Top 3 Financial planner & analyst ii Jobs in Bozeman, Mt

Financial Planner & Analyst II
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- $70,000 - $80,000 a year
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- CPA
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
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Financial Planner & Analyst II

Wildfire Defense Systems -
Bozeman, MT

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Employee assistance program
Vision insurance
Professional development assistance
Bereavement leave
Life insurance

Qualifications

Financial forecasting
Confidential information handling
Budget forecasting
Bachelor's degree
Desktop applications
Financial statement interpretation
Productivity software
Financial forecasting analysis
Excel data analysis

Full Job Description

About Wildfire Defense Systems, Inc.

Wildfire Defense Systems (WDS) is the North American leader in insurer wildfire services, combining professional wildfire consulting and loss intervention services with Qualified Insurance Resources (QIR). Founded in 2001 to fulfill initial-attack assignments for the US Forest Service, the company added professional services support in 2005 and launched wildfire loss-intervention programs for insurers in 2008.

WDS Wildfire Loss Intervention Service (WDS Service) applies a comprehensive approach to reducing risk in catastrophic exposure on an industry scale, decreasing the average annual loss (AAL) for our insurer clients, and providing peace of mind to their policy holders during wildfire events. WDS provides these industry-leading services to insurer clients and their policy holders across a 22-state service area.

Status: Exempt

Reports To: Vice President of Finance

Location: Bozeman, MT - Local candidates only will be considered

Job Summary

The Financial Planner & Analyst II will serve the organization as part of the financial analyst team under the direction of the Vice President of Finance. They will ensure accuracy of source data, provide reporting, forecasting, and decision support for executive management, and analyze the data product for aberrations and trends that may impact the Wildfire Defense organization. In addition, they will serve as a point of contact for reporting requests from other departments, as prioritized by the Vice President of Finance.

Duties and Responsibilities

· Subject matter expert for organization’s E.R.P., budgeting process, financial processes, etc.

· Work with supervisor and FP&A team to provide timely and accurate financial reporting

· Create and update visual representations and summaries detailing company’s financial health

· Q.A./Q.C. work product of Finance Dept. and expense entries by non-accounting staff

· Interface with internal clients to provide exceptional quality support and data collection

· Enforce company policies, especially in regard to finance SOP’s

· Provide Accounting leadership and training as needed

· Other duties as assigned

Job Requirements

· Minimum Education – Bachelor’s degree in Business, Finance, Accounting, Statistics, or related

· Certifications – N/A

· Years of Experience – 3+ years related professional experience

Required Skills

· Familiarization with MS suite products and ability to learn new programs

· Ability to manage and summarize large data sets

· Basic understanding of financial statements and financial forecasting

· Ability to maintain confidential information

· Be able to prioritize and manage multiple tasks with little supervision

· Create and defend logical arguments in a peer environment

Preferred Skills

· CPA, MBA, or MS in Accounting, Finance, Statistics or Related

· 1-2 years’ experience in Financial Analytics

· Familiarization with excel functions such as pivot tables, lookups, and macros

· Base knowledge of PowerBI or other means to visually represent financial data

· Familiarization with Microsoft Dynamics Business Central ERP

Physical Requirements

· Prolonged periods sitting at a desk and working on a computer

· Must be able to lift 15-lbs.

· Work overtime as organizational needs require

This job description should not be construed as an exhaustive statement of duties, responsibilities or requirements, but a general description of the job. Nothing contained herein restricts WDS rights to assign or reassign duties and responsibilities to this job at any time.

Wildfire Defense Systems, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

The pay range for this role is:
70,000 - 80,000 USD per year(WDS Bozeman Headquarters)

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
Bereavement leave
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

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financial planner & analyst ii jobs in bozeman, mt

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