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Form of work Our client, a dynamic company in the insurance sector, is seeking an Senior FP&A Analyst to join the Finance team. This is an exciting opportunity for a detail-oriented and analytical professional to contribute to the financial success of a thriving company.
Reporting directly to the Manager of FP&A, this candidate will play a key role in financial forecasting, budgeting, and strategic decision-making across our organization. Hybrid work model based on Long Island, with the flexibility to work 2-3 days per week in the office. Duties/Responsibilities: Contribute to the preparation of annual budgets, forecasts, and long-range financial plans.
Develop and maintain intricate financial models for various business units and projects. Analyze financial data to pinpoint trends, variances, and opportunities for improvement. Collaborate with cross-functional teams to gather pertinent information for financial analysis.
Support the monthly financial reporting process, encompassing variance analysis and management reporting. Distribute monthly, quarterly, and annual budget reports to department managers. Prepare ad-hoc financial analyses and reports to facilitate decision-making.
Continuously enhance financial processes and systems for improved efficiency and accuracy. Oversee and assist in various Banking and Treasury Functions, including ACH approvals. Conduct Cash Flow Analysis.
Execute cost-benefit analyses for process changes and other ventures as requested by upper management. Undertake other typical accounting tasks as needed. Participate in additional projects as required.
Uphold absolute discretion and confidentiality regarding sensitive information. Stay updated on industry knowledge by engaging in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Requirements: Bachelor's degree in Finance, Accounting, or a related field.
2-4 years of experience in financial planning and analysis, investment banking, or a similar role. Knowledge of accounting principles and financial statement analysis. Excellent communication and interpersonal skills, as well as keen attention to detail Proficiency in MS Office Suite, including intermediate to expert Excel and PowerPoint skills.
Proficiency in FIS/EAS, Prophix, and Crystal reporting is a plus. Strong financial modeling and analytical skills. CPA license is a plus..
Reporting directly to the Manager of FP&A, this candidate will play a key role in financial forecasting, budgeting, and strategic decision-making across our organization. Hybrid work model based on Long Island, with the flexibility to work 2-3 days per week in the office. Duties/Responsibilities: Contribute to the preparation of annual budgets, forecasts, and long-range financial plans.
Develop and maintain intricate financial models for various business units and projects. Analyze financial data to pinpoint trends, variances, and opportunities for improvement. Collaborate with cross-functional teams to gather pertinent information for financial analysis.
Support the monthly financial reporting process, encompassing variance analysis and management reporting. Distribute monthly, quarterly, and annual budget reports to department managers. Prepare ad-hoc financial analyses and reports to facilitate decision-making.
Continuously enhance financial processes and systems for improved efficiency and accuracy. Oversee and assist in various Banking and Treasury Functions, including ACH approvals. Conduct Cash Flow Analysis.
Execute cost-benefit analyses for process changes and other ventures as requested by upper management. Undertake other typical accounting tasks as needed. Participate in additional projects as required.
Uphold absolute discretion and confidentiality regarding sensitive information. Stay updated on industry knowledge by engaging in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Requirements: Bachelor's degree in Finance, Accounting, or a related field.
2-4 years of experience in financial planning and analysis, investment banking, or a similar role. Knowledge of accounting principles and financial statement analysis. Excellent communication and interpersonal skills, as well as keen attention to detail Proficiency in MS Office Suite, including intermediate to expert Excel and PowerPoint skills.
Proficiency in FIS/EAS, Prophix, and Crystal reporting is a plus. Strong financial modeling and analytical skills. CPA license is a plus..
