FP & A Investment Analyst

Mosaic Insurance • New York, NY

34d • $95,000 - $125,000

About The Position

Mosaic Insurance is seeking a high-performing Analyst to support financial modeling, forecasting, and strategic analysis across the business. The role builds and maintains sophisticated financial models, conducts valuation and scenario analysis, and partners with finance leadership to inform senior-level decision-making. It is suited to a technically strong early-career professional with an investment banking, corporate finance, or financial services background who wants to apply rigorous modeling skills in a fast-growing, data-driven insurance environment.

The position supports budgeting and forecasting, evaluates business performance and strategic initiatives, and prepares executive- and board-ready reporting. It also contributes to improving data quality and reporting efficiency, and uses AI and emerging tools to enhance modeling, analysis, and productivity.

Requirements

• University degree in Finance, Economics, Accounting, Mathematics, or a related field.
• Up to 2–3 years of relevant experience in investment banking (M&A, capital markets, or coverage), transaction advisory or valuation, corporate finance or FP&A, or insurance or financial services.
• Advanced financial modeling skills, including three-statement modeling, forecasting, scenario and sensitivity analysis, and valuation techniques such as DCF, comparables, and precedent transactions where applicable.
• Ability to build, structure, and maintain complex models from scratch with precision, clarity, and discipline.
• Strong grasp of financial statement mechanics and how operational drivers flow through to results.
• Advanced Excel proficiency, including formulas, sensitivity toggles, and model auditing.
• Strong PowerPoint skills for executive- and board-level presentations.
• Practical experience using AI tools to enhance modeling, analysis, and reporting workflows.
• Rigorous attention to detail and a structured, logical, and skeptical approach to analysis.
• Ability to distill complex financial data into clear, actionable insights and recommendations.
• Confident communication skills, including the ability to defend analysis and engage with senior stakeholders.
• High motivation, intellectual curiosity, and a proactive approach.
• Strong work ethic and ability to manage multiple priorities under deadline pressure.
• Team-oriented and collaborative mindset.
• Comfort working in a fast-paced, high-intensity environment.

Nice To Haves

• Familiarity with data tools such as Power BI or SQL.

Responsibilities

• Build, maintain, and stress-test complex three-statement and scenario-based financial models to evaluate business performance, strategic initiatives, and capital allocation decisions.
• Assist in annual budgeting and quarterly reforecast processes, including bottoms-up model construction and driver-based assumptions.
• Conduct sensitivity analysis, scenario planning, and variance analysis against plan and prior periods; isolate and explain key drivers.
• Support valuation work and financial analysis for strategic projects, including M&A, capital structure, and business case evaluation.
• Produce high-quality, board- and executive-ready reporting packs and dashboards.
• Build and automate reporting workflows using Excel and PowerPoint, with clean, investment-banking-caliber presentation standards.
• Translate complex financial analysis into clear, defensible narratives and recommendations for senior leadership.
• Develop and maintain robust, auditable models and reporting tools using Excel and other technologies.
• Support improvements in data quality, structure, and reporting efficiency.
• Leverage AI and emerging tools to enhance modeling, analysis, and productivity.

Benefits

• Very competitive total rewards compensation package, reflecting growth of the business.
• Opportunity to build and grow with this class of business.
• True entrepreneurial culture.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level