Insurance Sales Agent

15000 to 30000
Part Time

Full Job Description

Formstack improves people’s lives with practical solutions to their everyday work. We are looking for the next Stacker to help us accomplish this mission.

Formstack is a remote-first company with team members who live and work across the U.S., Canada, and the globe. We offer more than just a job; we provide a community where you can learn, grow, and thrive your way. Join a dynamic and diverse team that values relationships as much as results. Come build what matters with Formstack.

Sean Kendra, Vice President, Finance at Formstack, is looking to hire someone who will complement and strengthen the team.

How You'll Succeed

  • Develop and maintain financial forecasts and operational budgets.
  • Provide proactive financial counsel with business leaders in planning, measuring, reporting, and improving performance.
  • Prepare, analyze, and present monthly, quarterly and annual results for internal management, Private Equity investors, and others.
  • Prepare, analyze, and distribute financial and management reporting.
  • Handle special assignments from a supervisor, which are routine to moderately complex.
  • Report and communicate with several levels of management.
  • Assist with any mergers and acquisitions (M&A) - related work streams.
  • Perform other duties as assigned.

What We're Looking For

  • Bachelor’s Degree required in related field (Accounting, Finance, etc.).
  • 1-3 years overall experience in Financial Planning & Analysis (FP&A), Investment Banking, or similar field.
  • Detailed knowledge and understanding of financial statements and their relationships. Equity investors, and others.
  • Demonstrated experience in financial modeling (integrated income statement, balance sheet, and cash flow).
  • Ability to read, analyze, and interpret financial reports, and distill information into actionable insights.
  • Ability to solve practical problems and deal with a variety of variables.
  • Advanced proficiency in Excel and PowerPoint.
  • Strong attention to detail, self-motivated.
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