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Associate Financial Analyst

Remote, USA Full-time Posted 2026-06-17

Applied Systems is a company transforming the insurance industry with innovative software and services. They are seeking an Associate Financial Analyst to join their FP&A team, responsible for maintaining financial planning tools, creating materials for board meetings, and supporting financial modeling and reporting.

Responsibilities

  • Maintain the financial planning tool for the enterprise
  • Help create Board and Operating materials on a monthly/quarterly basis
  • Maintain financial models to support the product/new business initiatives, budgeting, and forecasting
  • Automate and streamline monthly reporting
  • Support consolidation and reporting of operational data and metrics while providing insights and driving measurable results through strong influencing and collaboration skills
  • Interpret the data into actionable items and collaborate with cross-functional partners to drive measurable results with a sense of urgency
  • Lead development and enhancement of dashboards and reporting packages to drive improved business results

Skills

  • BS/BA in finance, business, or a related field
  • 1+ years of related FP&A and business partnership
  • Excel expertise, with the ability to build and manage complex models
  • Ability to communicate effectively across multiple levels of an organization
  • Excellent with numbers, math & logic
  • Excellent financial management and analytical skills, with a deep and demonstrated understanding of financial modeling and analysis tools
  • Passionate about business: you like to understand what drives a business, and try to identify opportunities to go after and risks to mitigate

Benefits

  • Medical, Dental, and Vision Coverage
  • Holiday and Vacation Time
  • Health & Wellness Days
  • A Bonus Day for Your Birthday

Company Overview

  • Applied Systems is a digital insurance agency that provides software for agency management systems. It was founded in 1980, and is headquartered in University Park, Illinois, USA, with a workforce of 1001-5000 employees. Its website is https://www1.appliedsystems.com.
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