ASSOCIATE, STRATEGY AND FINANCIAL PLANNING

Oceanview Life & Annuity•New York, NY

4h•Hybrid

About The Position

Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning. Reporting directly to the CFO and working closely with the CEO, the Associate will support financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A). The role maintains and enhances the Company’s financial projections, develops budgets and scenario analyses, and evaluates financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. It also supports evaluation of M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects. The Associate will have the opportunity to influence Oceanview’s strategic direction and business decisions, gain broad exposure to financial and operational activities, and interact regularly with executive leadership. The role collaborates with teams across Oceanview and Bayview Asset Management, with additional exposure to Controller and Treasury functions. The position is based in New York, NY, and is hybrid, with three days per week in the office. Expected base salary is $100,000–$150,000, with the opportunity for incentive compensation, including bonus compensation.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
Strong foundation in financial statements, accounting principles, and financial modeling, including the ability to build and interpret integrated financial projections.
Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
Ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
High accuracy and attention to detail when working with financial data and models.
Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
Ability to move between detailed analysis and broader strategic considerations.
Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
Adaptability, initiative, and ability to perform effectively in a fast-paced environment.
Professionalism, integrity, and discretion when handling confidential business and financial information.

Nice To Haves

Experience with M&A analysis, valuation, insurance, or financial services.

Responsibilities

Maintain and update the Company’s financial projections and underlying models, ensuring accuracy, consistency, and alignment with business assumptions.
Support annual budgeting and periodic forecasting, including coordinating inputs and analyzing key financial drivers.
Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Support evaluation of potential mergers, acquisitions, partnerships, capital-raising opportunities, and new business initiatives through financial modeling, research, and analysis.
Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.