Financial Analyst

WHO WE ARE
We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company's first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6's core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.
ABOUT THIS ROLE
Position Objective
We are seeking a Financial Analyst at FOCUS who will be integral to efforts to use data to improve decision making, increase efficiency, and drive profitability, in a vision driven and growing organization. Ideal candidates will demonstrate the ability to manage multiple projects and responsibilities, maximize process efficiency, drive automation, and improve speed to delivery. Working in the Finance team at FOCUS means that you'll always be presented with a variety of new possibilities as you continue to enhance your skills within the Insurance space. This position reports to the Manager, FP&A, and is a hybrid role at our office in Chicago.
What You'll Do
Financial Reporting: Develop tools to provide critical financial analysis to FOCUS and PEAK6 leadership, and key stakeholders to improve decision-making and key performance metrics. Interpret complex financial information and provide updates, forecasts, and information as needed including identifying trends and variance analysis.
Financial Strategy and Planning. Assist in the development budgeting, forecasting, operating plans and long-term strategic forecasts. Support initiatives of FP&A Manager, Director of Finance, and senior management. Act as a liaison between finance and other departments to ensure alignment of financial goals.
Data Analysis: Conduct data analysis and scenario modeling to understand the cost structure and profitability of various insurance product lines. Recommend strategies for cost reduction, efficiency improvements, and revenue opportunities. Manipulate large data sets to analyze historical performance, track industry trends, determine results, and reveal trends.
Risk Assessment: Perform risk analysis related to financial performance, underwriting practices, and market conditions. Support sales teams in assessing the financial implications of claims, commission, reserves, and contracts. Assess existing cost levers and drivers and evaluate new business and revenue opportunities.
Business Partnership: Collaborate closely with FOCUS' FP&A, accounting, and financial operations teams to continuously improve workflow. Have a "Hands on" mentality with the ability to work both independently and collaboratively with FOCUS' internal departments and PEAK6 Finance on their ad-hoc analysis. Contribute to the enhancement of internal cost allocation methodologies.
Financial Systems and Automation: Proactively identify opportunities to implement efficiencies and implement internal controls. Play a key role in the development of cross-business standardization and implementation of financial and accounting automation platforms across Focus and Peak6
Essential:

• Bachelor's degree in Finance, Data Analytics, Accounting, or a related field

• 1-3 years of relevant experience in Finance, FP&A, or data analytics

• Strong knowledge of financial modeling techniques and valuation methods

• Prior industry experience in Insurance strongly preferred

• Proficient in Microsoft Excel and financial analysis software; experience with ERP systems is a plus (Netsuite, Adaptive Insights)

• Ability to communicate complex financial information clearly and effectively.

• Strong grasp of income statement, balance sheet, and cash flow statements along with the ability to analyze financial results and assess impact of business decisions.

• Strong written, verbal communication and presentation skills; must be able to convey information to all levels of the organization in a clear, focused, and concise manner

Nice to have

• A tech-forward approach to managing day-to-day tasks - we love to automate and make things more efficient and so should you!

• Proficient with generating visual graphs and creating impactful slide presentations

• The desire to partner and collaborate with various teams across the organization.

• Ability to provide value-added analytical management reporting, including ad-hoc requests, to help the organization

• Wants to be part of a team that wins

• All of our team members have these traits. You should, too.

OUR REWARDS
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.
PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at [email protected]. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
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