Financial Analyst - FP&A - Enterprise Reporting
Core
Monitor, review, and report on revenue, expenses, and operational KPIs; support budgeting, planning, and re-forecasting; prepare detailed analysis comparing actual results to budget and prior year.
Role type
Financial Analyst (FP&A)
Builds
Enterprise financial reporting packets, performance commentary, and KPI dashboards
Domain
Fintech / Insurance
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial planning and analysis (FP&A), GAAP financial reporting, budgeting and forecasting, KPI development, Microsoft Excel, Workday ERP, enterprise reporting systems
Preferred skills
Insurance industry experience, Office Connect, PowerPoint, cross-functional business partnership
Technologies
Workday, Office Connect, Microsoft Excel, PowerPoint, Word, Teams
Responsibilities
Develop and maintain reporting outputs ensuring accuracy and alignment with GAAP/non-GAAP; manage and enhance financial reporting processes; support budgeting/planning and re-forecasting processes; prepare detailed analysis and presentations comparing actual results to budget and prior year; partner cross-functionally to develop and enhance KPIs
Seniority
Junior to Mid-level (1-3 years experience)