Financial Analyst

Financial Analyst Job Description

Access Capital Group

Omaha, NE

About Access Capital Group

ACCESS Capital Group, an Integrity Marketing Group company, is a financial services company that provides funding to insurance agents and agencies by purchasing future commission streams for immediate cash. Unlike traditional lenders, we understand and appreciate the value of future commission streams. We have developed a streamlined process that allows agents to acquire the capital they need by leveraging future commissions.

Primary Responsibilities

We are looking for someone to analyze financial data by:

• Collecting and monitoring financial data to support valuation models
• Prepares payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts.
• Capable of performing detailed financial analysis including advanced financial modeling, profitability analysis, return on investment/discounted cash flow analysis, monitoring business issues and impact to bottom line.
• Identify trends while assisting with annual and quarterly forecasting. Also research industry trends, competitors, etc. as necessary.
• Data mining and data entry used to support all financial reporting needs.
• Assist and prepare quarterly financial reports and business plans
• Maintain a variety of business records and documents
  
  

This person will analyze and interpret data in order to:

• Provide trends and forecasting
• Make comparative analyses of actual financial performance to expectations.
• Recommend actions to management in regards to business valuations, auditing, and improvements to financial performance.
• Assemble spreadsheets and presentations regarding financial performance metrics and business planning projections.
  
  

Primary Skills & Requirements

• 2+ year experience; insurance experience a plus
• Experience and Knowledge in several functions within Finance (Budgeting, Performance Reporting and Financial Analysis)
• Excellent written and verbal communication skills with strong project management skills and an entrepreneurial, self motivated attitude.
• Highly organized, detail-oriented, a strong work ethic, and demonstrated teamwork skills.
• Ability to function independently and effectively in a self-directed environment.
• Courses in business, economics, accounting and a foundation knowledge in math
• Advanced working knowledge of Microsoft Office tools and Adobe
  
  

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.