Financial Analyst
Apply NowCompany: Roessel Joy
Location: Newton, MA 02458
Description:
Job Description
A real estate development company is seeking to hire a Financial Analyst. Ideally looking for a candidate who has lending experience and is familiar with QuickBooks Online and Bill.com. Additionally, need someone who is proficient in Excel and has earned their degree in accounting and/or finance.
Responsibilities
Develop annual financial plans and budgets across multiple specialty-insurance business lines
Working closely with business leaders, maintain rolling forecasts based on trends and business input
Develop and maintain management reports and KPIs. Conduct variance analysis to compare actual results to budgets and forecasts. Provide analytical insights for decision-making
Be the go-to business partner for ad-hoc analyses and provide support for regular divisional presentations and reports
Leverage Excel, Anaplan and reporting tools to enhance modelling and reporting capabilities
Requirements
University degree and seven-plus years' relevant experience
Prior experience with financial modelling, either in an FP&A, investment banking or similar role is required and prior experience in insurance FP&A is strongly preferred
Strong technical skills in Excel are required, with preference given to those with those with QuickBooks Online or other financial planning software skills
Strong presentation and communication skills
Ability to work in a fast-paced environment, be a self-starter, and willingness to adapt as needed
A real estate development company is seeking to hire a Financial Analyst. Ideally looking for a candidate who has lending experience and is familiar with QuickBooks Online and Bill.com. Additionally, need someone who is proficient in Excel and has earned their degree in accounting and/or finance.
Responsibilities
Develop annual financial plans and budgets across multiple specialty-insurance business lines
Working closely with business leaders, maintain rolling forecasts based on trends and business input
Develop and maintain management reports and KPIs. Conduct variance analysis to compare actual results to budgets and forecasts. Provide analytical insights for decision-making
Be the go-to business partner for ad-hoc analyses and provide support for regular divisional presentations and reports
Leverage Excel, Anaplan and reporting tools to enhance modelling and reporting capabilities
Requirements
University degree and seven-plus years' relevant experience
Prior experience with financial modelling, either in an FP&A, investment banking or similar role is required and prior experience in insurance FP&A is strongly preferred
Strong technical skills in Excel are required, with preference given to those with those with QuickBooks Online or other financial planning software skills
Strong presentation and communication skills
Ability to work in a fast-paced environment, be a self-starter, and willingness to adapt as needed