to helping independent insurance agents leverage time, make more money, and put their business in a position of distinction. With products and agents in all 50 states, SMS offers the industry's most complete IMO experience. We support every facet of an agent's business, from our comprehensive senior product portfolio to our technology, services, and marketing programs.
SUMMARY
Responsible for providing analytical support to operating group leadership and team. Key responsibilities include management reporting and analysis, financial modeling, forecasting, budgeting, and process improvement.
Provides broad analytical support to assigned departments and acts as a liaison between departments.
Analyzes and interprets financial results, comparing actual performance to prior periods, budgets, and forecasts; then clearly articulates to management the narrative behind the numbers.
Designs and prepares ad hoc and standard management reporting.
Proactively seeks opportunities to provide increasingly insightful reports to management.
Independently constructs moderate to complex financial models to analyze the impact of current and proposed company initiatives.
Leads the forecasting and budgeting processes.
Creates and maintains planning templates and reports, helps to construct revenue and expense plans, identifies and analyzes variances, challenges and redirects business assumptions as needed.
Organizes and analyzes large quantities of data and performs data reconciliations to ensure accuracy of work products.
Identifies and interprets patterns and outliers in the data set and provides insight into the meaning of the data.
Partners with IT to develop and maintain integrity of financial systems used for analysis.
Proactively identifies areas for process improvement and implements methods to reduce error rates and maximize productivity and efficiency.
Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates.
Performs other duties as assigned.
EDUCATION/EXPERIENCE
Bachelor's Degree in Accounting, Finance, Economics or Mathematics or related field or equivalent combination of education and experience
Five (5) or more years related work experience; specifically in a FP&A role
Strong understanding of financial computer systems and data systems
Graduate degree or professional certification
Certified Corporate FP&A Professional
Certified Public Accountant (CPA)
Certified Financial Planner-CFP Board
Excellent verbal and written communication skills, polished presentation skills
Proficient in Microsoft Office products, with advanced Excel skills and familiarity with Access
Strong planning, organizational, and time management skills
Strong ability to interpret and analyze financial statements
Strong mathematical ability
Ability to prioritize multiple concurrent assignments and complete work by required due dates
Ability to interact professionally with employees across all levels of organization
Technical understanding of data structure, data mining and reporting processes
Highly proactive; actively seeks opportunities for process improvement
Works independently with minimal supervision and as a member of a team
#LI-REMOTE
#LI-GS1
We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on the "Apply" button.
Alliant Insurance Services, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment based on their qualifications and ability without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national origin, ancestry, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.
Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reach out to Careers@Alliant.com
For more information on Alliant Insurance Service's benefits, please visit www.alliant.com/about/careers/benefits
Alliant Insurance Services is among the top 5 largest and fastest-growing insurance brokerage and consulting firms in the United States. Fueled by entrepreneurialism and driven by results, Alliant operates on the belief that more is possible and expectations are meant to be exceeded. Our clients and partners have profound confidence in us to deliver in all market climates through the design and delivery of innovative solutions and services across a broad range of industry verticals.
Our people stand as the backbone of our organization. We proudly employ a team of diverse, driven, and exceptional people and invest heavily in their success, giving our brokerage and consulting teams the freedom and resources they need to help their clients grow their businesses to remarkable heights. The result is a dynamic team of professionals who consistently perform at the highest level, while caring and giving back to causes that impact their communities and the world at large.
Alliant is built on teamwork and collaboration, a philosophy that has guided our growth and evolution for 100 years. We rise together to meet challenges, think together to drive innovation, and thrive together in our business and in the diverse communities where we operate.
