Senior FP&A Analyst
Senior FP&A Analyst
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Salary Not Disclosed
1 Vacancy
Job Description
Summary
World Insurance Associates is a unique insurance organization offering top products and services from major providers combined with attentive service from local agents.
Founded in 2011 World is the second fastestgrowing insurance broker in the U.S. We specialize in personal and commercial insurance lines surety and bonding employee benefits financial and retirement services and human capital management solutions.
Overview
The Senior Analyst within the FP&A team will have a significant amount of exposure to senior leaders across the organization. This individual will be responsible for managing the aggregation and analysis of financial performance data as well as providing strategic insights to divisional leaders. The Senior Analyst will oversee the dissemination of financial reports and ensure effective communication between Division leaders Branch managers and the FP&A team. This role requires a high level of responsibility and independent judgment in carrying out financial reporting analysis and decisionmaking processes.
Primary Responsibilities
Serve as the primary liaison between the FP&A department Division leaders and Branch managers ensuring alignment of financial goals and reporting
Take ownership of aggregating and analyzing divisional financial performance providing insights and recommendations based on findings
Manage the dissemination of financial data and analysis to Division leaders on a monthly and quarterly basis ensuring accuracy and timeliness
Lead the research and analysis of expense variances identifying trends and making recommendations for corrective action in collaboration with Division/Branch managers
Interpret financial data and provide detailed analysis that supports key business decisions affecting operations and financial performance
Apply independent judgment to formulate and implement financial practices and procedures to improve financial reporting and analysis accuracy
Contribute to the development of financial forecasts and budgeting processes by providing detailed actionable financial insights
Regularly review and monitor financial data for compliance with established policies and recommend adjustments as necessary
Qualifications
Bachelors Degree in Finance Accounting Economics or a related field
35 years of finance/accounting/FP&A related experience
Strong analytical problemsolving and financial modeling skills
Proficiency in Excel including the ability to manipulate pivot tables filter data sets and use advanced formulas (e.g. SUMIFS XLOOKUP)
Strong understanding of accounting and finance principles with the ability to extract and analyze data from financial systems/tools (e.g. NetSuite SmartView)
Ability to exercise independent judgment and discretion on matters that affect business operations and financial decisions
Strong organizational skills and ability to work effectively with crossfunctional teams demonstrating leadership and initiative.
Ability to thrive in dynamic highly evolving and fast paced environment and drive process improvement in challenging and at times ambiguous situations with limited instruction or direction.
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran status. In addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
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Required Experience:
Senior IC
Employment Type
Full-Time
