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By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve.

Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies

Certified as a Great Place to Work®

Fortune Best Workplaces in Financial Services & Insurance

Financial Analyst

**PRIMARY PURPOSE:** To assist in financial planning, analysis and reporting activities.

ESSENTIAL FUNCTIONS and RESPONSIBILITIES

+ Analyzes and reports the monthly results to finance management, with commentary on current business performance.

+ Participates in monthly review of results with finance management team, discussing key business drivers of variances to budget, forecast and prior year. Responds to requests for financial information from internal colleagues and external parties (auditors, shareholders, financial institutions, etc.).

+ Assists in the preparation of the annual budget and 5-year strategic plan.

+ Supports the department executives with ad hoc analyses and business initiatives.

+ Assesses, develops, and presents financial reports, forecasts, and analyses of new business opportunities.

+ Participates as a key member of the solutions team and shares in the decision-making process.

+ Responsible for reporting corporate costs by functional area.

+ Collaborates with business unit finance leaders to develop and improve reporting and variance analysis.

ADDITIONAL FUNCTIONS and RESPONSIBILITIES

+ Performs other duties as assigned.

+ Supports the organization's quality program(s).

+ Travels as required.

QUALIFICATIONS

Education & Licensing

Bachelor's degree in Accounting or Finance from an accredited college or university preferred. MBA preferred. MSF, MAcc, CPA, or CISA certification preferred.

Experience

Five (5) years of related experience or equivalent combination of education and experience required.

Skills & Knowledge

+ Strong knowledge of finance and accounting principles and processes, including US GAAP, control techniques, budgeting, and auditing

+ Understanding of financial statements (income statement, balance sheet, and cash flow) and how they interrelate

+ Ability to communicate technical information and influence management

+ Working knowledge of SAP and Business Planning and Consolidation Reporting (BPC) a plus

+ Excellent oral and written communication skills, including presentation skills

+ PC literate, including Microsoft Office products

+ Analytical and interpretive skills including the ability to compile and analyze data from various sources

+ Problem-solving skills

+ Strong organizational skills

+ Excellent interpersonal skills

+ Ability to create and complete comprehensive, accurate and constructive written reports

+ Ability to work in a team environment

+ Ability to meet or exceed Performance Competencies

WORK ENVIRONMENT

When applicable and appropriate, consideration will be given to reasonable accommodations.

**Mental:** Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

**Physical:** Computer keyboarding, travel as required

**Auditory/Visual:** Hearing, vision and talking

**NOTE:** Credit security clearance, confirmed via a background credit check, is required for this position.

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.

Sedgwick is the world’s leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company’s expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com