Riley Sessions

About Riley Sessions

I’m a Senior Financial Analyst at USI, supporting our largest line of business—Commercial…

Experience

1. Senior Financial Analyst

   USI Insurance Services

   May 2019 — Present · Seattle, WA, US

   Analyze monthly production results to determine the breakout of production revenue to produce a revenue roll-forward by line of business, by operating company prior to month end close deadline.• Review accuracy of transactions entered by Accounting Center staff and loaded from other source systems using the forecast/budget tool and SAP.• Prepare monthly forecast by line of business and operating company.• Ensure accuracy of HR data; review actual results trend to forecasted trend• Review and update new and lost business data with practice leaders and managers• Review revenue forecast to CRM pipeline• Review revenue trailing trends, modify forecast as necessary• Update expense forecast• Prepare narrative analysis for Operating company results and communicate all appropriate parties (prior year, prior forecast and budget comparisons)• Review producer compensation calculation• Monthly financial close and reporting including production analysis, producer compensation, audits and charge backs, closing journal entries and preparation of management reports.• Coordinate and review compensation settlements for sales professionals in the region• Provide Accounting Center analyst with entries needed in the general ledger if issues found in review.• Prepare annual budget by line of business and operating company. Work with Practice, OpCo leaders and Operating managers to insure inclusion of all expenses, revenue and/or new initiatives.• Budget is generally 3 rounds prior to finalization and happens concurrently with forecasting.• Validate/audit corporate producer awards incentive data quarterly.• Prepare Corporate analysis reports for Operating Company/Region as requested on a monthly or ad-hoc basis.• Collaborate with Corporate Finance/IT department to continually improve data flows, reporting systems and analysis.• Other projects and analysis as requested from RCFO, Regional/OpCo leaders or Corporate Finance/Accounting.

Skills

• Accounts Payable
• Employee Benefits
• Management
• Account Reconciliation
• Microsoft Excel
• Leadership
• Accounts Receivable
• General Ledger
• Time Management
• Financial Statements
• Customer Service
• Financial Analysis
• Project Accounting
• Budgets
• Finance
• Insurance
• Accounting