Join an insurance firm as a Lead Financial Analyst on a remote basis. This role requires someone who started their career in audit / public accounting and then progressed to corporate FP&A.
Responsibilities:
- Lead core FP&A processes and monthly financial analysis, ensuring the integrity of financial results through validating assumptions, reconciling outputs, identifying anomalies, and applying strong accounting and finance principles.
- Own the annual operating expense planning and forecasting processes, including allocation methodologies, trend analysis and development of deep expertise in underlying financial drivers and details.
- Influence without direct authority to lead complex initiatives from concept through execution, create structure in ambiguous situations, and ensure critical deliverables and milestones remain on track.
- Identify and implement process improvements that increase efficiency, consistency, and reporting quality.
Skills required:
- Strong financial and accounting knowledge with the ability to independently evaluate results and challenge assumptions.
- Early experience in audit / public accounting essential.
- Experience leading complex financial processes, managing multiple workstreams, maintaining momentum, and communicating status effectively.
- Clear and concise communication skills with experience preparing executive-level analyses, presentations, and recommendations.
- Financial services or insurance industry experience
- CPA, CFA, and/or experience leveraging or implementing Workday, Power BI, Tableau, Adaptive Planning, Hyperion, or similar reporting and planning tools preferred.
Please apply or contact [email protected]
