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Senior Financial Analyst

Engle Martin & Associates

This is a Full-time position in Atlanta, GA posted November 10, 2021.

Engle Martin is a leading national independent loss adjusting and claims management provider. We provide a comprehensive line of service offerings including commercial property, casualty, inland marine/cargo, heavy equipment and large loss adjusting, as well as TPA/claims management and subrogation.

We are an Equal Opportunity Employer offering competitive pay and benefits and an environment where teamwork, ongoing professional development, continuous improvement, and exceptional service are valued and rewarded.

SUMMARY OF JOB: Engle Martin & Associates is seeking a Senior Financial Analyst to support the financial planning and analysis functions for this high growth division. This role will report to the Director of Financial Planning & Analysis, and will be responsible for examining, analyzing, and planning the division’s financial activities.


  1. Financial Planning
  • Supports the division’s financial planning process to provide management with a current view of short and long range expectations
  • Works with the division’s business leaders to develop long range financial models with appropriate business drivers that effectively support the planning process
  • Participates in the annual budgeting process; implements improvements to simplify the process; uses OneStream software to shorten the budget cycle
  • Maintains the rolling forecast to establish expectations for near term revenue and earnings performance
  1. Financial Analysis
  • Prepares thoughtful financial analysis for business leaders to help improve the business
  • Analyzes financial and relevant operational data and explains variances to forecast, budget, and prior period results; key areas include revenue, compensation, and headcount
  • Assists with special analysis projects including periodic reviews of the divisions’ cost structure, work force productivity, and profitability analysis (geographical, by program, or by line of business)
  • Responds to ad-hoc requests with timeliness and the appropriate level of detail and accuracy
  • May be called upon to support financial due diligence and integration efforts related to acquisitions
  • Key finance support with leadership visibility and involvement with strategic growth initiatives
  • Seasoned contributor with deep understanding of areas of focus
  • Possess business maturity with the ability to recognize and address issues with the appropriate sense of urgency and the capacity to work independently with minimal supervision
  1. KPIs & Metrics
  • Prepares and analyzes key operational metrics, ratios, and business scorecards
  • Highlights business challenges and opportunities to allow management to proactively course correct and/or improve performance
  • Implements changes to KPIs to ensure their effectiveness
  1. Technology
  • Learns and understands new technologies
  • Applies learnings to automate tasks, eliminate redundancies, and maintain a highly efficient finance function
  • Improves the work experience of self and others by maximizing time spent on value added activities and minimizing manual tasks
  • Assists with implementation of a new claims management or ERP level system


  • Stays abreast of office and company policies, procedures, and practices; participates in ongoing training and development as assigned or approved to assure knowledge and skills remain current and comprehensive in accounting, finance, and financial analysis disciplines.
  • Functions as an effective member of the team, assisting co-workers as needed and learning from colleagues and supervisors; supports the goals of the department, division, and organization; participates in special assignments and activities as required or approved; demonstrates initiative in the interest of the client and the organization.
  • Upholds the values of Engle Martin and the broader Cor Partners group of companies and the culture espoused by Our Foundation, consistently demonstrating professionalism, integrity and the highest standards of ethical behavior and professional conduct; conducts oneself in a manner that reflects favorably on the organization; open and honest communication capable of managing teams in a performance culture. Maintains the confidentiality of proprietary and sensitive information, exercising sound judgment and discretion in any disclosure of information related to Engle Martin, Cor Partners and their endeavors.
  • Adheres to all applicable State Insurance Regulation requirements and other applicable laws, regulations, and standards.
  • Core Competencies:
    • Financial Acumen
    • Accountable
    • Self-motivated
    • Communicates Effectively
    • Problem Solver
    • Sticks to time constraints
    • Builds Effective Relationships
    • Continual learning


    • Bachelor’s degree in Business, Finance or Accounting is required; Master’s degree in Business, Finance or Accounting is preferred.
    • Minimum 4-6 years of experience in financial planning and analysis. Strong knowledge of accounting principles and practices.
    • Financial modeling experience.
    • Advanced knowledge of Excel and PowerPoint is required. Knowledge of NetSuite, Microsoft Power BI and OneStream is a plus.
    • Sound written and oral business communication skills, advanced analytical skills and diplomacy.
    • Effective at time management, prioritization, and organizing skills; excellent interpersonal, customer service, and problem-solving skills; demonstrates teamwork, compassion, and respect toward others.
    • Professional services or financial industry experience is highly preferred.

    : Work is generally performed in a typical office environment, with limited exposure to harsh weather conditions, loud internal or external noise, fumes, or significant temperature changes. Occasional overnight travel in a work capacity may be required.

    PHYSICAL ACTIVITIES AND REQUIREMENTS: Lift and carry up to 10 lbs.; frequent standing, sitting, walking, and bending; occasional kneeling, reaching, and stooping; handling office equipment; periodic driving may be required; visual acuity to prepare and read detailed hard copy and electronic documents; ability to speak and to hear the spoken word in normal face-to-face and telephonic business communications.

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