Financial Analyst

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

Company H1B Sponsorship