Sr. Financial Analyst

Position Summary

We are seeking a highly motivated and analytical Senior Financial Analyst to join our Finance team. This role combines financial planning & analysis with accounting, providing meaningful insight into business performance through budgeting, forecasting, financial modeling, variance analysis, and management reporting. The ideal candidate is a self-starter who enjoys solving complex business problems, has advanced Excel skills, and can effectively partner with leaders across the organization.

Insurance industry experience is preferred but not required.

Key Responsibilities

• Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior periods.
• Develop and maintain financial models to support forecasting, budgeting, strategic initiatives, and business decisions.
• Assist in the annual budgeting and quarterly forecasting processes.
• Analyze financial and operational trends, identify key drivers, and communicate actionable insights to management.
• Partner with accounting during the monthly close process to ensure accurate financial reporting.
• Reconcile financial data between accounting and FP&A systems while maintaining data integrity.
• Support management reporting, executive presentations, and Board reporting.
• Evaluate business performance and provide recommendations to improve profitability and operational efficiency.
• Assist with ad hoc financial analysis, special projects, and strategic initiatives.
• Continuously improve financial reporting processes through automation and enhanced reporting tools.