Financial Analyst

Position Summary

The Financial Analyst supports financial planning and analysis (FP&A) activities for the Employee Benefits business, including forecasting, budgeting, and monthly financial reporting. This role also provides business performance analytics, with a focus on tracking carrier book-of-business metrics and delivering insights to support strategic decision-making.

Key Responsibilities

Financial Planning & Analysis

· Support and participate in the monthly forecasting process, including revenue, expense, and performance projections

· Assist in the development and maintenance of annual budgets

· Perform variance analysis (actual vs. plan vs. prior year) and identify key drivers

· Prepare financial reporting for leadership review

Business Performance Analytics

· Track and maintain carrier book-of-business metrics including premium, revenue, wins/losses, and retention

· Develop reporting for carrier performance and pipeline analysis

· Identify trends supporting growth, profitability, and strategic insights

Reporting & Data Management

· Maintain recurring financial and operational reporting

· Aggregate data across systems to support analysis

· Support KPI, dashboard, and reporting development

Projects & Business Support

· Support cross-functional initiatives tied to financial and operational performance

· Assist with ad hoc analysis for strategic decision-making

Standard Responsibilities

· Exhibit ethical behavior in the performance of job responsibilities. Maintain professionalism, diplomacy, sensitivity, and tact to portray Unison Risk Advisors in a professional manner.

· All other duties as assigned.

Qualifications

Required

· Bachelor’s degree in Finance, Accounting, Business or related field

· 1–3 years of experience in financial analysis or FP&A

· Advanced Excel skills required (financial modeling, pivot tables, and complex formulas), with strong analytical ability

· Experience with Power BI or similar business intelligence and reporting tools is a plus

Key Competencies

· Analytical and detail-oriented with strong critical thinking skills

· Able to connect financial results to business drivers

· Strong communication and organizational skills

· Self-starter able to manage multiple priorities