Staff Financial Analyst
Core
Staff Financial Analyst supporting profitable growth planning, financial execution, and executive decision-making through forecasting, budgeting, and strategic analysis.
Role type
Staff Financial Analyst (FP&A)
Builds
Financial forecasts, departmental budgets, monthly operating models, and management reporting packages.
Domain
Insurance technology / Corporate Finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Expert three-statement financial modeling, Advanced Excel, Strategic financial analysis, Budget planning, Variance analysis, Data-driven decision support, Process automation assessment, Board-level reporting, Cross-functional collaboration
Preferred skills
Investment banking or management consulting background, Foundational accounting knowledge
Technologies
Excel, Financial modeling tools
Responsibilities
Provide insightful analysis of business results to senior management, Assist with annual budget planning and quarterly forecast updates, Maintain monthly financial operating model, Participate in development of monthly and quarterly operating reviews, Create monthly departmental budget reviews, Prepare financial reporting packages highlighting variances and trends, Compile financial analysis for Board meetings
Seniority
Staff, hands-on IC with strategic scope