Financial Analyst, Insurance

LOCATION: Summit, NJ or Paramus, NJ,Remote for now but terms may change and will also have occasional meetings in these offices. 

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!

JOB OVERVIEW:  Reporting to the Senior Finance Manager, the Financial Analyst executes recurring FP&A and management reporting activities, including monthly close reporting, financial consolidations, variance and trend analyses, and budget and forecast support. The role builds and maintains financial models and reporting outputs, validates data accuracy across source systems, and coordinates with Accounting and business stakeholders to support financial reporting and planning requirements.

What you'll do: 
•    Consolidate financial results across business segments during monthly, quarterly, and annual close cycles.
•    Prepare standard management reporting packages, including recurring financial statements and pro forma analyses.
•    Perform variance and trend analyses versus budget, forecast, and prior periods; document drivers and data exceptions.
•    Develop, maintain, and update recurring financial and operational metrics used in reporting and forecast analysis.
•    Support annual budgeting and periodic forecasting processes by updating financial models, assumptions, and supporting schedules.
•    Analyze revenue and expense activity and prepare supporting schedules for management reporting.
•    Coordinate with Accounting to support billing accuracy, cash application, and general ledger reconciliation activities.
•    Prepare financial schedules and supporting documentation for audit, tax, and due diligence requests.
•    Identify data inconsistencies in reporting outputs and coordinate corrections with Finance and Accounting.
•    Perform ad hoc financial analyses to support reporting, forecasting, and variance investigation requests.
•    Execute additional assigned finance and reporting tasks as required.

What you'll bring: 
•    Working knowledge of GAAP and core financial statements (P&L, balance sheet).
•    Advanced Excel skills, including large dataset analysis and financial model maintenance.
•    Ability to analyze financial data, identify variances, and document findings.
•    Experience using financial planning, reporting, or ERP systems; Oracle EPBCS preferred.
•    Experience with SQL, Power BI, or similar reporting and analysis tools preferred.
•    Ability to manage multiple recurring deliverables and ad hoc requests within established deadlines.

Experience and Education
•    Minimum of 3 years of experience in finance, accounting, FP&A, or a related analytical role 
•    Bachelors Degree in Finance, Economics etc required, CPA and/or MBA preferred.
•    Insurance industry experience preferred    
•    Experience supporting multi-entity or diverse industry environments preferred

COMPENSATION: 

The national average salary for this role is $90 000.00 - $110 000.00 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, 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. 

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

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