Financial Analyst

About the job

 LOCATION: Hybrid, San Ramon, CA  (1 day a week in office, after training)

 Come join our team!

There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” – people who know what they want and aren’t afraid to make it happen.

Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. 

Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team!

JOB OVERVIEW:

We are seeking a motivated and analytical Financial Analyst to join our FP&A team. This role is ideal for someone who thrives in a fast‐paced environment, enjoys solving problems with data, and is eager to take on new challenges. You will support financial reporting and revenue operations that directly influence business decisions.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Financial Planning & Analysis

• Create financial reports with meaningful, actionable insights for leadership.
•  Perform variance analysis on revenue and expenses; identify trends and drivers.
•  Evaluate key financial and operational metrics to support decision making.

Revenue Operations

• Prepare and issue accurate customer invoices based on contracts and purchase orders.
• Verify and post cash receipts to the general ledger with proper documentation.
• Support internal and external audits related to billing and cash applications.

Cross Functional Collaboration

• Partner with Finance, Accounting, and Business units to improve processes and data accuracy. 
• Build strong working relationships across teams to support financial initiatives

KEY COMPETENCIES:

• Self-driven, organized, detail-oriented, and able to multi-task in a fast-paced environment • Excellent written and verbal communication skills • Strong analytical and problem-solving skills • Ability to translate data into insights for non-finance stakeholders • Comfort working with large datasets • Advanced Excel skills required • Experience with SQL, PowerBI, or Oracle preferred

EDUCATION and/or EXPERIENCE:

• BA/BS in Business, Finance, Accounting or Economics or related field. • 1 - 2 years of experience in finance and accounting preferred • Experience with ERP or billings systems preferred • Understanding of GAAP Principles

COMPENSATION:

The national average salary for this role is $70 000.00 - $80 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY EPIC:

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page: https://www.epicbrokers.com/about/epic-careers/.

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at: https://www.epicbrokers.com/wp-content/uploads/2025/01/epic-ca-employee-privacy-notice.pdf.

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.