Senior Financial Analyst, FP&A

Description

The Senior Financial Analyst will play a critical role in supporting financial planning, analysis, and reporting for our Claims Solutions Division. This is a hands-on and highly analytical role that will cross-functionally partner with our Accounting, Finance, Operations, and Sales teams. The Senior Financial Analyst will utilize advanced accounting principles and financial modeling techniques to provide insights that drive strategic decision-making and optimize financial performance. The ideal candidate excels in fast paced environments and possesses deep expertise in corporate finance, accounting, finance transformation, budgeting, forecasting, and financial modeling. Role is office-based in our Jersey City, NJ location, which has a flexible hybrid work model.

Responsibilities

Month-End Financial Close:

• Manage the month-end close process for the Claims Business Unit and your specific areas
• Conduct detailed variance analysis against budgets and forecasts
• Work closely with the accounting and finance teams to ensure timely and accurate completion of month-end close activities, including journal entries, account reconciliations, and financial statement preparation
• Review and validate financial data to ensure completeness and accuracy, resolving any discrepancies or issues promptly

Financial Modeling, Analysis & Reporting:

• Develop, maintain and own comprehensive financial models that drive business decision-making and strategic planning
• Prepare and present detailed financial reports to senior management, highlighting key insights, trends, and financial risks and opportunities
• Assist in the development and review of presentation materials intended for Executives and the internal Claims Business Unit Leadership Team

Budgeting & Forecasting:

• Take ownership of the annual budget, quarterly forecast and multi-year planning process for the Claims Business Unit and your business partners, ensuring deadlines and deliverables are met
• Collaborate with Business Unit stakeholders to gather and analyze financial data for accurate budget and forecast development
• Prepare and update financial forecast models, considering trends, market conditions, and company performance

Data Management and System Improvement:

• Work closely with our corporate partners to maintain and enhance financial systems, as well as to ensure accuracy and integrity of financial data
• Leverage advanced data analytics and financial software tools to support data-driven decision-making and improve reporting processes
• Identify and drive process improvements, including the creation and enhancement of standard ad-hoc reports, presentations, and dashboards

Key Finance Business Partner:

• Build strong relationships with partners, and work collaboratively with cross-functional teams to provide financial guidance and support for various projects and initiatives
• Prepare and present analysis during business reviews, translating complex data into actionable insights

Qualifications

What We Look For in You:

• 4-6 years experience in FP&A, strategic finance, or corporate finance with demonstrated P&L management
• Proven track record managing operating expense budgets, driving forecasts and delivering variance analysis for business partners
• Comfortable operating in ambiguity and building processes from scratch in a fast-growing environment
• Strong financial modeling and analytical skills, with thorough knowledge of financial statements and accounting principles
• Technical Proficiency : Advanced Excel, experience with planning tools (i.e. Anaplan, Oracle, Netsuite), and familiarity with BI tools for data analysis (PowerBI, Tableau, etc.)
• Excellent communication and presentation skills , with the ability to convey financial information clearly to diverse audiences
• Meticulous Attention to Detail: Committed to detail and accuracy, highly organized, and takes pride in delivering reliable work
• Possesses a positive can-do attitude: Intellectually curious with ability to work well both independently and within a team environment
• Strategic Business Partner: Strong experience collaborating with cross-functional teams within a highly matrixed organization
• Self-starter Mindset: Proactive approach to identifying and resolving discrepancies or issues, with a focus on improving processes
• Time Management: High degree of time management and demonstrates adaptability when changes are required. Ability to manage multiple priorities and meet deadlines in a fast-paced environment

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