Financial Analyst

LOCATION: Hybrid, New York, NY 

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:

Reporting to a Regional CFO/Finance Director, as a Financial Analyst, your primary responsibility will be to support EPIC Insurance Brokers & Consultants’ FP&A function in a dynamic, high-growth, highly acquisitive environment, backed by Private Equity and generating over $1 billion in annual revenue.

Responsibilities
•    Consolidate financial reports from diverse business segments to provide actionable insights.
•    Prepare monthly, quarterly, and annual financial packages on a pro-forma basis.
•    Analyze variances from budget and prior periods to identify trends and opportunities.
•    Calculate and evaluate key performance metrics to drive strategic decision-making.
•    Assist in crafting budgets and forecasts that align with organizational goals.
•    Prepare financial schedules for audit, tax, and due diligence processes.
•    Collaborate with the EPIC Insurance Finance team to deliver critical financial analyses and respond to information requests.
•    Take on additional responsibilities as needed to support the team’s success.

Required Skills & Experience
•    A Bachelor’s degree in finance, accounting, or economics is preferred, though candidates with a CPA designation or an MBA are also encouraged to apply.
•    Minimum of 2 years of experience in finance or accounting.
•    Solid understanding of GAAP principles.
•    Proficiency in financial software applications, with Oracle EPBCS experience being a plus.
•    Advanced skills in Excel and PowerPoint.
•    Proven ability to work collaboratively across business segments and cross-functional teams.
•    Intellectual curiosity and a drive to learn and develop new skills and processes.
•    Ability to work independently and efficiently in a fast-paced environment.
•    Strong organizational and prioritization skills.
•    Willingness to travel occasionally.

Why EPIC?
•    Be part of the 15th Largest Broker in the US, recognized for excellence and innovation.
•    Work for a company voted "Best Place to Work" in the Insurance Industry.
•    Enjoy great benefits, including:
o    401K matching
o    Generous Time Off Policy
o    Flexible Work Options
o    Comprehensive Medical, Dental, and Vision coverage
o    Pet Insurance and Cancer Insurance
o    Wellness Programs to support your health and well-being
o    Employee Award Programs with exciting rewards like trips!

COMPENSATION: 

The national average salary for this role is $80 000.00 - $95 000.00 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, Cancer 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. 

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