Financial Analyst
About First Connect:
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 130 carriers, selling various insurance policies, including home, auto, small business, and more. Weâre on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. Weâve got thousands of active agents with hundreds joining monthly and we plan to accelerate our growth.
The Role:
First Connect is on a mission to scale and enhance our financial operations. We are looking for an analytical, self-starting Financial Analyst to join our team and help build our Finance function. The ideal candidate is detail-oriented and thrives in a fast-paced environment. This role reports to the Senior Financial Analyst and currently has no direct reports
What Youâll Do:
Financial Operations & Data Integrity
Perform monthly bank reconciliations to ensure high levels of accuracy in all financial records.
Proactively investigate and resolve discrepancies between carrier payments and bank statements.
Establish and maintain data validation protocols to ensure "single source of truth" integrity across all reporting platforms.
Ensure data accuracy to provide a reliable foundation for critical business decisions
Commission Management
Manage and process monthly agent commissions accurately and on schedule.
Audit and maintain the accuracy of Carrier rates and Agent commission rates within the First Connect Portal to ensure 100% accuracy in automated commission calculations.
Serve as the primary point of contact for complex or escalated commission-related inquiries.
Analysis & Reporting
Asist the Accounting team during the monthly financial closing process
Use data-driven analysis to identify business trends, financial insights, and opportunities for growth.
Collaborate with Product and Operations to identify and implement process improvements that enhance financial reporting and workflow efficiency
Partner with stakeholders to gather data and provide actionable financial insights to Senior Management.
Adhoc Projects and Reports as requested
What Youâll Bring:
Bachelorâs degree (B.A. or B.S.) in Finance, Accounting, or a related quantitative field.
3+ years of progressive experience in Finance or Accounting, with a strong preference for candidates from SaaS, FinTech, or high-growth startup environments
Advanced proficiency in Microsoft Excel and experience navigating CRM systems and financial ERP tools
Proven ability to thrive in a fast-paced, evolving work environment while maintaining composure and meeting tight deadlines
Exceptional organizational skills with a "militant" attention to detail and data accuracy
A self-starter who thrives with minimal supervision; must possess the "learning agility" to grasp new tools and complex processes quickly while independently navigating ambiguity
Benefits & Perks:
First Connect treats its team members with the same level of dedication and care as we do our customers, which is why weâre fortunate to provide our team with:
Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
Equity - This position is eligible for equity compensation
Training and Career Growth - Training and internal career growth opportunities
Flexible Time Off - You know when and how you should recharge
The base pay range for the role is $75,000 - $85,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs and market demands.
First Connect is an equal-opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.
Applicants are considered solely based on their qualifications, without regard to an applicantâs disability or need for accommodation. Any First Connect applicant who requires reasonable accommodations during the application process should contact the First Connect People Team to make the need for an accommodation known.
Apply Now
First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 130 carriers, selling various insurance policies, including home, auto, small business, and more. Weâre on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. Weâve got thousands of active agents with hundreds joining monthly and we plan to accelerate our growth.
The Role:
First Connect is on a mission to scale and enhance our financial operations. We are looking for an analytical, self-starting Financial Analyst to join our team and help build our Finance function. The ideal candidate is detail-oriented and thrives in a fast-paced environment. This role reports to the Senior Financial Analyst and currently has no direct reports
What Youâll Do:
Financial Operations & Data Integrity
Perform monthly bank reconciliations to ensure high levels of accuracy in all financial records.
Proactively investigate and resolve discrepancies between carrier payments and bank statements.
Establish and maintain data validation protocols to ensure "single source of truth" integrity across all reporting platforms.
Ensure data accuracy to provide a reliable foundation for critical business decisions
Commission Management
Manage and process monthly agent commissions accurately and on schedule.
Audit and maintain the accuracy of Carrier rates and Agent commission rates within the First Connect Portal to ensure 100% accuracy in automated commission calculations.
Serve as the primary point of contact for complex or escalated commission-related inquiries.
Analysis & Reporting
Asist the Accounting team during the monthly financial closing process
Use data-driven analysis to identify business trends, financial insights, and opportunities for growth.
Collaborate with Product and Operations to identify and implement process improvements that enhance financial reporting and workflow efficiency
Partner with stakeholders to gather data and provide actionable financial insights to Senior Management.
Adhoc Projects and Reports as requested
What Youâll Bring:
Bachelorâs degree (B.A. or B.S.) in Finance, Accounting, or a related quantitative field.
3+ years of progressive experience in Finance or Accounting, with a strong preference for candidates from SaaS, FinTech, or high-growth startup environments
Advanced proficiency in Microsoft Excel and experience navigating CRM systems and financial ERP tools
Proven ability to thrive in a fast-paced, evolving work environment while maintaining composure and meeting tight deadlines
Exceptional organizational skills with a "militant" attention to detail and data accuracy
A self-starter who thrives with minimal supervision; must possess the "learning agility" to grasp new tools and complex processes quickly while independently navigating ambiguity
Benefits & Perks:
First Connect treats its team members with the same level of dedication and care as we do our customers, which is why weâre fortunate to provide our team with:
Multiple medical plans to choose from and 100% employer-covered dental; vision plans for our team members and their families.
We also offer a 401(k) retirement plan, short; long-term disability, employer-paid life insurance, Flexible Spending Accounts (FSA) for health and dependent care, and an Employee Assistance Program (EAP)
Equity - This position is eligible for equity compensation
Training and Career Growth - Training and internal career growth opportunities
Flexible Time Off - You know when and how you should recharge
The base pay range for the role is $75,000 - $85,000. Exact compensation may vary based on several job-related factors that are unique to each candidate, including but not limited to: skill set, experience, education/training, location, business needs and market demands.
First Connect is an equal-opportunity employer, and we are committed to building a team culture that celebrates diversity and inclusion.
Applicants are considered solely based on their qualifications, without regard to an applicantâs disability or need for accommodation. Any First Connect applicant who requires reasonable accommodations during the application process should contact the First Connect People Team to make the need for an accommodation known.
Apply Now