Senior Financial Analyst, FP&A

• This is an on-site position located in Roslyn, NY**
  
  

Position Summary: The Senior Financial Analyst, FP&A will serve as a key finance partner responsible for budgeting, forecasting, variance analysis, management reporting, and decision-support analysis for the Finance department. This experienced individual contributor will own recurring FP&A processes, build repeatable models and reporting packages, and provide executive-ready insights that support leadership decisions.

The ideal candidate has experience in FP&A, accounting, corporate finance, insurance finance, or regulated financial services and possesses strong financial modeling, analytical judgment, and communication skills. This role requires the ability to translate financial results into concise business recommendations and partner effectively with Finance and cross-functional leaders.

Essential Duties & Responsibilities:

Financial Planning & Forecasting

• Own and maintain annual budget and rolling forecast models, including assumptions, templates, timelines, and version control.
• Build and manage the FP&A calendar, department input process, review cadence, and approval timeline.
• Partner with department leaders to collect inputs, validate assumptions, challenge trends, and explain business drivers.
• Develop scenarios and sensitivities for premium, expense, claims/loss, cash-flow, investment, and operational drivers as applicable.
• Support cash-flow forecasting and liquidity analysis in partnership with Treasury and Finance leadership.
• Support long-range planning, staffing analysis, and strategic initiatives with accurate and timely financial analysis.
  
  

Management Reporting & Variance Analysis

• Prepare the monthly financial performance package for Finance leadership and executive review.
• Analyze actual results versus budget, forecast, and prior periods; identify key risks, opportunities, and business drivers.
• Develop KPIs, dashboards, and recurring reports aligned with Finance and executive leadership needs.
• Convert financial results into concise narratives, takeaways, and recommendations for management, executive, and board materials.
  
  

Business Partnership, Process & Controls

• Serve as a finance partner to department leaders, helping them understand spend, performance, and forecast implications.
• Coordinate with the Financial Reporting team to align actuals, close timing, accruals, and variance explanations.
• Improve FP&A models, templates, reporting packages, documentation, and version-control discipline to increase repeatability.
• Maintain a clear audit trail of assumptions, data sources, inputs, revisions, approvals, and management reporting support.
  
  

Education & Qualifications:

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field.
• 4-7 years of experience in FP&A, accounting, corporate finance, insurance finance, or regulated financial services.
• Advanced Microsoft Excel financial modeling skills and strong PowerPoint / executive presentation ability.
• Demonstrated experience with budgeting, forecasting, monthly close, accruals, reporting packages, and variance analysis.
• Solid understanding of financial statements, general ledger data, and Finance/Accounting workflows.
• Ability to analyze large data sets, validate results, and communicate insights clearly to Finance and non-finance stakeholders.
• Excellent written and verbal communication skills with a focus on clarity, business partnership, and executive-level summarization.
  
  

Preferred Attributes

• Insurance, reinsurance, premium, claims/loss, cash-flow, investment reporting, or regulated financial services exposure.
• Experience with Power BI, SQL, data visualization tools, ERP/financial reporting systems, or process automation.
• CPA, CFA, MBA, or progress toward a relevant certification preferred.
• Detail-oriented with strong analytical judgment, problem-solving skills, ownership, and comfort working in a lean Finance team.
  
  

The actual compensation for this position will be determined by experience and other factors permitted by law.