Financial Analyst
Carrollwood, FL
Full Time
Accounting and Finance
Entry Level
Job Summary
The Financial Analyst is responsible for overseeing the Agent commission payment operations, ensuring accuracy, compliance, and strong internal controls. Serves as a point of contact for Agent questions and issue resolution, providing financial reporting and analysis to management. Partners cross-functionally on budgeting, forecasting, audits, and process improvements.
Duties and Responsibilities
Essential Functions
Qualifications
Working Conditions
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and fax machines.
Physical Requirements
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands and fingers to handle or feel; and reach with hands and arms.
Compensation and Benefits
We recognize that talented professionals are attracted to companies that provide a great place to work, combined with a comprehensive and competitive pay and benefits package, along with opportunities for personal growth and job advancement. For this reason we are pleased to provide:
Safepoint Insurance is an equal employment opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with Safepoint depends solely on your qualifications.
The Financial Analyst is responsible for overseeing the Agent commission payment operations, ensuring accuracy, compliance, and strong internal controls. Serves as a point of contact for Agent questions and issue resolution, providing financial reporting and analysis to management. Partners cross-functionally on budgeting, forecasting, audits, and process improvements.
Duties and Responsibilities
- Oversee the processing of monthly Agent commission statements, including the initiation of ACH payment files
- Manage the mailing of checks as needed, in compliance with internal financial controls
- Conduct analysis of commission statement reports for accuracy, identifying and solving discrepancies
- Act as the primary liaison for Agent questions and escalations, using independent judgment to resolve issues
- Develop, analyze, and interpret financial management, cash processing, and ad-hoc reports
- Lead and contribute to various departments with other tasks such as budgeting, forecasting, and regulatory compliance efforts, and other special projects as needed
Essential Functions
- Ability to clearly communicate verbally and in writing
- Ability to use computer and accounting systems to perform daily job duties
- Ability to think critically, generate, and analyze large bodies of data for accuracy and discrepancy
- Ability to process payments via check and electronically
- Ability to perform basic mathematical calculations
- Ability and knowledge to investigate discrepancies to determine appropriate course of action
Qualifications
- Bachelor’s Degree in Finance, Accounting, or related field
- 1-2 years of experience in a Financial department or setting, preferably processing payments
- Customer service experience preferred
- Proactive forward thinker with the ability to prioritize and contribute ideas to the team
- Critical thinking skills
Working Conditions
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copiers, filing cabinets and fax machines.
Physical Requirements
While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands and fingers to handle or feel; and reach with hands and arms.
Compensation and Benefits
We recognize that talented professionals are attracted to companies that provide a great place to work, combined with a comprehensive and competitive pay and benefits package, along with opportunities for personal growth and job advancement. For this reason we are pleased to provide:
- Market Competitive Wages
- Prof. Development and Educational Assistance Programs
- Safe Harbor 401K Plan with Immediate Vesting and an Automatic Company Contribution
- Paid Time-Off (Discretionary, PTO, Parental Leave, and others)
- Company Paid Holidays
- Health Insurance
- Dental Insurance
- Vison Insurance
- Short and Long Term Disability Insurance
- Flexible Spending Accounts with Company Contribution
- Health Savings Accounts with Company Contribution
- Employee Life and AD&D Insurance
- Dependent Life and AD&D Insurance
- Company paid AAA Membership
- Company paid Identity Theft Protection
- Other Ancillary Insurance Benefit Programs
- And more…
Safepoint Insurance is an equal employment opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with Safepoint depends solely on your qualifications.
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