Sr Financial Analyst

Overview

A growing financial services organization is seeking a Sr. Financial Analyst to oversee operating expenses for assigned business areas. This role involves leading planning and forecast cycles, developing insightful reporting and analysis, and managing planning systems and models that support budgeting, forecasting, and reporting processes.

Responsibilities

• Create meaningful reports and insightful analysis to inform decision making.
• Lead planning and forecasting for operating expenses.
• Administer planning systems, maintain and enhance financial models.
• Perform month-end responsibilities including accruals, allocations, and miscellaneous journal entries.

Requirements

• Bachelor’s degree or equivalent experience.
• Minimum 3 years of experience in financial planning & analysis (FP&A), finance, business analytics, financial systems or operations; insurance industry experience preferred.
• Excellent written and verbal communication skills, including the ability to tailor communication to different audiences, simplify complex numbers for business decisions, and choose appropriate communication channels.
• Strong relationship-building skills with business leaders at various organizational levels.
• Experience supporting, maintaining, enhancing, or administering financial planning, budgeting, forecasting, or reporting systems; experience with Anaplan model building preferred.
• Deep understanding of business strategy and value drivers.
• Highly developed analytical and problem-solving skills with strong attention to detail.
• Growth mindset with a desire and ability to continuously learn and improve.
• Ability to innovate to create efficiencies, redefine processes, and advance team capabilities, including leveraging AI where applicable.
• Ability to manage stressful situations and changing priorities effectively.
• Proficiency with Excel and business intelligence tools such as Power BI or Tableau.
• High school diploma required.

Compensation & Benefits

• Hourly salary range: $87,900 – $146,500.
• Eligibility for annual bonus programs.
• Flexible full-time or hybrid telecommuting arrangements.
• 401(k) plan with immediate vesting and company matching up to 6%.
• Paid time off including vacation, sick time, flex days, and ten paid holidays.
• Company matching for charitable giving.

Location & Work Authorization

• Applicants must be currently authorized to work in the United States at hire and maintain authorization throughout employment.
• Employer does not provide work visa sponsorship or support for this role.

Remote Work Requirements

• Minimum internet speed: 100 Mbps download and 20 Mbps upload.
• Acceptable internet types: Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
• Not permissible: Satellite, cellular broadband, wireless technologies, or wired dial-up.

Additional Information

• Candidates will be required to participate in video interviews after the initial phone screen.
• Identity verification measures will be taken to ensure candidates are not seeking employment fraudulently.
• Failure to comply with verification procedures may result in disqualification, withdrawal of job offer, or termination of employment.