EPIC Insurance Brokers & Consultants is one of the fastest-growing firms in the insurance industry, headquartered in San Francisco. They are seeking a motivated and analytical Financial Analyst to join their FP&A team, where the role involves supporting financial reporting and revenue operations to influence business decisions.
Responsibilities
- Create financial reports with meaningful, actionable insights for leadership
- Perform variance analysis on revenue and expenses; identify trends and drivers
- Evaluate key financial and operational metrics to support decision making
- Prepare and issue accurate customer invoices based on contracts and purchase orders
- Verify and post cash receipts to the general ledger with proper documentation
- Support internal and external audits related to billing and cash applications
- Partner with Finance, Accounting, and Business units to improve processes and data accuracy
- Build strong working relationships across teams to support financial initiatives
Skills
- Self-driven, organized, detail-oriented, and able to multi-task in a fast-paced environment
- Excellent written and verbal communication skills
- Strong analytical and problem-solving skills
- Ability to translate data into insights for non-finance stakeholders
- Comfort working with large datasets
- Advanced Excel skills required
- BA/BS in Business, Finance, Accounting or Economics or related field
- Understanding of GAAP Principles
- Experience with SQL, PowerBI, or Oracle preferred
- 1 - 2 years of experience in finance and accounting preferred
- Experience with ERP or billings systems preferred
Benefits
- 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, 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
Company Overview
We are a unique and innovative retail risk management and employee benefits insurance brokerage and consulting firm founded in San Francisco, California, in 2007 with offices and leadership across the country. It was founded in 2007, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.edgewoodins.com.Company H1B Sponsorship
EPIC Insurance Brokers & Consultants has a track record of offering H1B sponsorships, with 2 in 2024, 3 in 2023, 1 in 2022, 4 in 2020. Please note that this does not guarantee sponsorship for this specific role.