FINANCIAL ANALYST

Company: Universal Insurance
Location: Sarasota
Posted on: May 25, 2023

Job Description:

General Description:


This individual will support the Accounting Team and be responsible for the timely and accurate general ledger accounting duties of the UNA companies.


Essential Duties and Responsibilities:


Prepare and ensure timely submission of monthly financial statements on a statutory and GAAP basis.


Prepare and ensure timely submission of quarterly and annual statutory financial statements.


Prepare budget versus actual analysis on a monthly basis.


Provide cost saving and cost containment reviews.


Prepare reports required by regulatory agencies.


Work with internal auditor as required and directed by Controller/AVP Finance to assist in external audit and to complete internal audit reviews.


Ensure that data is correct, consistent, and robust. Perform proper data validation and reconciliation exercises.


Assist in data manipulation, analysis, and automation, including but not limited to data cleansing and automated reporting.


Practice appropriate spreadsheet and data stewardship: Organize and document data, data sources, and calculations in such a way that it can be easily reviewed by a peer or external party.


Assure compliance with all Managing General Agency contracts.


Participate in a wide variety of special projects and compile a variety of special reports in an accurate and timely manner.


Communicate with co-workers, management, clients, agents, and others in a courteous and professional manner.


Perform other duties as required.


Supplemental Information:


This job description has been prepared to indicate the general nature and level of the work that the employees perform within their classification. This description is not and cannot be interpreted as an inventory of all the duties, tasks, responsibilities and qualifications required for the employees assigned to this job.


Education and / or Experience:


Bachelor's degree in accounting.


0 - 2 years of hands-on accounting experience.


Strong conceptual understanding required and practical knowledge desired of GAAP and regulatory accounting principles.


Strong analytical skills and problem-solving skills.


Quantitative and analytical skills.


Ability to take ownership of assigned areas and projects, as well as the ability to work well under pressure.


Proficient in Excel, possessing the ability to use pivot tables, calculations, x-lookups, filters, and automation efficiently to process large quantities of data relevant to business.


Proficient in Access.


Attention to detail and strong organization skills are essential in this position.


Positive attitude and strong work ethic.


Excellent communication skills.


Licenses and / or Certifications:


None.


Equal Opportunity Employer

Keywords: Universal Insurance, Sarasota , FINANCIAL ANALYST, Accounting, Auditing , Sarasota, Florida