Financial Analyst III - Forecast
Sedgwickcms 3.3420 reviews - Memphis, TN

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Financial Analyst III - Forecasting


Continuing revenue growth rates and progressive employment practices make Sedgwick Claims Management Services the place where great people can do great things for clients while maximizing their career possibilities. We have earned a reputation for innovation, quality, sustained growth, financial stability and a colleague-friendly work environment. We are proud to have been voted the Best TPA in America and the first and only Third Party Administrator to receive the coveted Employer of Choice designation. Come be a part of our team and "Claim Your Future." PRIMARY PURPOSE : To gather and analyze financial data in the budget/forecast process; to generate ad hoc reporting; and to ensure income statements reflect accurate information.


  • Gathers and analyzes financial data during the budget/forecast process; maintains and administers budget database including budget/forecast reporting.
  • Generates reporting and analysis as requested by management.
  • Ensures income statements reflect accurate information.
  • Maintains a thorough understanding of current and new finance programs and initiatives; makes recommendations for enhancements and improvements.
  • Communicates issues, project status and other applicable information to management.

  • Completes special projects as assigned.
  • Performs other duties as assigned.
  • Support s the organization's quality program(s).
  • Travels as required.

  • Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
  • Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
  • Provides support, guidance, leadership and motivation to promote maximum performance.

    Education & Licensing
    BS/BA degree or equivalent preferred. Major in accounting field preferred. Certified Public Account (CPA), Certified Internal Auditor (CIA) or Certified Information Systems Auditor (CISA) certification strongly preferred. Each year of related work experience beyond the requirement equates to one (1) year of post secondary education.

    Five (5) years accounting and financial analysis experience required. AS/AA degree may substitute for one (1) year of experience; BS/BA degree may substitute for two (2) years of experience; MS/MA degree may substitute for three (3) years of experience.

    Skills & Knowledge
    • Knowledge of general ledger and forecasting software
    • Strong Microsoft Excel knowledge
    • Strong oral and written communication, including presentation skills
    • PC literate, including Microsoft Office products
    • Strong analytical and interpretive skills
    • Strong detail orientation
    • Strong organizational skills
    • Good interpersonal skills
    • Ability to prioritize and multi-task
    • Ability to work in a team environment
    • Ability to meet or exceed Performance Competencies
    When applicable and appropriate, consideration will be given to reasonable accommodations.

    Mental: Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines

    Physical: Computer keyboarding, travel as required

    Auditory/Visual: Hearing, vision and talking

    NOTE : Credit security clearance, confirmed via a background credit check, is required for this position.

    The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.

    Sedgwick CMS is an Equal Opportunity Employer

    and a

    Drug-Free Workplace

    Additional Information:

    About this company
    3.3420 reviews
    Unlike Kyra, this Sedgwick probably can't play the "Six Degrees of Kevin Bacon" game, but it can help employers save a little bacon playing...