2 FP&A Associate Jobs in Charlotte, NC
Amwins Group, Inc. is Hiring a FP&A Associate Near Charlotte, NC
At Amwins, our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. We believe that by taking care of our employees, they will take care of our clients and the cycle will perpetuate.
- Primary Responsibility: FP&A and Data & Analytics
- Report, analyze and provide insights based on production data and other operating metrics.
- Create ad hoc templates, reports and analysis of production data for use by division managers to evaluate their business.
- Perform company-wide and divisional forecasting/modeling in support of various business initiatives
- Perform ad hoc financial and data driven analyses for Executive Team and five Divisions
- Teaching and working with others on the team to produce various analysis for the company and providing guidance/training to analysts on the team
- Work collaboratively across teams to collect and analyze data and feedback
- Effectively communicate and synthesize data and outcomes with visual aids
- Lead the creation of internal and external presentations for AmWINS divisions
- Play a significant role in the recruiting, training and development of analysts
- Primary Responsibility: Special Projects
- Analyzing business trends for the Executive Team and Division leadership
- Research into potential strategic initiatives and growth opportunities
- Developing strategy for the company in coordination with company leadership
- Secondary Responsibility: M&A duties will include participating in all phases of the acquisition process.
- Researching industry / product trends.
- Sourcing / researching M&A targets
- Networking and developing relationships with investment bankers and target company owners
- Valuation modeling
- Managing the diligence process
- Communicating and developing trusted relationships with the C-suite and divisional leadership on a regular basis
- Preparing Board materials and ad hoc analysis.
- Reporting deal findings to the Executive Team and Board of Directors.
- Post-deal integration support.
- Undergraduate degree and/or advanced degree, preferably with experience in accounting, finance, business or economics.
- 3 years of accounting or finance experience (analysis of financial statements, business operations, etc.)
- Ability to thrive in fast-paced environment and work on a team.
- Ability to manage competing priorities and meet deadlines.
- Leadership and management skills
- High level of motivation and work ethic.
- Strong written and verbal communication skills.
- Advanced competency within Excel, PowerPoint, Outlook required
- Extremely detail oriented and organized. Must be comfortable working on projects that require an extremely high level of organization, accuracy and attention to detail. Exemplary time management skills are critical for this role
- Team oriented / strong interpersonal skills. Must be comfortable working in dynamic and diverse teams, able to handle personalities and situations with a positive attitude
- Experience with Excel and working and manipulating financial data sets.
- Ability to think independently and take initiating actions.
- Competitive compensation package includes:
- Base salary
- Annual bonus
- Full benefits package available, benefits start first day of employment
- Generous Paid Time Off (PTO)
- Collaborative, continuing education focused work environment
- Career advancement opportunities
Job Summary
Full Time
Insurance
$71k-85k (estimate)
04/14/2023
06/15/2024
amwins.com
CHARLOTTE, NC
500 - 1,000
1991
Private
SCOTT M PURVIANCE
$500M - $1B
Insurance
Related Companies
About Amwins Group, Inc.
AmWINS provides property and casualty insurance brokerage and distribution services.
The job skills required for FP&A Associate include Accounting, Analysis, Leadership, Initiative, Presentation, Insight, etc. Having related job skills and expertise will give you an advantage when applying to be a FP&A Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by FP&A Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for FP&A Associate positions, which can be used as a reference in future career path planning. As a FP&A Associate, it can be promoted into senior positions as a Financial Associate (Corporate) II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary FP&A Associate. You can explore the career advancement for a FP&A Associate below and select your interested title to get hiring information.
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