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Finance Operations Analyst

SelectQuote

Finance Operations Analyst

Overland Park, KS
Full Time
Paid
  • Responsibilities

    Founded in 1985, SelectQuote provides solutions that help consumers protect their most valuable assets: their families, health and property. The company pioneered the model of providing unbiased comparisons from multiple, highly rated insurance companies allowing consumers to choose the policy and terms that best meet their unique needs. Two foundational pillars underpin SelectQuote's success: a strong force of highly trained and skilled agents, who provide consultative needs analysis for every consumer, and proprietary technology that sources and routes high quality leads. The company has three core business lines: SelectQuote Senior, SelectQuote Life and SelectQuote Auto and Home. SelectQuote Senior, the largest and fastest-growing business, serves the needs of a demographic that sees 10,000 people turn 65 each day with a range of Medicare Advantage and Medicare Supplement plans.

    JOB SUMMARY:

    The Finance Operations Analyst is a key member of the Sales Integration Team.   This positon works closely with sales, operations and finance teams to ensure proper bonus payments.   The role also monitors and audits reports working with sales, operations, IT and BI to ensure accuracy.  This individual should be a self-starter who works with high intensity and integrity, dives deep into data to find the root cause of problems, be effective communicating with senior leaders in the organization, and has a passion for excellence. 

    ESSENTIAL FUNCTIONS:

    • Develop and maintain responsibility for sales commissions reporting, reconciliation and payment
    • Complete regular audits of sales and operations reporting
    • Provide on-going review of efficacy of all reporting solutions. Address and resolve questions and issues surfaced from senior management and key stakeholders across the team.
    • Perform deep-dive analytics to provide insight and understanding of core business drivers and reporting
    • Utilize analytical skills to sift through data and find trends or key drivers that tell a story about financial or operational results
    • Develop financial performance data visualizations supporting strategic decision-making
    • Assist in variance analysis and forecasting of financial performance
    • Prepare senior executive level presentation materials
    • Drive continual process improvement leveraging best practices, standardization, and automation to scale the business.

    KNOWLEDGE, SKILLS, AND ABILITIES:

    • Strong proficiency with Microsoft Office suite, with a focus on Excel and PowerPoint
    • Strong proficiency with Microsoft SQL Server Management Studio
    • Analytical and detail-oriented mindset; a high degree of accuracy is required in all functions
    • High level of self-motivation; ability to accomplish goals independently
    • Strong organizational and time management skills
    • Ability to thrive on both structured and unstructured project requests
    • Ability to work in a fast-paced, dynamic environment with a drive to deliver results
    • Demonstrable problem-solving, quantitative and analytical skills
    • Articulate and well-spoken; strong interpersonal, communication and presentation skills
    • Prior experience with Qlik Sense or Microsoft Power BI is a plus
    • Prior experience with commissions or FP&A reporting is a plus

    TRAINING AND EXPERIENCE:

    • Bachelor's Degree required (Finance, Accounting, Economics, Business or related field)
    • 3 years' experience in analyst role (finance, operations, business, or equivalent) preferred
    • Experience working with technical applications and programming languages

    BENEFITS:

    It's an exciting time to join SELECTQUOTE. We became a publicly traded company in 2020 with the first 100% virtual IPO (non-biotech) in American history. We have also been recognized nationally on the 2021 Top Workplaces USA list and by the Kansas City Business Journal as a 2020 Best Places to Work honoree.

    Full-time employees are eligible for medical, dental, vision, voluntary short-term disability, company-paid long term disability, company-paid life insurance and accidental death & dismemberment (AD&D), 401(k) + company match and 100% vesting after 4 years, discretionary profit sharing, employee stock purchase program (espp), paid time off, floating holidays, paid maternity leave, paid parental bonding leave, tuition reimbursement, jury duty pay, work from home stipend, and other paid leaves vary based on work location.