[Hiring] Financial Analyst @First Connect Insurance

Role Description

First Connect is on a mission to scale and enhance our financial operations. We are looking for an analytical, self-starting Financial Analyst to join our team and help build our Finance function. The ideal candidate is detail-oriented and thrives in a fast-paced environment. This role reports to the Senior Financial Analyst and currently has no direct reports.

What You’ll Do:

• Financial Operations & Data Integrity
  • Perform monthly bank reconciliations to ensure high levels of accuracy in all financial records.
  • Proactively investigate and resolve discrepancies between carrier payments and bank statements.
  • Establish and maintain data validation protocols to ensure "single source of truth" integrity across all reporting platforms.
  • Ensure data accuracy to provide a reliable foundation for critical business decisions.
• Commission Management
  • Manage and process monthly agent commissions accurately and on schedule.
  • Audit and maintain the accuracy of Carrier rates and Agent commission rates within the First Connect Portal to ensure 100% accuracy in automated commission calculations.
  • Serve as the primary point of contact for complex or escalated commission-related inquiries.
• Analysis & Reporting
  • Assist the Accounting team during the monthly financial closing process.
  • Use data-driven analysis to identify business trends, financial insights, and opportunities for growth.
  • Collaborate with Product and Operations to identify and implement process improvements that enhance financial reporting and workflow efficiency.
  • Partner with stakeholders to gather data and provide actionable financial insights to Senior Management.
  • Adhoc Projects and Reports as requested.

Qualifications

• Bachelor’s degree (B.A. or B.S.) in Finance, Accounting, or a related quantitative field.
• 3+ years of progressive experience in Finance or Accounting, with a strong preference for candidates from SaaS, FinTech, or high-growth startup environments.
• Advanced proficiency in Microsoft Excel and experience navigating CRM systems and financial ERP tools.
• Proven ability to thrive in a fast-paced, evolving work environment while maintaining composure and meeting tight deadlines.
• Exceptional organizational skills with a "militant" attention to detail and data accuracy.
• A self-starter who thrives with minimal supervision; must possess the "learning agility" to grasp new tools and complex processes quickly while independently navigating ambiguity.

Benefits

• Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
• 401(k) retirement plan, short and long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP).
• Equity - This position is eligible for equity compensation.
• Training and internal career growth opportunities.
• Flexible Time Off - You know when and how you should recharge.