Financial Analyst

Financial Analyst

The James Allen Companies Inc
April 12, 2018
Job Type


Position Summary

This position reports to the Director of Plans, Budgets & Analysis and is responsible for compiling, reconciling and analyzing financial data for the agency companies.


  • Compiles data for profitability reports, budgets, and expense allocation reports
  • Develops detailed analyses with comparison to forecasts to support agency companies’ business decisions
  • Assists in developing and enhancing financial analysis and reporting tools
  • Reconciliation of cash debits and credits to bank statement to agency’s ledger.
  • Responsible for agency companies’ escheat filings
  • Research and answers agency companies’ bank and escheating-related inquiries.
  • Work with internal and external auditors in providing supporting details and answering questions when necessary.
  • Responsibility for producing monthly business unit performance report including expense analysis.
  • Provide ad hoc revenue and expenses reports at business unit level for Senior Management’s review.


  • Able to research complex reconciliation issues and discrepancies
  • Take responsibility for accuracy
  • Responds timely and professionally to marketing management team
  • Able to work in a team setting or individually
  • Precise and detail oriented when handling high volume of data
  • Can actively participate in cross-functional projects as well as partner with cross-functional teams to improve processes and conduct analyses.
  • Expert system skills including Microsoft Excel & Access.


  • Bachelor’s degree in accounting, finance or a related field is required.
  • 3 to 5 year experience in accounting/finance/business analyst role.
  • Skills in Crystal Reports & Structured Query Language (SQL) tools are highly desirable.
  • Experience with Sungard’s EAS system preferred but not required.

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