Financial Planning & Analysis Associate

Overview

The organization is seeking a highly analytical Financial Analyst to join the corporate finance team. This role supports the Financial Planning & Analysis (FP&A) function and contributes to annual budgeting, rolling forecasts, long-range strategic planning, and executive-level analysis.

This is a remote position.

Responsibilities

• Financial Planning & Forecasting: Build, maintain, and scale financial models to support annual budgeting, rolling forecasts, and long-range strategic planning.
• Corporate Planning Systems: Administer and optimize financial planning software (e.g., Workday Adaptive Planning), ensuring data integrity, streamlined reporting structures, and aligned actuals-to-budget workflows.
• M&A and Valuation Support: Review financial data from acquisition targets to evaluate run-rate performance and verify historical data structures.
• Quality of Earnings (QoE) Tracking: Analyze and trace Quality of Earnings (QoE) adjustments, including pro forma adjustments, non-recurring expenses, and post-acquisition synergies to reflect true economic performance.
• Data Visualization & Analytics: Design, implement, and automate interactive executive dashboards and operational KPI reports using data visualization tools (e.g., Power BI, Tableau).
• Variance & Performance Reporting: Perform monthly and quarterly financial variance analysis (Actual vs. Budget/Forecast), providing actionable commentary to leadership and private equity stakeholders regarding key business drivers.

Requirements

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
• Experience: 5+ years of progressive experience in corporate finance, financial analyst roles, or transaction advisory services, with private equity-backed corporate experience or a highly acquisitive environment strongly preferred.

Advanced Technical Skills

• Expert-level proficiency in Microsoft Excel, including advanced formulas, financial modeling architecture, and large data set manipulation.
• Experience maintaining robust reporting models in Excel while longer-term systems are optimized.
• Hands-on experience using Workday Adaptive Planning (or equivalent enterprise corporate planning solutions).
• Familiarity with Power BI or Tableau.

Preferred/Functional Competencies

• Strong conceptual understanding of transaction financial mechanics, including EBITDA adjustments, non-recurring add-backs, and QoE reporting workflows.
• Familiarity with the insurance agency sector, brokerage metrics (e.g., commission structures, retention rates, organic growth), or general recurring-revenue models is highly advantageous.
• Exceptional written and verbal communication skills, with the ability to distill complex data into clear strategic narratives for executive and investor audiences.
• Comfortable working autonomously in a fully remote environment.