Financial Analyst

EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. They are seeking a motivated and analytical Financial Analyst to join their FP&A team, where the role involves supporting financial reporting and revenue operations to influence business decisions.ResponsibilitiesCreate financial reports with meaningful, actionable insights for leadershipPerform variance analysis on revenue and expenses; identify trends and driversEvaluate key financial and operational metrics to support decision makingPrepare and issue accurate customer invoices based on contracts and purchase ordersVerify and post cash receipts to the general ledger with proper documentationSupport internal and external audits related to billing and cash applicationsPartner with Finance, Accounting, and Business units to improve processes and data accuracyBuild strong working relationships across teams to support financial initiativesSkillsSelf-driven, organized, detail-oriented, and able to multi-task in a fast-paced environmentExcellent written and verbal communication skillsStrong analytical and problem-solving skillsAbility to translate data into insights for non-finance stakeholdersComfort working with large datasetsAdvanced Excel skills requiredBA/BS in Business, Finance, Accounting or Economics or related fieldUnderstanding of GAAP PrinciplesExperience with SQL, PowerBI, or Oracle preferred1 - 2 years of experience in finance and accounting preferredExperience with ERP or billings systems preferredBenefitsGenerous Paid Time offManaged PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close daysGenerous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leaveGenerous employee referral bonus program of $1,500 per hired referralEmployee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)Employee Resource Groups: Women’s Coalition, EPIC Veterans GroupProfessional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership DevelopmentUnique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife SupportAdditional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programsCompany OverviewWe are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.edgewoodins.com.Company H1B SponsorshipEPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships, with 2 in 2024, 3 in 2023, 1 in 2022, 4 in 2020. Please note that this does not guarantee sponsorship for this specific role.



Apply To This Job