Description
Location: Hybrid, Melville, NY or New York City, 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:
This role supports the FP&A function of the Northeast region and reports directly to the Finance Manager. It is ideal for someone who enjoys working with large datasets and solving complex process challenges. The primary focus will be on variable compensation related to producer and broker commissions, with opportunities to expand into financial analysis, monthly close support, and special projects. Over time, this role is expected to take increasing ownership of the producer compensation process.
Responsibilities
- Prepare and distribute monthly, quarterly, and annual producer commission statements for 100+ producers, ensuring accuracy and timeliness.
- Coordinate, track, and escalate producer compensation inquiries, maintain organized documentation, process payments and related accounting entries.
- Learn and navigate the complexities and limitations of large internal datasets, applying sound judgment to interpret producer compensation data that may not always present clearly.
- Participate in efforts to standardize, automate, and improve compensation processes, templates, and data workflows.
- Assist with efforts to reconcile producer payable balances between internal systems, identifying and resolving discrepancies as needed.
- Assist with monthly close activities, including preparation and booking of regional allocation journal entries and revenue reporting.
- Assist with the preparation of monthly, quarterly, and annual financial packages for one or more business units.
- Assist with the annual budget process and quarterly forecast updates, including data gathering and financial model support.
Required Skills & Experience
- Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field
- Minimum of 2 years of experience in a finance or accounting role
- Advanced Excel proficiency required, including XLOOKUP, SUMIF, Pivot Tables, and Power Query.
- Familiarity with SQL, VBA, and Oracle EPBCS is a strong plus.
- Working knowledge of GAAP and revenue recognition principles.
- Strong analytical and problem-solving skills, with the ability to recognize data anomalies, trends, and root causes across large, complex data sets.
- Strong written and verbal communication skills.
- Proven ability to work independently, prioritize effectively, and adapt in a fast-paced environment
- Must be able to commute to both Melville, Long Island and Midtown, NYC offices as needed.
COMPENSATION:
The national average salary for this role is $90 000.00 - $100 000.00 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.
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