Senior Financial Analyst

 LOCATION: New York City, Hybrid (Midtown)

Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

RESPONSIBILITIES:

• Assist in the preparation of the annual budget and quarterly forecasts
• Identify, investigate, and explain revenue and expense variances to budget, forecast, and prior years
• Develop detailed, insightful, and actionable processes and tools to help management gain perspective and support decision-making
• Analyze revenue data from agency management systems and sales pipeline data from Salesforce to build monthly revenue analyses
• Monitor agency management systems to ensure data integrity for key financial information
• Analyze compensation related data (headcount, producer compensation, and bonus) and assist in annual merit/bonus process
• Assist accounting team with monthly close procedures to ensure proper accounting of revenue and producer compensation line items
• Provide ad hoc support for FP&A projects

KEY COMPENTENCIES:

• Strong analytical, problem-solving, and time management skills
• Detail-oriented, entrepreneurial attitude, and able to multi-task in a fast-paced environment
• Strong communication skills (both written and verbal); ability to communicate clearly and build trust with senior management and cross-functional partners
• Ability to work independently and as part of a team; a highly motivated self-starter

EDUCATION:

• 5+ years of experience in finance, FP&A, financial forecasting, or modeling
• Bachelor’s degree in business, finance, accounting, or related field, or equivalent related work or military experience
• Advanced degrees or certifications in finance or accounting are a plus

SKILLS:

• Advanced Excel skills are essential. Must have strong knowledge of pivot tables, XLOOKUP, VLOOKUP, SUMIF, and other formulas.
• Experience with financial reporting, forecasting, and budgeting required
• Understanding of GAAP and revenue recognition
• Insurance industry experience is preferred but not required
• Knowledge of Oracle products (Fusion, EPBCS), SQL, PowerQuery, and PowerBi are a plus

COMPENSATION: The national average salary for this role is $100 000.00 - $115 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. 

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
• Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/. 

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf. 

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