Financial Analyst at EPIC… · San Ramon

Summary: 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 Required Qualifications: - 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 Preferred Qualifications: - Experience with SQL, PowerBI, or Oracle preferred - 1 - 2 years of experience in finance and accounting preferred - Experience with ERP or billings systems preferred Required Skills: Financial Reporting, Variance Analysis, Advanced Excel Important Skills: SQL, PowerBI, Oracle, GAAP Principles Nice-to-Have Skills: Analytical Skills, Multi-tasking 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