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Sr. Financial Analyst

QuestPro Consultants Dallas Full-Time
$85,000.00 - $120,000.00 / year
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Expanding insurance entity is looking for a high level financial analyst for their Dallas office.  This person will be responsible for in-depth analysis, forecasting, budget modeling and ad-hoc reporting to determine and report operational performance.  This individual will also assist in corporate financial planning, monthly reporting and analysis, and driving accountability through developing and deploying metrics to measure success and identify risk and opportunities within the operating group.

Main Responsibilities
  • Works as a key finance partner to ensure monthly results, consolidation, annual financial plan, periodic forecasts, and reporting activities are completed with accuracy and data integrity
  • Assists with group forecast and budget processes.
  • Obtains adequate knowledge of operational processes and metrics in order to provide the C-suite with valuable insights from the data gathered.
  • Partners with the operations team members and the controllership team to assure proper linkage and priorities to support financial reporting
  • Collaborates on ad-hoc projects as the leadership requires financial analytic support
  • Assists with monthly performance review activities and interacts with operational groups to ensure comprehensive understanding of company performance and implications for future reporting
  • Develops various monthly reports to enhance understanding of business performance
  • Assists with the preparation of financial results and analytics for leadership
  • Works to ensure financial presentations include a clear interpretation of the data, valuable insights into the business operations, and action plans to mitigate/moderate issues as needed. Strong financial modeling capability is a plus in this role
  • Develops a deep understanding of company financial systems and processes, and gains insights into how key operating levers impact financial performance
  • Assists improvement efforts including development of systems, tools, and processes that align with the Division’s long-term financial strategy
  • Involved in ad-hoc financial analysis and reporting for businesses reporting
Knowledge, Skills and Abilities Required:
  • Strong interpersonal, oral, and written communication skills.
  • Strong attention to detail with the ability to multitask.
  • Comfortable with complexity
  • Ability to meet tight deadlines in a dynamic fast-paced environment
  • Demonstrates strong analytical and problem-solving skills
  • Able to logically structure complex issues and develop creative solutions for business challenges
  • Able to take initiative and to manage stress while operating within a team environment
  • Track record of achieving measurable business objectives
  • Demonstrates ethical and moral behavior
  • Possesses unquestionable integrity and character
  • Desires to understand and to communicate analysis to business stakeholders
  • Exceptional oral and written communication skills, always pleasant telephone manner. Bilingual Spanish is a plus.
  • Ability to work well in a team environment.
  • Ability to focus and adjust to changing priorities.
Education and/or Experience:
  • Bachelor’s degree in Finance, Accounting, MIS, or related field
  • Minimum 5 years of relevant Finance or Accounting experience
  • Experience with forecasting, budgeting, and report creation
  • Insurance experience a plus
  • Strong Excel and PowerPoint skills, knowledge of SQL and Cognos preferred
  • Experience working with large quantities of data and a demonstrated aptitude for analyzing data
  • Knowledge and experience with budgeting, forecasting, reporting, and data visualization applications (e.g., Tableau, Power BI, DOMO) is ideal
  • Ability to leverage applications to develop budgets, forecasts and financial reporting is a plus

Recommended skills

Financial Analysis
Financial Statements
Consolidation (Financial)


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Sr. Financial Analyst
$85,000.00 - $120,000.00 / year
Estimated Salary: $96K
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QuestPro Consultants is the premier full-service recruiting firm focusing exclusively in the Insurance Industry. QuestPro has four different areas of concentration, including Retainer, Direct Hire, Contract, and Consulting practices. QuestPro’s foundation is built upon our employee’s industry knowledge and recruiting expertise, exemplary customer service, and our state of the art technology. Areas of focus for QuestPro’s continued growth and success include: Volume of Business, Types of Services, Employee Growth and Company Environment.

The environment at QuestPro is technically advanced with computer systems and all of the latest recruiting tools at our fingertips.

QuestPro recruiters are committed to becoming experts in their careers. They accomplish this through continuing education in recruitment, insurance, sales and customer service. Our recruiting experts will technically understand the insurance industry.

QuestPro will not sacrifice customer service or profitability to gain market share. We will only work with those companies who wish to create a strategic alliance with QuestPro and value the services provided by our firm.

QuestPro has and will continue to make its mark as one of the strongest insurance recruiting firms in the country. Through excellent customer service, entrepreneurial thinking and strong team work, our staff has catapulted QuestPro to the top of everyone’s list as the “Go-To” firm in the insurance industry for all staffing needs.

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