Senior Financial Analyst

Sedgwick Claims Management Services
Tampa, Florida
Not Specified
Jun 18, 2024
Aug 16, 2024

Taking care of people is at the heart of everything we do, and we start by taking care of you, our valued colleague. A career at Sedgwick means experiencing our culture of caring. It means having flexibility and time for all the things that are important to you. It's an opportunity to do something meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing your career. And it means working in an environment that celebrates diversity and is fair and inclusive.

A career at Sedgwick is where passion meets purpose to make a positive impact on the world through the people and organizations we serve. If you are someone who is driven to make a difference, who enjoys a challenge and above all, if you're someone who cares, there's a place for you here. Join us and contribute to Sedgwick being a great place to work.

Great Place to Work®
Most Loved Workplace®
Forbes Best-in-State Employer

Senior Financial Analyst

PRIMARY PURPOSE: To provide financial and technical support to Operational and Financial leadership; to gather and consolidate financial data in the budget/forecast process; to review financials and work closely with accounting during month end process; to act as GAAP technical advisor to management; to conduct financial analysis projects; to provide support to upper management; and to assist with consolidation requests.


  • Provides financial oversight and support on financial results and projects
  • Provides financial and technical support to Operational leadership
  • Oversee budget/forecast process for specific line of businesses
  • Provide strategic guidance and assistance to executive leadership
  • Conduct ongoing analysis of key business drivers, trends, variance analysis, and performance indicators
  • Lead the loading, validating, and consolidation of monthly close and budget/forecast data
  • Ability to translate large amounts of data into useful information and actionable items
  • Acts as GAAP technical advisor to management.
  • Maintains a thorough understanding of current and new Finance programs, controls, operations, and initiatives; makes recommendations for enhancements and improvements.
  • Assists in the evaluation of existing policies and procedures.
  • Gathers and consolidates financial data during the budget/forecast process
  • Assist with ad hoc projects and consolidations for $830m business


  • Performs other duties as assigned.
  • Supports the organization's quality program(s).
  • Travels as required.


Education & Licensing

  • Bachelor's degree from an accredited college or university
  • Master's degree or CPA preferred


  • Four (4) years of accounting and/or FPA experience with preference given to those with experience in both accounting and finance
  • SAP experience preferred
  • SAP BPC experience preferred

Skills & Knowledge

  • Thorough knowledge of USA accounting principles, procedures, and relevant regulations
  • Excellent oral and written communication, including presentation skills
  • PC literate, including Microsoft Office products
  • Leadership/management/motivational skills
  • Analytical and interpretive skills
  • Strong organizational skills
  • Excellent interpersonal skills
  • Good judgment and discretion skills
  • Ability to plan, monitor, track and problem solve
  • Ability to manage multiple projects and set priorities
  • Ability to work in a team environment
  • Ability to meet or exceed Performance Competencies


Hybrid role in Tampa, FL

Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

Physical: Computer keyboarding, travel as required

Auditory/Visual: Hearing, vision and talking

NOTE: Credit security clearance, confirmed via a background credit check, is required for this position.

The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.

If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.

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