SoTalent

Description

Job Title: Financial Analyst

Location: San Antonio, Texas, United States

Type: Full Time

Job Summary

Our client is seeking a finance professional who will support strategic decision-making through forecasting, analysis, and business partnership. This individual will play a key role in planning and managing financial performance across complex business areas, while delivering insights that drive efficiency, profitability, and growth.

Key Responsibilities

• Build and manage financial forecasts and plans for sizeable and complex business segments or cost categories, while enhancing planning processes and financial models.
• Prepare routine and non-routine financial reporting, analysis, and cost-benefit assessments to inform leadership and stakeholders.
• Conduct in-depth financial research and provide actionable insights, identifying opportunities to improve financial and operational outcomes.
• Oversee assigned products, including pricing strategies, profitability analysis, and special financial evaluations.
• Partner closely with business leaders by delivering proactive insights and data-driven recommendations that support effective resource allocation.
• Apply a solid understanding of business operations, products, and workflows to solve problems and overcome challenges.
• Identify, assess, and manage financial and operational risks in alignment with internal controls, regulatory standards, and compliance requirements.

Qualifications

• Bachelor's degree in Business, Finance, Accounting, Economics, or a related discipline, or equivalent professional experience.
• At least four years of experience in financial analysis, reporting, planning, or related roles; advanced education or progress toward CPA/CFA credentials may reduce the required years of experience.
• Strong ability to explain financial concepts clearly to both financial and non-financial audiences.
• Prior experience within a financial services organization.
• Proficiency with Excel and other financial or accounting systems used for analysis and reporting.
• Working knowledge of accounting principles, including GAAP, and familiarity with financial regulations and compliance standards.
• Demonstrated experience creating and delivering financial reports.

Preferred Experience

• Background in the life insurance sector.
• Exposure to investment-related products or analysis.
• Experience managing or analyzing expenses and cost structures.