Senior Financial Analyst-Financial Analysis and Planning
Core
Senior Financial Analyst supporting corporate areas with staff planning, expense budgeting, variance reporting, and FP&A tasks.
Role type
Senior Financial Analyst (FP&A)
Builds
Financial budgets, forecasts, and complex financial reports (P&L, balance sheets, cash flow) for internal and external stakeholders.
Domain
Insurance / Financial Services
Required skills
Financial accounting, financial statement preparation, budgeting and forecasting, data analysis and projection, regulatory compliance, business partnering, project management, problem-solving, advanced PC-based business software (spreadsheets, databases), strategic planning.
Preferred skills
CPA designation or ability to work towards it.
Technologies
Excel, SQL, ERP systems, financial reporting tools.
Responsibilities
Review financial statements for accuracy; prepare complex financial reports; coordinate budget and forecast development; advise management on financial improvements; collaborate with stakeholders on strategic initiatives; analyze variances and trends; implement procedural changes; lead finance-related projects.
Seniority
Senior, hands-on IC with mentorship responsibilities.