Senior Financial Analyst

Join Our Team as Senior Financial Analyst at Amwins Self-Funded, LLC (Group Benefits Division) in Dallas, TX!

The Senior Financial Analyst will play a key role partnering closely with senior leadership to drive financial planning, data analytics, and strategic decision-making.

Why Choose Amwins?

At Amwins, we value our team members and offer a range of benefits to enhance your work experience:

• Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
• Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
• Continual Learning: Thrive in a collaborative, education-focused work environment.
• Annual Bonus Program: Earn incentives through our performance-based bonus program, designed to reward you for achieving key goals and contributing to the company's success.

Learn more at www.amwins.com/benefits.

 

Responsibilities:

• FP&A Leadership: Lead budgeting, forecasting, financial modeling, and reporting to support strategic initiatives.
• Data & Analytics: Analyze financial and operational data, delivering insights to the Executive Team and division leadership to inform decision-making.
• Reporting: Develop and enhance monthly financial and operational reporting packages.
• Presentation Development: Lead the creation of presentations for executive audiences, translating complex data into clear visual insights.
• Cross-Functional Collaboration: Work across teams to collect, analyze, and synthesize financial and operational data, ensuring accuracy and actionable insights.
• Operational Metrics: Help define and track key performance indicators and support the development of sales and production reporting.
• Compensation Modeling: Support incentive planning and compensation modeling.
• Strategic Initiatives: Participate in long-term data integration efforts and continuous improvement of reporting and analytics capabilities.

Special Projects:

• Analysis: Analyze business trends and provide insights to executive leadership.
• Research: Conduct research on strategic initiatives and growth opportunities.
• Corporate Strategy: Support development of corporate strategy in collaboration with leadership.

Qualifications include:

• Education: Bachelor’s degree required (Finance, Accounting, Business, or Economics preferred); advanced degree a plus.
• Experience: 3–6+ years of experience in financial analysis, accounting, consulting, or banking.
• Technical Skills: Advanced proficiency in Excel, PowerPoint, and Outlook required; Power BI experience preferred.
• Analytical Skills: Strong financial modeling, data analysis, and problem-solving capabilities.
• Communication: Excellent written and verbal communication skills with the ability to present to senior leaders.
• Execution: Ability to manage multiple priorities, meet deadlines, and thrive in a fast-paced environment.
• Attention to Detail: Extremely high level of organization, accuracy, and attention to detail required.
• Interpersonal Skills: Team-oriented with strong collaboration skills and the ability to work across diverse teams.
• Initiative: Intellectual curiosity with the ability to think independently and take action.

 

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.