Financial Analyst

Summary

Join Protective as a detail-oriented Financial Analyst to support the financial operations of a marketing distributor and broader Sales & Marketing functions. This role combines accounting, financial analysis, and strategic partnership, working closely with senior leadership. You will manage high-value transactions, explain variances, and contribute to budgeting and forecasting. The ideal candidate will have strong analytical and communication skills and experience with financial reporting and analysis. A bachelor's degree in a related field and at least two years of relevant experience are required. Protective offers a competitive salary and comprehensive benefits package.

Requirements

• 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
• 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

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

Benefits

• Comprehensive health, dental and vision insurance
• Mental health benefits and an employee assistance program
• Paid time off, paid parental leave, short-term disability, and a cultural observance day
• Contributions to healthcare accounts
• A pension plan
• A 401(k) plan with Company matching
• ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards