Sr. Financial Analyst

Job Description
Applied Systems, Inc., a worldwide leader in insurance technology, is currently searching for a knowledgeable and talented Senior Financial Analyst within the FP&A department. You will be responsible for building out core financial workflows, key performance indicators, and supporting the implementation of a new performance management system. You will actively partner with internal, finance stakeholders and business software partners. The ideal candidate is driven, agile, and maintains a strong analytic approach to problems.
What You'll Do

• Develop key performance indicators with operational teams to enhance data interpretation.
• Develop business cases, investment / ROI summaries, and completing ad hoc analyses as needed.
• Calculate commissions for sales representatives partnering with Sales Operations and Accounting
• Create and maintain financial models to support the product/new business initiatives, budgeting, and forecasting.
• Automate and streamline monthly reporting.
• Support consolidation and reporting of operational data and metrics while providing insights and driving measurable results through strong influencing and collaboration skills.
• Interpret the data into actionable items and collaborate with cross-functional partners to drive measurable results with a sense of urgency.
• Lead development and enhancement of dashboards and reporting packages to drive improved business results.

What You'll Need to Succeed
We're looking for someone who:

• Can work hybrid (one day a week) in our Chicago office

Your experience should include some or all of the following:

• 5+ years of related FP&A and business partnership
• Experience in software, internet, SaaS, or related industries preferred.
• Excel expertise, with the ability to build and manage complex models.
• Excellent financial management and analytical skills, with a deep and demonstrated understanding of financial modeling and analysis tools.
• Ability to communicate effectively across multiple levels of an organization.
• Exceptional problem solving and analytical skills, in particular, an understanding of key financial and operational needle movers.
• Willingness to accept new challenges, and a high level of curiosity and creativity as it relates to new projects and problem-solving
• High energy and initiative
• Excellent with numbers, math & logic
• Passionate about business: you like to understand what drives a business, and try to identify opportunities to go after and risks to mitigate
• Knowledgeable about SaaS business industry and the metrics behind it
• Bachelor's degree or equivalent work experience in the areas of finance, business, or related disciplines
  • We proudly support and encourage people with military experience, as well as military spouses, to apply

Additionally, you may have:

• Product and/or Product Management experience
• Experience working in a technology and/or software focused business
• Experience with JIRA

What You'll Gain
Benefits from Day One

• Health insurance plans, dental, and vision
• Wellness incentives
• 401(k) and/or RRSP retirement savings plans with employer match

Work-Life Balance

• Competitive paid vacation time and a free day for your birthday
• Personal/sick time
• Paid holidays
• Flex Time
• Paid parental leave (U.S. candidates)
• Volunteer time off

Empowering Career Growth and Success - We invest in talent, care about our people and are empowered by the results of our work. We grow our teams from within and give our employees opportunities to advance.
What We Value
We strive for excellence at every turn to be the best at what we do. We invest in talent, care about our people and are empowered by the results of our work. We fulfil the promise of insurance - safeguarding and protecting what matters most in people's lives. And there is no more important job than that.
Our focus on the workforce, workplace and marketplace gives us a qualified individual in an environment in which they can be productive while we maintain our position in the industry. To help drive that change toward a vibrant, modern workplace, we have employee-driven networks with commonalities in ethnicity, gender, sexual orientation and military status.
Who We Are
For more than 35 years, Applied Systems has created innovative technology for the global insurance industry. Today, we are a rapidly growing software leader that is revolutionizing the way agencies and brokerages succeed.
We are smart and curious people in a tech-first environment that champions bold and powerful thinking. We are transforming a complex industry through digitization, automation, and innovative new partnerships. Together we are driving the industry fearlessly forward.
It's an exciting time at Applied. You can do big things here, in an environment that supports creative thinking and bold ideas. Visit http://www.AppliedSystems.com for more information on how you can challenge what's possible.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity and Affirmative Action Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
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