Senior Financial Analyst
About Agero:
As the B2B category leader, Agero works with the most well-known automotive and insurance brands to transform the entire driving and vehicle ownership experience with next generation services and technology: from roadside assistance to accident management, connected vehicle to consumer affairs, and more.
Our automotive clients represent more than 2 in 3 passenger vehicles sold in the U.S., and two-thirds of insurance companies are served by Agero. We handle over 12 million vehicle disablement events annually, serving 115 million drivers across the U.S.
It’s not just a job, it’s a mission to make driving safer, smarter and more enjoyable for everyone.
Position Summary:
The Sr. Financial Analyst position within the Financial Planning and Analysis (FP&A) is critical role connecting the FP&A team with Accounting and the key business functions within the Agero organization. The person in this role will lead the Contact/Call Center expense reporting and forecasting – a key function within Agero’s Service delivery. This will involve creating the Call Center forecast, determining cost drivers for both internal and external providers, reporting on business results and understanding the drivers across the full P&L, plus working with the rest of the FP&A team to generate the insights into performance, and telling the story around results for the +$100M spent in service delivery each year. The Sr. Financial Analyst will report directly to the VP of Finance (FP&A).
Key Competencies:
- Self Starter / Quick Learner
- Business or Technical Acumen
- Decision Making
- Problem Solving
- Planning
- Continuous Improvement & Innovation
- Business Partnership Skills
- Strong Financial Modeling
- Teamwork & Collaboration
- Conflict Resolution
- Self-Awareness & Personal Accountability
Essential Functions:
- Understands the full P&L performance and can tell the story around the results on a monthly and year-to-date basis.
- Manage and coordinate the reporting and forecasting of the Agero Contact Center costs. Key business partners include the COO and VP of Contact Center.
- Coordinates and manages the schedule for the annual plan, strategic plan and quarterly forecasts, providing insightful analytics and reporting.
- Responsible for the scheduling and managing the full close cycle.
- Establishes and manages procedures, goals, and priorities relating to financial management, budget, forecast and/or accounting while owning the process to ensure accurate accounting recognition practices.
- Participates in the preparation of various internal and external financial statements and reports.
- Provides thought leadership on key initiatives to meet company objectives.
- Delivers insightful dashboards to internal customers, providing top level snapshots on key performance indicators.
- Maintains a formal pulse on risks and opportunities and partners with team on appropriate actions required to minimize or offset risks and maximize opportunities.
- Acts as a catalyst for change, driving continuous improvement in efficiency, customer service and analytical support for strategic priorities.
- Reviews financial statements with management personnel of all levels including senior leadership.
- Support a variety of special projects which could include working on Key Initiatives, Mergers and Acquisitions, and due diligence analysis presenting ROI and other key metric analyses to Senior Management.
Knowledge, Skills, and Abilities:
EDUCATION: College degree in Finance or Accounting, or equivalent work experience.
EXPERIENCE: 5+ years’ experience. Excellent history of cross functional interaction including but not limited to contact/call centers, technology, corporate controller, financial reporting, product development, delivery operations, legal, customer relations and sales.
SKILLS: Detail oriented, organized, conscientious, strong written and oral communication skills, and strong analytical ability. Strong financial modeling capability.
WORKING RELATIONSHIPS: Interfaces with internal and customers at all levels.
ADDITIONAL REQUIREMENTS: May require additional hours and duties.
THIS DESCRIPTION IS NOT INTENDED TO BE A COMPLETE STATEMENT OF JOB CONTENT, RATHER TO ACT AS A GUIDE TO THE ESSENTIAL FUNCTIONS PERFORMED. MANAGEMENT RETAINS THE DISCRETION TO ADD TO OR CHANGE THE DUTIES OF THE POSITION AT ANY TIME.