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Finance - Finance & Operations Analyst / Sr. Finance & Operations Analyst (Cedar Rapids, IA)

The Finance & Operations Analyst – GPSG is responsible for evaluating the financial and operational implications of the business unit’s operating strategy.  Accountable for monitoring and driving profitability initiatives as well as providing planning and support to meet the business unit’s overall performance targets.  Accountable for the development and monitoring of key performance indicators, as well as assisting in the evaluation of efficiency and automation strategies.  Work closely with GPSG leadership to use a framework that cultivates the behaviors of an operational excellence mindset across the GPSG business unit, to ultimately recommend and implement broader improvement initiatives. The analyst also serves as the lead interface between the finance department and the business unit on all activities with respect to financial controls.

Essential Functions

  • A key leader in development of the business unit’s operating and financial strategies
  • Provide financial advice and counsel on operating initiatives to business unit’s leadership team, leading certain aspects
  • Present financial and operational performance results to Senior Leadership and PSG Leadership and Employees
  • Make recommendations to leadership regarding profitability improvement strategies
  • Lead development of the business unit’s financial models to forecast operating results, including income statement, balance sheet and cash flow statements. Models would include annual budget and longer term (i.e. 5year) financial plan
  • Responsible for the development and monitoring of key performance indicators as well as assisting in the evaluation of efficiency and automation initiatives. As part of this process, the analyst should review benchmarking comparisons within the industry and beyond
  • Continuously analyze the performance of the business unit and platform partnerships, identifying areas of opportunity, areas with positive and negative trends, and areas of targeted improvement. Once identified, work with the business unit’s leadership team or platform leaderships to develop and implement plans to address
  • Contribute to other key areas of the business unit which have significant financial implications such as pricing, compensation plans, staffing levels, etc
  • Assist business unit leadership to review new and unique clients and services, ensuring financial implications are evaluated, and operational efficiencies and quality controls are identified, communicated and properly integrated
  • Monitor and analyze client and segment profitability and provide suggestions and details for improvement by client and/or segment
  • Serve as a key resource for the business unit on accounting platform knowledge. Provide valuable insight to the business unit regarding platform’s capabilities when evaluating new and current client requests
  • Assist with the data mapping and the onboarding of client portfolios into the accounting platform. This position will work closely with the client to understand their data and our internal reporting team in order to upload the client’s portfolio into the accounting platform with documentation and clarity for further reference and audit
  • Key leader in the development and promotion of operational metrics to assist the business unit leaders in evaluating operational performance and staffing needs
  • Work with GPSG leadership team to build culture of continuous improvement and operational excellence
  • Proactively promote and participate in process improvement and quality control management initiatives within the business unit
  • Lead quality review meetings while assisting PSG leadership with the creation and monitoring of quality assurance reporting in order to meet servicing standards and client expectations
  • Supports daily operations flow by addressing escalated and unique operational issues and exception requests
  • Participate in GPSG leadership team prioritization meetings
  • Perform other duties as required
  • Live the GreatAmerica principles


Position Qualifications          


For all GreatAmerica team members:  Honesty/Integrity, Customer Oriented, Accountability, Tenacious, Communication Skills (Oral & Written), Adaptability

For this position: Analytical Skills, Financial Aptitude, Accuracy, Self-Motivated, Accountability, Judgment, Assertiveness        

Education: Bachelor’s degree in Accounting, Finance or related field. MBA is a plus

Experience: 5-7 years of finance and accounting experience in providing business advice and analyzing business performance

Skills and Abilities

Computer Skills: Excel, PowerPoint, Word; SQL a plus

Other Requirements: Must have exceptional analytical and problem solving skills.  Must be proficient in Microsoft Excel and possess outstanding computer skills.  Must have excellent interpersonal and communication skills.  Must be an organized, creative, team-player with initiative who responds well to challenges.  Must be able to work with limited direction and be self-sufficient.  Role will likely include periodic large project oriented demands with tight deadlines requiring more than standard work hours and the need to respond quickly. Must demonstrate sound business judgment.

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