Financial Analyst I

• Location : Jacksonville, FL
• Worker Category : Full-time

Interested? Click on the link below to fill out our application.

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Named one of the Best Places to Work in Northeast Florida for the past two years, Brightway Insurance is a national property/casualty distribution company that sells through a network of franchises and independent agents throughout the U.S. The company is among the largest Personal Lines agencies in the country and has been recognized as a Franchise 500 company by Entrepreneur for seven years. Founded in 2008, Brightway has since grown to over 200 locations across 22 states serving customers in all 50 states, and we’ve been named one of the Fastest Growing Companies in Northeast Florida by the Jacksonville Business Journal for 11 consecutive years. At Home Office, our employees are focused on delivering holistic business support that empowers agents to sell more.

Brightway employees enjoy:

• Competitive salary
• Paid time off
• Medical/Dental/Life/Disability Insurance
• Market-leading 401(k) with 4% match
• Tuition reimbursement regardless of course of study
• Comprehensive paid training

Most importantly, they enjoy a family-based culture of inclusiveness where they can build positive, supportive relationships with co-workers, customers and agents.

Learn more about open positions at Brightway and starting a career with the company at Brightway.com/careers.

About This Career Opportunity:

The Financial Analyst I reports to the Accounting Manager and is responsible for providing financial analytical services. This includes processing and monitoring payments/expenditures, monthly budget vs. actuals financial analysis, Fixed Asset Management and other general accounting responsibilities. Providing these services in an effective and efficient manner will ensure that, the Company’s finances are accurate, that staff is paid in a timely and appropriate manner and that vendors and suppliers are paid within established time limits.

Essential Functions: 

• Subject Matter Expert (SME) for the Company’s Financials Accounts Payable Process
• Assist the Accounting Manager and Financial Analyst II with providing financial analysis that explains key variances to management; including all month-end and audit reports
• Record monthly journal entries into the accounting software
• Maintain reconciliations for balance sheet accounts including detailed documentation to substantiate the data
• Assist with the annual budget and midyear re-budget (including but not limited to):
  • Gathering cost estimates, data entry into the budgeting software and analyzing past financials
• Enter and post daily transactions
• Verify that transactions comply with financial policies, procedures, and budget
• Serve as the main point of contact for AP Items: which includes the day-to-day processing of accounts payable transactions to ensure that finances are maintained in an effective and accurate manner; research and resolve discrepancies
• Receive and verify invoices and purchase orders for goods and services
• Code, process and post invoices to accounting system
• Process reports after data entry
• Maintains vendor files (W-9’s / 1099’s)
• Responsible for maintaining accurate fixed asset records and recording monthly depreciation
  • Responsible for creating annual fixed asset tax records/forms
• Serve as the liaison between Brightway related entities and responsible for including but not limited to:
  • Recording entries into each entities accounting software
  • Processing payables
  • Bank Reconciliations
• Other related duties as assigned

Education and Experience Requirements: 

• Bachelor's degree in business or the equivalent combination of education, training, or work experience
• 2-4 years’ experience in Accounting/Finance or a related field with an emphasis on Financial Analysis
• Must be proficient in Microsoft Office products (Word, Excel, Outlook, PowerPoint)
• Knowledge of commonly used accounting concepts, practices, and procedures
• Concur Expense and Invoice preferred
• Knowledge of standard payroll concepts, practices, and procedures

Required Knowledge/Skills/Abilities:

• Attention to detail and high level of accuracy
• Effective verbal and written communication skills
• Strong communicator; must be able to convey complex ideas in a clear and concise manner
• Able to meet deadlines
• Excellent interpersonal skills and self-motivator
• Team player; must be able to contribute to the team and rely on others to achieve objectives
• Experienced at managing own time, activities and resources.
• Ability to handle confidential information
• Ability to learn and embrace Brightway systems and put into practice new concepts and skills

Interested? Click on the link below to fill out our application.

Apply Now

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