Sr. Financial Analyst

Position Summary

We are seeking a highly motivated and analytical Senior Financial Analyst to join our Finance team. This role combines financial planning & analysis with accounting, providing meaningful insight into business performance through budgeting, forecasting, financial modeling, variance analysis, and management reporting. The ideal candidate is a self-starter who enjoys solving complex business problems, has advanced Excel skills, and can effectively partner with leaders across the organization.

Insurance industry experience is preferred but not required.

Key Responsibilities

• Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior periods.
• Develop and maintain financial models to support forecasting, budgeting, strategic initiatives, and business decisions.
• Assist in the annual budgeting and quarterly forecasting processes.
• Analyze financial and operational trends, identify key drivers, and communicate actionable insights to management.
• Partner with accounting during the monthly close process to ensure accurate financial reporting.
• Reconcile financial data between accounting and FP&A systems while maintaining data integrity.
• Support management reporting, executive presentations, and Board reporting.
• Evaluate business performance and provide recommendations to improve profitability and operational efficiency.
• Assist with ad hoc financial analysis, special projects, and strategic initiatives.
• Continuously improve financial reporting processes through automation and enhanced reporting tools.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5 years of progressive experience in FP&A, accounting, or corporate finance.
• Strong understanding of financial statements and accounting principles.
• Financial modeling experience strongly preferred.
• Advanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, and financial modeling.
• Experience with budgeting and forecasting processes.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Ability to manage multiple priorities while meeting deadlines.
• Strong written and verbal communication skills.
• Self-motivated with the ability to work independently and collaboratively across departments.

Preferred Qualifications

• Insurance industry experience (Property & Casualty, MGA, or broader insurance operations) is a plus.
• Experience with ERP systems such as Microsoft Dynamics 365 or similar platforms.
• Experience with Power BI or other business intelligence tools is a plus.

Key Competencies

• Financial Analysis
• Variance Analysis
• Financial Modeling
• Budgeting & Forecasting
• Accounting Knowledge
• Advanced Excel
• Critical Thinking
• Process Improvement