Sr. Financial Analyst
Chicago, IL - USA
Job Summary
Team: Financial Planning and Analysis
Salary Range: $81000 - $110000 USD
Location: Hybrid - Chicago (1 day in-office a week; usually Wednesdays)
This position operates in a hybrid model with regular in-office collaboration days from our Chicago office.
Opportunity for Impact
Applied is where insurance technology gets reinvented and we build it fast. Our cloud software and AI-powered solutions reach thousands of agencies and brokers worldwide setting the pace for what modern insurance can do.
Were looking for a Sr. Financial Analyst to join our Financial Planning and Analysis Team in a hybrid environment. To keep us headed in the right direction were looking for people who understand winning is a team sport who value and seek to learn from our teams diverse experiences and backgrounds who welcome a challenge and take risks in the pursuit of creating better outcomes for our customers and who can at any given time step back to laugh and have some fun.
What Youll Do
- Lead company-wide commission calculations ensuring accuracy timeliness and alignment with business objectives
- Drive commission analytics and financial modeling to identify trends optimize performance and support strategic decision-making
- Enhance commission processes logic and reporting to improve efficiency accuracy and sales rep visibility
- Partner cross-functionally to implement compensation plans educate Sales on commission programs and support forecasting and budgeting through commission accruals
What Were Looking For
- 5 years of FP&A and business partnership experience preferably within software internet SaaS or related industries.
- Bachelors degree in Finance Business or a related field (MBA and/or CPA preferred).
- Advanced financial analysis modeling and forecasting skills including expertise in Excel and complex model development.
- Strong analytical problem-solving and business acumen with a curious proactive approach to identifying opportunities mitigating risks and tackling new challenges.
Bonus points if you also have:
- Exceptional problem solving and analytical skills in particular an understanding of key financial and operational needle movers
- SaaS business industry experience and familiar with the metrics behind it
- Familiarity with Alteryx Tableau and AI Tools (Claude)
Talent shows up in a lot of different ways and we mean that. We welcome candidates from all backgrounds and experience levels including military members and their spouses and those without a traditional degree or tech background. If this role speaks to you apply.
Why Youll Like Working on Team Applied
The best work happens when smart people move fast together. For over 40 years Applied has built technology that solves real problems for insurance professionals - and were still pushing whats possible.
Youll be part of our people-first culture built on trust inclusion and growth - where youre supported to deliver collaborate with teammates who care and grow with leaders invested in your success.
How Well Support You
We invest in the whole person not just the role. Our benefits and resources are built to support your health your time and your life outside of work:
- Medical Dental and Vision Coverage
- Holiday and Vacation Time
- Health & Wellness Days
- A Bonus Day for Your Birthday
Compensation Transparency
Our targeted starting base salary in the United States for this position considers a variety of factors including depth and breadth of experience skills and role scope. Depending on the role team members may also be eligible for additional compensation plans (bonus and commission).
Your Security Matters:
Our candidates personal information and online safety are top of mind. Applied communicates with candidates only via a secure @ email address or through our official careers portal. Recruiters will never request payments or ask for financial account or sensitive personal information like Social Security numbers.
AI Utilization
We leverage AI tools to streamline parts of our recruitment workflow (such as resume parsing and interview scheduling). However final decisions are always conducted by real humans.
EEO Statement
Applied Systems is proud to be an Equal Employment Opportunity Employer. Diversity and Inclusion is a business imperative and is a part of building our brand and reputation. At Applied we dont discriminate and we are committed to recruit develop retain and promote regardless of race religion color national origin sexual orientation gender identity disability age veteran status and other protected status as required by applicable law.
#LI-Hybrid
#LI-US
Required Experience:
Senior IC
About Company
Applied offers innovative cloud-based insurance software embedded with AI capabilities to help agencies be more efficient and unlock new levels of growth.