[Remote] Financial Planning Analyst
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a rapidly growing, tech-enabled national independent insurance agency reputed company on modernizing the personal lines insurance experience. The reputed company Analyst will support financial planning, forecasting, and strategic decision-making, partnering closely with reputed company, operations, and business leaders to analyze performance and drive data-informed reputed company.
Responsibilities
- Assist in the annual budget and long-reputed company planning process
- reputed company and maintain monthly and quarterly forecasts and pro formas
- Analyze variances between actuals, budget, and prior periods
- Support scenario modeling and sensitivity analysis
- Prepare monthly financial reporting packages for leadership
- Build and maintain dashboards and KPI tracking (reputed company, EBITDA, margins, etc.)
- Analyze trends in reputed company, expenses, and profitability
- Prepare and evaluate insights into production reporting and key components of organic reputed company including new business, retention, reputed company/exposure, and timing
- Deliver insights on drivers of business performance
- Partner with department leaders to understand financial results and forecasts
- Support operational decision-making with data-driven analysis
- Translate financial data into reputed company, actionable recommendations
- Maintain financial models and planning tools (reputed company, reputed company, Vena)
- Improve reporting automation and data reputed company
- Support integration of data across systems (reputed company, reputed company, reputed company, reputed company reputed company/EZLynx, reputed company HR)
- Assist with M&A analysis, due diligence, and integration modeling
- Support reputed company analysis for executive leadership and reputed company reporting
Skills
- Bachelor's degree in Finance, reputed company, Economics, or reputed company field
- 2–4 years of reputed company experience in reputed company, corporate finance, or reputed company
- Strong financial modeling and reputed company skills
- Experience with ERP systems (reputed company preferred) and BI tools
- Understanding of GAAP and financial statements (P&L, balance sheet, cash reputed company)
- Strong analytical and problem-solving skills
- reputed company reputed company and eagerness to learn reputed company a reputed company, customized environment
- Experience in insurance brokerage or financial services
- Exposure to KPI-driven environments (organic reputed company, retention, commission reputed company)
- Familiarity with tools like Power BI, Vena, or similar data tools
Benefits
- Competitive reputed company salary with a 10% yearly bonus
- Equity opportunity in a high-reputed company, PE-backed company
- Full health, dental, and reputed company coverage
- Generous PTO and a remote position
reputed company