Sr. Financial Analyst, ICS

Holmes Murphy is one of the nation’s largest privately held insurance brokerages. It is our mission to promote health, protect wealth, and deliver peace of mind to our clients. We pride ourselves on being a place where employees love what they do, and who they do it with! In fact, we live by our purpose statement of “Caring for your unique potential is our SOUL purpose!”

Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really is no place like Holmes! We truly believe every employee within our company contributes their own unique talents for the greater good, and we thrive on knowing our environment supports and cares for everyone’s individual strengths.

We are looking to add a Sr. Financial Analyst to join our Innovative Captive Strategies team in Waukee, IA. Candidates thrive in our environment when they harness their collaborative mindset, strong interpersonal communication skills, and a love of learning.

Responsibilities:

• Compile, review, benchmark, and assemble fiscal year-end and interim financial information and reports.


• Present financial information and facilitate discussions to Committees and Boards.


• Liaison and foster relationships with hundreds of clients and professional partners.


• Prepare/review monthly/quarterly/semi-annual financial reports.


• Monitor and evaluate cash and investment balances.


• Prepare financial statements including the preparation of journal entries and monitoring of investments.


• Coordinate completion of actuarial reviews, tax returns, and financial statement audits.


• Monitor and review compliance of bank covenants and insurance carrier collateral requirements.


• Prepare budgets, distribution recommendations, and other financial projections.


• Track, notify, and implement new accounting, tax, and regulatory reporting requirements.


• Perform special projects as identified by the Assistant Vice President of Finance.

Knowledge, Skills and Abilities:

• Ability to work with detail, follow directions and maintain a high level of accuracy.


• Ability to learn and utilize advance technology associated with job functions.


• Capable of exercising discretion in confidential matters and use independent judgment.


• Ability to type and use a personal computer utilizing various software packages including, but not limited to, EXCEL, WORD, and other Accounting Systems.


• Ability to communicate well with persons at all levels of authority both verbally and in writing.


• Ability to perform multiple duties simultaneously during peak periods.


• Ability to perform detailed analysis of financial documents, plan and implement financial/accounting procedures, and communicate procedures in a clear accurate manner.


• Ability to be available for work on a daily basis for a minimum of 8.5 hours per day and for overtime as necessary to perform duties.


• Ability to utilize standard accounting principles.


• Ability to utilize calculator to perform various mathematical functions.


• Must be knowledgeable of and comply with HMA’s Client Privacy Policy, HIPAA regulations and E&O procedures and policies.

Qualifications:

• Education: Accounting degree and CPA or CFA designation preferred.


• Experience: Minimum two years accounting experience, preferably in the insurance industry. Offshore banking experience a plus. Exposure to investment.

Benefits:  In addition to core benefits like health, dental and vision, also enjoy benefits such as:

• Paid Parental Leave and supportive New Parent Benefits — We know being a working parent is hard, and we want to support our employees in this journey!


• Company paid continuing Education & Tuition Reimbursement — We support those who want to develop and grow.


• 401k Profit Sharing — Each year, Holmes Murphy makes a lump sum contribution to every full-time employee’s 401k. This means, even if you’re not in a position to set money aside for the future at any point in time, Holmes Murphy will do it on your behalf! We are forward-thinking and want to be sure your future is cared for.


• Generous time off practices in addition to paid holidays — Yes, we actually encourage employees to use their time off, and they do. After all, you can’t be at your best for our clients if you’re not at your best for yourself first.


• Supportive of community efforts with paid Volunteer time off and employee matching gifts to charities that are important to you — Through our Holmes Murphy Foundation, we offer several vehicles where you can make an impact and care for those around you.


• DE&I programs — Holmes Murphy is committed to celebrating every employee’s unique diversity, equity, and inclusion (DE&I) experience with us. Not only do we offer all employees a paid Diversity Day time off option, but we also have a Chief Diversity Officer on hand, as well as a DE&I project team, committee, and interest group. You will have the opportunity to take part in those if you wish!


• Consistent merit increase and promotion opportunities — Annually, employees are reviewed for merit increases and promotion opportunities because we believe growth is important — not only with your financial wellbeing, but also your career wellbeing.


• Discretionary bonus opportunity — Yes, there is an annual opportunity to make more money. Who doesn’t love that?!

Holmes Murphy & Associates is an Equal Opportunity Employer.

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