Senior or FP&A Analyst
About The Position
We are looking for a dynamic, agile, and creative individual with strong data and analytics capabilities, who is able to bridge analytics with business management. You will help to architect new approaches that will leverage your data and analytics skills to provide better visibility into financial systems and strategy. You will help to develop insights that enable leadership to make effective, data-driven decisions, with broad impact across the organization. The ability to identify areas for process improvement, and to advocate a well-reasoned and empirically sound perspective to help further business objectives, is essential. This person is a strong listener, able to ensure collated business and technology strategies are reflected in the vision on how to build and operationalize analytics models using technology. This individual will provide hands-on consultancy, collaboration and support to internal clients and project teams in designing and delivering business and data analytics work. The Senior or FP&A analyst specializes in collecting, organizing/aggregating, and analyzing data to accurately report their findings for purpose of decision-making and strategic initiatives. The ability to communicate those results effectively is essential.
Requirements
- 3+ years of experience within Life insurance (reinsurance)
- Understanding of US GAAP, US Statutory, and/or Life Insurance tax accounting principles
- High level of proficiency in MS Office Suite, particularly Excel
- Exceptional analytical, logical reasoning and problem-solving skills
- Excellent verbal and written communication skills
- Exemplary teamwork skills as well as excellent interpersonal skills
- Self-starter: able to initiate, prioritize, and complete assignments with minimal supervision
- Eagerness and ability to learn and adapt technologies, industry practices, tools, and trends
- Strong organizational skills, strong project management skills, attention to detail and continuous process improvement mindset
- Energetic, strong work ethic, resilient, collaborative, ability to juggle multiple projects at once and personally committed to achieving success
Nice To Haves
- Experience working with BI Software a plus (e.g., MS Power BI, Tableau, etc.)
- Candidate with CPA or MBA a plus
- Experience writing SQL queries and an understanding of data warehouse structures a plus
Responsibilities
- Perform analysis of investment income, expenses, and underwriting results, and compare against budget and modeled results.
- Prepare reports to communicate financial results to management in clear and concise formats.
- Participate in developing enterprise annual budgets and forecasts.
- Support the accounting and finance stakeholders with automation and build out customized analytic reports for financial and operational reporting
- Aggregate data points from existing proprietary data warehouse to create relevant reporting outcomes in support of FP&A.
- Perform data analysis to generate reports and recommendations aligned to business needs and objectives.
- Provide results from research to assist management in decision-making.
- Analyze and determine data, system, and program requirements for departmental projects.
- Work with business partners to define and create reporting dashboards and support ongoing data monitoring for financial data across systems.
- Perform analysis of ways to control costs, maintain efficiency, and improve effectiveness of our business processes.
Benefits
- Competitive vacation and sick time, including company-paid holidays, floating holidays and early closing days
- 401(k) plan with employer contribution - US Employees Only
- Profit Sharing Program
- Competitive parental leave
- Health, vision, dental, and life insurance, including access to health and wellness programs
- Actuarial Development Program (ADP) for Actuarial employees taking exams
- Employee Assistance Program (EAP)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
