Financial Analyst
EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. They are seeking a motivated and analytical Financial Analyst to join their FP&A team, where the role involves supporting financial reporting and revenue operations to influence business decisions.
Responsibilities
- Create financial reports with meaningful, actionable insights for leadership
- Perform variance analysis on revenue and expenses; identify trends and drivers
- Evaluate key financial and operational metrics to support decision making
- Prepare and issue accurate customer invoices based on contracts and purchase orders
- Verify and post cash receipts to the general ledger with proper documentation
- Support internal and external audits related to billing and cash applications
- Partner with Finance, Accounting, and Business units to improve processes and data accuracy
- Build strong working relationships across teams to support financial initiatives
Skills
- Self-driven, organized, detail-oriented, and able to multi-task in a fast-paced environment
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- Ability to translate data into insights for non-finance stakeholders
- Comfort working with large datasets
- Advanced Excel skills required
- BA/BS in Business, Finance, Accounting or Economics or related field
- Understanding of GAAP Principles
- Experience with SQL, PowerBI, or Oracle preferred
- 1 - 2 years of experience in finance and accounting preferred
- Experience with ERP or billings systems preferred
Benefits
- Generous Paid Time off
- Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
- Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
- Generous employee referral bonus program of $1,500 per hired referral
- Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
- Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
- Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
- Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
- Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
Company Overview
Company H1B Sponsorship