Senior Financial Analyst

Senior Financial Analyst

Ash Brokerage

Fort Wayne, IN

About Ash Brokerage

For more than 50 years, Ash Brokerage has been dedicated to impacting lives. We were founded on the power of relationships, and that still drives our culture today. Our team of over 300 is the same service-centered culture as we were in 1971. Ash Brokerage works with financial professionals to help find, understand, and process insurance and retirement solutions to protect clients in every stage of life. As part of the Integrity family, we help people protect their life, health, and wealth for the good days ahead and make the most of what life brings.

On the Finance team, we enjoy connecting with all Ash departments to support this industry-leading organization. The Senior Financial Analyst will be the go-to for all things supporting FP&A and serve as a financial partner to others across the organization.

Primary Responsibilities

As the Senior Financial Analyst, you’ll work to partner with various teams and leaders to support the evolving needs of our growing business. To be successful, you will:

• Prepare incentive compensation calculations for the organization. Communicate results to applicable leaders and payroll for processing. Partner with leaders on plan creation, modeling, analysis, and documentation as needed.  Track plan participants and updates as needed.
• Complete review and analysis of margin, revenue, and production data.  Prepare monthly reporting to share with leadership.  Support the Director, FP&A with monthly financial result meetings.
• Complete monthly/quarterly/annual financial analysis.
• Regularly perform profitability and margin analysis to aid in decision making.
• Lead the annual budget process and compile the company’s financial plan.
• Work with business leaders on annual sales/revenue forecasts.  Prepare regular forecasts for communication with leadership.
• Assist with ad hoc financial modeling, analysis, and strategic planning initiatives.
• Leverage available technology (Excel, Power BI, etc.) to lead the creation of financial reports and dashboards.  Serve as the liaison with the IT and others to maintain current and develop new reporting.
• Be comfortable leading upwards and making recommendations to decision makers.

Education and experience

• Bachelor of Science in Accounting and 4+ years of experience are required
• Advanced Microsoft Excel experience is required
• Microsoft Power BI experience is preferred

Talents and Abilities

• Process-driven
• Self-starter
• Naturally curious and inquisitive, inclined to dig deeper
• Enjoy working in a fast-paced environment and is adaptable
• Able to work in Excel with large amounts of data and subsequently summarize relative information for leaders and peers

Availability

• In-office

Benefits Available

• Medical/Dental/Vision Insurance
• 401(k) Retirement Plan
• Paid Holidays
• PTO
• Community Service PTO
• FSA/HSA
• Life Insurance
• Short-Term and Long-Term Disability

About Integrity

Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind. 

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.