FP&A Sr. Analyst

Summary:

We are seeking an experienced and highly motivated FP&A Sr. Analyst to join our financial planning and analysis team. The FP&A Sr. Analyst will be responsible for supporting the forecasting, budgeting, and financial analysis processes, as well as internal financial reporting. The ideal candidate will bring strong analytical skills, a collaborative mindset, and a proactive approach to driving the financial success of our organization.

Responsibilities:

Financial Analysis:

• Conduct detailed financial analysis to assess business performance, identify trends, and highlight areas of improvement.
• Prepare financial reports, dashboards, and presentations for senior leadership and stakeholders.

Budgeting and Forecasting:

• Assist in the development of annual budgets and periodic forecasts for multiple business units and shared service departments.
• Collaborate with business units to gather relevant data and assumptions for budgeting and forecasting purposes.
• Monitor budget variances and provide explanations for deviations from plan.

Financial Modeling:

• Develop and maintain financial models to support strategic initiatives, scenario analysis, and long-term financial planning.
• Ensure accuracy and integrity of financial models through regular updates and validation processes.

Performance Metrics and Reporting:

• Track key performance metrics for Underwriting and Production, including revenue, profitability, and underwriting metrics.
• Generate routine and ad-hoc reports to monitor business performance and communicate financial results to stakeholders.
• Work closely with cross-functional teams to improve reporting processes.

Business Partnering:

• Collaborate with various departments, including underwriting, remittances, and claims, to support strategic initiatives.
• Foster strong relationships with internal stakeholders and contribute to a culture of collaboration and continuous improvement.

Requirements:

• Bachelor's degree in finance, Accounting, or a related field.
• MBA or advanced degree is a plus.
• Minimum of 3-5 years of experience in financial analysis, FP&A, or a similar finance role.
• Proficient financial modeling and analytical skills, uses sound analytical reasoning to solve difficult problems.

• Advanced Excel skills required; experience with financial planning software (e.g., Hyperion/SmartView/Solution 7)

• In-depth knowledge of accounting principles, financial statement analysis, and management reporting. NetSuite EPM is a plus.
• Excellent communication, presentation, and interpersonal skills.
• Strong attention to detail, problem-solving abilities, and a results-driven mindset.
• Demonstrates effective time management and ability to prioritize tasks.
• Quick learner, self-motivated, and able to work autonomously.