Financial Analyst

Job Description
Amazing Career Moments Happen Here
Transforming the insurance industry is ambitious, we know. That's why at Applied, we're building a team that shows up every day ready to learn, willing to try new things, and driven to deliver innovative software and services that make us indispensable to our customers - all within a culture built on values that make us indispensable to each other too. With 40+ years of experience in the Insurtech game, we're not just redefining what's achievable; we're creating a place where amazing career moments are made possible.
Position Overview
We're searching for a Financial Analyst to join our FP&A team in a hybrid working environment out of our Chicago, IL office. To keep us headed in the right direction, we're looking for people who understand winning is a team sport, who value and seek to learn from our team's diverse experiences and backgrounds, who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers, and who can, at any given time, step back to laugh and have some fun.
What You'll Do

• Own and lead the end-to-end budgeting and forecasting process, serving as the primary administrator of the Vena Financial System - including P&L governance and cycle management across business units
• Drive the monthly/quarterly close process, producing executive-ready operating materials including variance analyses, bridge explanations, and management commentary that tie actuals to plan/forecast
• Serve as a strategic finance business partner to internal stakeholders - proactively monitoring company performance, identifying risks and opportunities, and delivering financial insights that influence decision-making
• Spearhead automation and process improvement initiatives across daily and monthly reporting workflows, reducing cycle time and increasing forecast accuracy
• Manage and synthesize large datasets, building scalable models and analyses that surface meaningful trends and directly inform business strategy
• Champion AI adoption within the finance function - leverage AI tools, run pilots, and build internal best practices for responsible and effective use of AI in FP&A workflows

We're Excited to Learn More About You
Your experience may include:

• Excel expertise, with the ability to build and manage complex models
• Excellent financial management and analytical skills, with a deep and demonstrated understanding of financial modeling and analysis tools
• Experience with Alteryx, Tableau, Vena software
• Ability to communicate effectively across multiple levels of an organization
• Exceptional problem solving and analytical skills, in particular, an understanding of key financial and operational needle movers
• Willingness to accept new challenges, and a high level of curiosity and creativity as it relates to new projects and problem-solving
• High energy and initiative
• Excellent with numbers, math & logic
• Bachelor's degree or equivalent work experience in finance, business, or related field

You may have other skills or credentials, including:

• Insurance or SaaS experience
• Passionate about business: you like to understand what drives a business, and try to identify opportunities to go after and risks to mitigate

We know that talent comes from all backgrounds and experience levels. We encourage military members and their spouses as well as candidates without a degree or a background in tech to apply!
When You Join Team Applied, You Can Expect:
A culture that values who you are and recognizes that you aren't just an employee; you are a teammate, and you matter. We thrive on the benefits of our different experiences and celebrate the uniqueness our teammates bring to work with them every day.
We flex our time together, collaborating remotely and in-person to empower our teams to work in the ways that work best for them.
A comprehensive benefits and compensation package that centers our teammates and helps them to bring their best to work every day:

• Medical, Dental, and Vision Coverage

• Holiday and Vacation Time

• Health & Wellness Days

• A Bonus Day for Your Birthday

Learn more about the people behind our products at https://www1.appliedsystems.com/en-us/about-us/jobs/
Our targeted starting base salary in the United States for this position ranges from $75,000 - $ 93,000 USD. To determine a new team member's starting pay, we consider a variety of factors, including someone's depth, breadth, and variety of experience, skills, and responsibilities.
Your Security Matters:
Our candidates' personal information and online safety are top of mind for us. At Applied, we proactively protect your personal information and only communicate with candidates via a secure @appliedsystems.com email or through our official careers portal. Recruiters will never request payments, ask for financial account information or sensitive information like social security numbers.
AI Utilization
We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However, candidate screening, interviews, and final decisions are conducted by real humans.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied, we don't discriminate, and we are committed to recruit, develop, retain, and promote regardless of race, religion, color, national origin, sexual orientation, gender identity, disability, age, veteran status, and other protected status as required by applicable law.
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