Divisional Financial Analyst - Revenue Recognition

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: >.

SUMMARY

Responsible for supporting the manager in billing optimization, fee agreement compliance, revenue recognition, financial controls, and data integrity. Ensures accurate payment processing, documentation, and reconciliations, while assisting with compliance and training initiatives across Accounting, Operations, and IT.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Assists with billing processes, including installments, direct bill, agency bill, and multi-year billing structures.

Supports revenue recognition compliance by preparing documentation, reconciliations, and data checks to meet ASC 606 standards.

Provides compliance support through fee agreement tracking, premium finance monitoring, BSA filing coordination, and audit documentation.

Assists with financial control testing, evidence file maintenance, and remediation activities.

Assists with reconciling data across Epic and reporting systems; supports data validation and integrity checks.

Updates training materials, SOPs, and coordinates cross-functional training sessions.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's Degree in Finance, Accounting, Business Administration, or related field

Two (2) or more years experience in financial operations, accounting, or compliance support.

SKILLS

Proficient in reporting tools (Excel, Power BI)

Strong organizational skills and attention to detail with ability to manage recurring compliance tasks

Strong communication and cross-functional collaboration skills

Knowledge in financial data analysis and visualization tools

Good problem solving and time management skills

Nice to have (not required): Experience with Applied Epic and/or Hyperion.

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