Financial Analyst

Company: First MainStreet Insurance, L.C.
Location: Cedar Rapids
Posted on: May 10, 2025

Job Description:

Date: January 2025Location: Cedar Rapids, IAClassification: ExemptPOSITION SUMMARY:Are you a detail-oriented finance or accounting professional with a passion for data analysis and reporting? First Mainstreet Insurance is looking for a Financial Analyst to join our Finance team in Cedar Rapids. This role will involve preparing and performing analytical work related to annual budgets, monthly forecasts, financial statements, and the divisional critical indicators. The Financial Analyst will be part of an exceptional, resourceful, and collaborative team here at First Mainstreet.JOB FUNCTIONS:Assist in the analysis, forecasting and reporting of corporate and business unit operating performance to identify trends, risks, and opportunities for improvement.Compare monthly results to plan, prepare and forecast relevant financial information, as well as monitor and analyze financial trends and communicate results to leadership and local owners.Meet with Growth and Operational leadership to identify, discuss, and prioritize financial performance vs. the annual plan.Prepare and facilitate monthly results to leadership and local ownership in each location. Prepare ad-hoc reports as appropriate for the executive team, growth and operations. Support decision makers on the appropriate course of action, and present reports to document recommendations. Work cohesively with operations to manage data integrity and conversion projects. Perform other duties as assignedREQUIREMENTS: Four-year degree in Finance or Accounting preferredExperience in accounting, finance, budgeting, forecasting and/or financial analytics preferredExperience with Microsoft Office, including Word, Excel, Outlook, and basic PowerPoint functions Certification in the accounting field is preferred Licensing as requireDPHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus. Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential job functions. PIe61cc4168fce-25660-37604944

Keywords: First MainStreet Insurance, L.C., Davenport , Financial Analyst, Accounting, Auditing , Cedar Rapids, Iowa