Financial Analyst

About the Role

Employment Type: Full Time

The work we do has an impact on millions of lives, and you can be a part of it. We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most. We are seeking a detail-oriented and analytical Financial Analyst to support the financial operations of a dedicated marketing distributor and the broader Sales & Marketing functions. This role blends accounting, financial analysis, and strategic partnership, working closely with senior leadership to ensure accurate reporting and insightful expense analysis. The ideal candidate will be comfortable managing high-value transactions, explaining variances, and contributing to budgeting and forecasting efforts.

Key Responsibilities

• Prepare financial statements, accruals, reconciliations, and carrier statement processing for Concourse Distributors Inc.
• Calculate and support Sales Incentive Plans (SIP) and marketing allowance payments.
• Conduct monthly expense analysis, including reclasses, account reconciliations, and variance reporting.
• Assist with budgeting processes and provide technical support using Anaplan.
• Collaborate with senior leadership and cross-functional teams to explain financial variances and support strategic decisions.
• Perform other accounting and financial analysis duties as assigned.

Skills, Abilities, and Knowledge Required

• Proficiency in Microsoft Excel, including pivot tables, VLOOKUPs, and formula creation.
• Working knowledge of GAAP accounting, general ledgers, and financial systems (e.g., SAP).
• Strong attention to detail, especially when handling high-dollar transactions.
• Effective communication and interpersonal skills for working with senior leadership.
• Ability to work independently, prioritize tasks, and meet strict deadlines.

Minimum Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum of 2 years of relevant accounting or financial analysis experience.
• Experience with accruals, pre-paids, debits, and credits.
• Strong critical thinking and problem-solving skills.

Compensation & Benefits

Salary Range: $51,500 - $72,000 a year Protective’s targeted salary range for this position is $51,500 to $72,000. Actual salaries may vary depending on factors, including but not limited to, job location, skills, and experience. The range listed is just one component of Protective’s total compensation package for employees.

Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards. Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability

If you require an accommodation to complete the application and recruitment process due to a disability, please email martina.winston@protective.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.