Financial Analyst - FP&A - Enterprise Reporting
Core
Monitor, review, and report on trends and patterns of revenue, expenses, and operational KPIs; support budgeting, planning, and re-forecasting processes.
Role type
Financial Analyst (FP&A)
Builds
Enterprise financial reporting packets, performance commentary, and KPI dashboards
Domain
Fintech / Insurance
Deliverable
dashboards & analysis
Required skills
Financial reporting (GAAP/non-GAAP), Budgeting and forecasting, KPI development, Data analysis, Process improvement
Preferred skills
Workday, Office Connect, Enterprise reporting, Insurance industry experience
Technologies
Microsoft Excel, PowerPoint, Workday ERP
Responsibilities
Develop and maintain reporting outputs ensuring accuracy and alignment with GAAP; Prepare detailed analysis comparing actual results to budget and prior year; Collaborate with business partners to create or enhance process guidelines; Support budgeting, planning, and re-forecasting processes across stakeholders.
Seniority
Junior to Mid-level (1-3 years experience)