FP&A Specialist

UNIVISTA HOLDINGS LLC•Miami Springs, FL

3d•$85,000 - $100,000•Onsite

About The Position

Univista Insurance is seeking an FP&A Specialist to support the Finance team with financial planning, forecasting, reporting, analysis, and business performance management. This role will work closely with Finance and cross-functional teams to provide accurate financial information, identify trends and variances, and help leadership make informed business decisions. The ideal candidate is analytical, detail-oriented, and comfortable working with financial data. They should be able to organize and analyze large amounts of information, build and maintain financial reports and models, and communicate findings clearly. This role is well suited for someone looking to grow their career in FP&A while gaining exposure to budgeting, forecasting, financial performance, and strategic business analysis.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field
2-5 years of experience in FP&A, financial analysis, accounting, corporate finance, or a related field
Strong analytical and problem-solving skills with a high level of attention to detail
Strong Microsoft Excel skills, including formulas, pivot tables, lookups, and data analysis
Basic understanding of financial statements, budgeting, forecasting, and variance analysis
Ability to analyze financial information and identify trends, inconsistencies, and opportunities
Strong organizational skills with the ability to manage multiple priorities and deadlines
Excellent written and verbal communication skills
Ability to explain financial information clearly to both Finance and non-Finance stakeholders
Ability to work effectively in a fast-paced and growing organization

Responsibilities

Support the annual budgeting and financial planning process by collecting, organizing, and analyzing financial and operational data
Assist with monthly, quarterly, and annual forecasting activities
Maintain financial models and forecasting tools used to support business planning
Gather assumptions and supporting information from department leaders and Finance stakeholders
Assist in updating forecasts based on actual business performance and changing assumptions
Identify trends and potential variances that may impact financial performance
Prepare recurring financial reports and analysis for Finance and business leadership
Analyze actual results against budget, forecast, and prior-period performance
Investigate variances and identify the primary drivers behind changes in revenue and expenses
Track key financial and operational performance indicators
Prepare supporting schedules, reports, and analyses for monthly and quarterly business reviews
Translate financial data into clear insights and recommendations for internal stakeholders
Perform ad hoc financial analysis as requested by Finance leadership
Build and maintain financial models, spreadsheets, and analytical tools to support business decisions
Perform scenario and sensitivity analysis to evaluate potential business outcomes
Analyze revenue, expenses, profitability, headcount, and other key financial metrics
Consolidate data from multiple sources and ensure accuracy and consistency
Identify trends, opportunities, and potential risks through quantitative analysis
Continuously improve financial models and reporting tools to increase efficiency and accuracy
Partner with Accounting, Operations, Sales, Marketing, and other departments to collect and validate financial information
Work with business leaders to understand the operational drivers behind financial results
Support Finance leadership in preparing analysis and presentations for management
Develop strong working relationships across departments to ensure timely and accurate reporting
Provide financial support and analysis for new initiatives, projects, and business opportunities
Assist in improving FP&A processes, reporting procedures, and financial models
Identify opportunities to automate recurring reports and reduce manual work
Ensure financial data is accurate, complete, and properly documented
Maintain organized documentation and supporting schedules for financial analyses
Support the development of standardized reporting and analytical processes as the company continues to grow.