Finance Specialist
Core
Support monthly forecasting, annual planning, budgeting, and financial reporting activities while performing variance analysis and preparing financial models.
Role type
Finance Specialist (FP&A & Reporting)
Builds
Management reports, dashboards, and financial insights for business stakeholders
Domain
Financial Services / Insurance
Deliverable
dashboards & analysis
Required skills
Financial analysis, forecasting, budgeting, variance analysis, data extraction and validation, financial modeling, accrual reviews, reconciliation
Preferred skills
Financial Services/Insurance industry experience, SAP, AFO, Tableau, Power BI, billing and fee analysis
Technologies
SAP, AFO, Tableau, Power BI, Access, Microsoft Excel, Microsoft Office
Responsibilities
Support monthly and quarterly financial close and reporting processes; Analyze revenue, expenses, margins, and profitability; Extract, validate, and analyze data from financial reporting systems and data warehouses; Investigate reporting discrepancies and collaborate with stakeholders to resolve issues; Provide financial insights and recommendations to support management decision-making.
Seniority
Mid-level, hands-on IC