54002 Requisition #
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Risk Placement Services, Inc. is one of the nation’s largest specialty wholesale insurance brokerage firms. We work with top-rated carriers to design robust coverage for our clients. Our employees are fueled by a culture built around teamwork, creativity and responsiveness.


Specialties of RPS:

Wholesale Broker and Managing General Agent, Casualty, Property, Analytics, Healthcare, Workers Compensation, Transportation, Executive Lines, Technology & Cyber, Public Entity, Personal Lines.


Position Summary:

The Financial Analyst evaluates financial health of the business by preparing and analyzing financial results, forecasts, budgets and ad hoc analysis.


Essential Duties and Responsibilities

·       Serve as business partner to field leadership by providing support, and financial and operational analysis, which is relied on to make informed business decisions.

·       Evaluate financial performance by comparing and analyzing actual results with budgets and forecasts. Investigate variances and identify trends and recommend actions. 

·       Drive productivity by streamlining and automating processes, eliminating manual processes and duplications, and coordinating information requirements.

·       Collaborate with business partners on monthly forecasting of revenue and expenses.

·       Key stakeholder and participant in the development of the annual operating budget and dominant priority strategy document.

·       Participate in monthly close processes and financial reporting.

·       Ad hoc reporting and analysis, including cost of benefit, return on investment and financial modeling.

·       Work closely with Accounting team and engage in cross functional training.


·       Requires bachelor's degree and 1-3 years of related experience

o   Prefer degree in Finance or Accounting

·       Very Strong PC and Microsoft application skills

o   Excel expertise required (pivots, V-lookups)

·       Cognos and JDEdwards General Ledger knowledge preferred, not required


U.S. Eligibility Requirements:

·       18 years of age or older.

·       Willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

·       Unrestricted work authorization to work in the U.S. For U.S. employment opportunities, Risk Placement Services, Inc. hires U.S. citizens, permanent residents, asylees, refugees, and temporary residents. Temporary residence does not include those with non-immigrant work authorization (F, J, H, or L visas), such as students in practical training status. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. RPS will require proof of work authorization.

·       Willing to execute RPS’ Employee Agreement or Confidentiality and Non-Disclosure Agreement which requires, among other things, post-employment obligations relating to non-solicitation, confidentiality and non-disclosure. 


RPS offers competitive salaries and benefits, including: medical/dental/vision plans, life and accident insurance, 401(K), employee stock purchase plan, educational expense reimbursement, employee assistance program, flexible work hours (availability varies by office and job function) training programs, matching gift program, and more.

Risk Placement Services, Inc. is a division of Arthur J. Gallagher and believes that all persons are entitled to equal employment opportunity and does not discriminate against nor favor any applicant because of race, color, religion, sex, age, veteran status, disability, national origin, or any other legally protected status. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, RPS will make reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant with a disability, unless the accommodation would impose an undue hardship on the operation of our business.