Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.
We understand that pursuing a new job is a big deal. Maybe you’re afraid you won’t fit in. Well, here’s the good news. For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.
Must be eligible to work in the United States without the need for work visa or residency sponsorship.
Our Newest Opportunity:
The Financial Analyst will play a vital role in supporting the FP&A and Regional Finance activities for his / her assigned region(s). Key responsibilities will include budgeting / forecasting, internal financial reporting and assistance with month end financial close. The position will report to a Director of Finance within the FP&A team.
Essential Duties and Responsibilities:
· Performs monthly P&L reforecast, including budget to actual variance analysis and identification of P&L
trends
· Assists Director with annual P&L planning process for given region(s)
· Reports financial results and key performance indicators on a monthly, quarterly and annual basis
· Leads accounts receivable estimation as part of monthly close process
· Leads bonus expense accrual development and tracking for given region(s)
· Prepares earn out calculations and estimates
· Aids the Director in financial reviews with Regional Leadership (Regional Managing Principal & Market
Leaders), Finance Leadership (CFO, SVP & VP) and Executive Team (CEO, COO, etc.) on a regular basis
· Coordinates with Director to implement financial and operational improvements
· Acts as liaison to corporate finance departments (Accounting, Commissions, Treasury) on behalf of region
· Coordinates with other Regional Finance team members on analysis of Company-wide trends
· Performs ad-hoc financial modeling and analysis
· Works with Company systems and applications such as CRM, General Ledger, and reporting tools to complete
responsibilities
Qualifications, Skills and Requirements:
· Strong mathematical, analytical, organizational and interpersonal skills;
· Strong verbal and written communication skills;
· Ability to maintain confidentiality;
· Ability to thrive in a fast-paced environment;
· Self-motivated to learn new concepts and participate in new projects
Education, Training and Experience:
· Bachelor’s degree in Accounting, Finance, or related area;
· 1-2 years’ experience in a similar financial position, preferred but not required
· Proficient in Microsoft Excel
· Experience with insurance brokerage operations, preferred but not required
· Understanding of generally accepted accounting principles (GAAP)
· Must be detail oriented, accurate and have the ability to prioritize and complete tasks within a given time
frame
Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.
To learn more, visit: www.onedigital.com/careers
OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.
OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.
Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:
City and County of San Francisco
Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.
In short, we believe in hiring the most qualified applicant for the position, regardless of background.
If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.
OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.
Thank you for your interest in joining the OneDigital team!