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Financial Analyst

Tax and Insurance sought by Mayflower Tax and Insurance Inc. in Plano, TX.

Applicants who are interested in this position may send a resume to texas@mayflowerbusinessgroup.com. In the email subject line, include “Financial Analyst - Tax and Insurance”.

Financial Analyst - Tax and Insurance sought by Mayflower Tax and Insurance Inc. in Plano, TX, to develop and apply quantitative techniques to optimize financial decision-making, particularly in tax planning and insurance, while also supporting other service areas with financial insights and data-driven strategies.

MAYFLOWER TAX AND INSURANCE INC. is a professional company founded by Brazilians specializing in tax, insurance, and financial consulting services. With a clear vision, it helps small business owners who are often very immersed in their day-to-day operations and can overlook critical issues, especially in the area of tax and finance. Given the complexity and volume of laws and regulations in these areas, MAYFLOWER TAX AND INSURANCE INC. believes that its services are essential to achieving optimal business results and ensuring that businesses do not pay excessive taxes and insurance costs.

Duties include: Applying mathematical and statistical techniques to analyze tax implications, insurance valuations, and develop strategies to optimize client outcomes in these areas. Developing and maintaining financial models to support tax forecasting, risk assessment, insurance pricing, and other financial aspects of the company's service offerings. Providing actionable insights for tax planning strategies, ensuring compliance with current regulations. Collaborating with the bookkeeping and payroll teams to ensure accurate financial records, identify trends, and suggest improvements to enhance client services. Assisting clients with financial decision-making by providing detailed analysis and personalized recommendations for tax strategies, insurance coverage, and financial planning. Conducting cost-benefit analysis on various financial strategies and services offered by the company to identify opportunities for efficiency and profitability improvement. Identifying potential financial risks associated with client portfolios, tax strategies, and insurance policies, and recommend mitigation strategies. Advising clients on aspects of capitalization, such as amounts, sources, or timing. Evaluating and comparing the relative quality of various securities in each industry. Interpreting data on price, yield, stability, future investment-risk trends, economic influences, and other factors affecting investment programs.

This position requires a Bachelor’s degree in Finance, Accounting, Economics, or a related field, or a foreign equivalent degree. 24 months of experience as a Financial Analyst or a related position. Fluency in Portuguese. Knowledge of Power BI and advanced Excel skills. Alternatively, we will also consider candidates with an Associate's degree (or a foreign equivalent) in Finance, Accounting, Economics, or a related field. The same requirements apply: you'll need at least two years of experience in a related role, fluency in Portuguese, and solid skills in Power BI and advanced Excel.