Financial Operations Analyst

FINANCIAL OPERATIONS ANALYST II JOB DESCRIPTION LEVEL CLASSIFICATION   This is a senior-level individual contributor role for experienced professionals who   demonstrate   advanced analytical capabilities, independent judgment, and the ability to manage complex financial operations across broader organizational scope. The Financial Operations Analyst II   operates   with a high degree of autonomy, serves as a subject matter resource for the team, and provides light mentoring to Analyst I staff.   GENERAL DESCRIPTION   Responsible for providing advanced operational accounting, business analytics, and process oversight in the operations department. Must be able to accurately compute, report, and verify numerical data in a professional and knowledgeable manner, ensuring adherence to company policies and general accounting principles. Exercises independent judgment to resolve complex issues,   identify   process improvements, and support   management   decision-making through insightful analysis and recommendations.   ESSENTIAL DUTIES AND RESPONSIBILITIES   Perform and report comprehensive budget-to-actual variance analysis across multiple branches and/or an entire region,   identifying   trends, root causes, and actionable recommendations for management.   Lead producer payable audit processes end-to-end, resolve complex or non-routine errors, and prepare and distribute monthly reports to specified payees; recommend procedural improvements to reduce recurring discrepancies.   Design, prepare, and analyze periodic and ad-hoc business management reports; develop new reporting frameworks and refine existing templates to enhance management visibility and decision-making.   Assume responsibility for   independently   researching, tracking, and resolving complex accounting or documentation problems and discrepancies, including cross-functional issues requiring coordination across departments.   Lead and perform business management systems audits; evaluate audit findings and recommend process or control improvements.   Oversee the premium finance agreement submission process, proactively   identifying   systemic   issues   and implementing solutions to ensure   timely   and   accurate   funding.   Establish and   maintain   effective communication and coordination with company personnel and management, including presenting analytical findings and recommendations to leadership.   Maintain regular contact with other departments to obtain and convey information and/or to correct complex transactions; serve as a point of escalation for cross-departmental discrepancies.   Assist Accounting Department personnel as needed, providing guidance on complex accounting matters.   Keep management informed of area activities, significant problems, and recommended solutions.   Provide light mentoring and guidance to Financial Operations Analyst I staff, including reviewing their work for accuracy, answering procedural questions, and supporting their professional development.   Other related duties as   required   or assigned.   The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically   required , and the scope of responsibility.   It should not be considered an   all-inclusive listing of work requirements .   Individuals may perform other   duties as   assigned, including work in other functional areas to cover absences, equalize peak work periods, or otherwise balance the workload.   WORK EXPERIENCE REQUIREMENTS   3–5+ years of progressive experience in accounting, financial analysis, or related roles, with   demonstrated   growth in scope and responsibility.   Detail oriented with above-average analytical skills and the ability to synthesize data into actionable insights.   Proven ability to solve complex, non-routine problems and exercise sound judgment with minimal supervision.   Advanced competency in Microsoft applications, particularly Excel (e.g., pivot tables, VLOOKUP/INDEX-MATCH, complex formulas, data visualization);   proficiency   in Word and Outlook.   Ability to perform mathematical calculations accurately, including percentages, fractions, decimals, and complex financial   formulae .   Strong communication   skills with the ability to present findings and recommendations to management and cross-functional stakeholders.   Solid understanding of agency operations, agency management, and business administration practices.   Strong working knowledge of agency workflow procedures and software, underwriting, sales, and service processes.   Excellent organizational skills with the proven ability to independently manage multiple priorities, meet strict deadlines, and deliver high-quality results under pressure.   Positive attitude and strong work ethic; team   player   who can also serve as a resource and mentor to junior staff.   EDUCATION REQUIREMENTS   Bachelor’s degree in accounting, finance, or   a related   field   required ; 3–5+ years of progressive experience in accounting or financial analysis roles.   LICENSING OR CERTIFICATION REQUIREMENTS   None   required . Professional certifications such as   MBA,   CPA, CMA, or progress toward completion are preferred and viewed favorably.   PHYSICAL DEMANDS   The physical and environmental demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.   Frequent use of computer   keyboard   and   telephone .   Sitting for   long periods   of time.   Ability to   lift up   to 30 pounds.   Able to speak, see, and hear other people and/or objects.   QUALIFICATIONS   To perform this job successfully, the incumbent must be able to