AGWS Response to COVID-19


Home » About Us » Careers » Senior Financial Analyst

Senior Financial Analyst


This position is responsible for the preparation and review of analysis for company leadership.  The position is also charged with budgeting, forecasting, KPI’s and financial analysis activities as well as performing complex advanced reconciliations.

Required Education and Experience

  • Bachelor’s Degree in Accounting, Finance, or related field
  • 2-5 years of accounting experience that would enable performance of the full scope of the position
  • Intermediate knowledge of MS Office products (Outlook, Word, Excel) & related software applications
  • Strong mathematics proficiency

Preferred Education and Experience

  • 5+ years of accounting or finance experience
  • CPA and/or Master’s degree
  • Experience with Great Plains and/or similar accounting software
  • Previous experience at a warranty administration company
  • Typing skills of 35 WPM or more


Position Type/Expected Hours of Work

  • Full-time position
  • Standard days are Monday through Friday
  • Standard hours are 40 hours per week
  • Must be willing and have the ability to work additional hours during peak business needs and occasional weekend hours, as requested
  • Must be willing to adjust work hours depending on Manager’s scheduling requirements



To perform the job successfully, an individual should demonstrate the following competencies to perform the essential functions of this position.

  • Problem solving—the individual identifies and resolves problems in a timely manner and gathers and analyzes information skillfully
  • Interpersonal Skills—the individual maintains confidentiality, remains open to others’ ideas, and exhibits willingness to try new things
  • Oral communication—the individual speaks clearly and persuasively in positive or negative situations, demonstrates group presentation skills, and conducts meetings as required
  • Written Communication—the individual edits work for spelling and grammar, presents numerical data effectively and is able to read and interpret written information
  • Planning/organizing—the individual prioritizes and plans work activities, uses time efficiently and develops realistic action plans
  • Quality control—the individual demonstrates accuracy and thoroughness and monitors own work to ensure quality
  • Adaptability—the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays, or unexpected events
  • Dependability—the individual is consistently at work and on time, follows instructions, responds to management direction, and solicits feedback to improve performance
  • Safety and security—the individual actively promotes and personally observes safety and security procedures, and uses equipment and materials properly

Essential Functions

  • Prepare, consolidate, and analyze financial data/reports that compare actual results to budget, prior years and other key metrics (KPI’s)
  • Assist in preparation of monthly, quarterly, and annual financial statements and preparation for review by internal and external sources
  • Support the annual operating budget, forecast and capital budget processes
  • Work with department managers to provide support in understanding budgetary reports
  • Perform standard and ad-hoc analysis to support management in month-end close analysis, audits, policy compliance, taxes, annual budget process, management reporting and other projects
  • Provide creative alternatives and recommendations to reduce costs and improve financial performance
  • Identify trends, advise the company, and recommend actions based on sound analysis
  • Main point of contact to train, coach, and mentor team members with departmental functions
  • Assist the department Supervisor and/or Manager with team members in department functions to ensure staff members meet or exceed the standards, results, and responsibilities of their respective positions
  • Communicate and resolve issues in a professional, timely and tactful manner while keeping leadership informed of employee concerns, issues, and problems
  • Maintain ongoing two-way communication promoting professionalism, teamwork, positive employee morale, and outstanding customer service
  • Build, strengthen and maintain positive business relationships by establishing rapport with internal and external personnel
  • Responsible to develop, document and implement continuous and evolving updates and creation of standard departmental operating procedures that will be used for team training as guidance and knowledge to ensure compliance and best practices
  • Maintain the highest level of confidentiality by determining which information is confidential and should be limited and not conveyed to unqualified parties
  • Perform and improve current accounting functions within the organization and successfully complete duties in a timely manner
  • Provide support for internal or external audits as assigned
  • Address customer issues and ensure effective and long-term problem resolution
  • Provide timely feedback to management concerning possible problems, service failures or recommendations to implement areas of improvement
  • Return phone messages and emails within one business day
  • Provide accurate updates for calls received
  • Promote professionalism reflecting the highest level of moral and ethical behavior as a role model for the staff
  • Perform special projects and other related duties as assigned

The duties listed above are not designed to cover or contain a comprehensive listing; they are intended only as illustrations of the various types of work that may be performed. The omission of specific duties, responsibilities and activities does not exclude them from the position as they may change at any time with or without notice.


Headquartered just outside of Chicago, Illinois, AGWS is an innovative provider of administration services for Agents and Dealers offering vehicle protection products, limited warranties, and a variety of environmental and aftermarket products across the United States. Since its inception in 1998, the goals of AGWS are to offer superior claim processing, exceptional customer service, and unrivaled profitability options. Products are insured by “A” or “A-” (Excellent) rated carriers. AGWS is part of the American Guardian Group of Companies and enjoys an A+ rating with the Better Business Bureau.




Facebook Facebook Twitter

© Copyright American Guardian Warranty Services, Inc. 2022 All Rights Reserved.
AGWS is Part of the American Guardian Group of Companies.

Privacy Policy