Assist in preparing monthly and quarterly financial performance analyses and presentations for executives and the Board
Build and maintain financial models to support financial planning and reporting and provide insights to leadership
Monitor daily/monthly financial performance against goals, identifying trends, variances, and risks to support data-driven decision-making
Contribute to the annual budgeting process, including rolling forecasts and long-term financial planning.
Support functional teams in tracking headcount and operating expenses against budgets and forecasts; monitor and help optimize vendor expenses
Identify, lead, and execute opportunities to improve, automate, standardize financial systems and reporting processes to optimize efficiency

Bachelor's degree in Finance, Accounting, Economics or related major
2+ years of Corporate Finance, Accounting, FP&A, Consulting or a related analytical field experience
Excellent analytical and problem-solving skills
Advanced Excel and financial modeling skills with demonstrated rigor
Experience using enterprise planning systems (e.g. Sage Intacct, Netsuite and/or others) and BI tools (Looker and/or SQL) is preferred
Experience in a high-growth environment (startup or fast-scaling business); insurance or fintech experience is a plus
Collaborate effectively across an organization with excellent communication skills and be comfortable engaging with management across multiple functions
Thrive in a fast-paced, dynamic environment with multiple priorities whilst having a keen focus on details and a passion for quality
Ability to recognize and implement process improvements and build scalable solutions
Highly motivated and natural self-starter, independent thinker, and team player

Financial Analyst

Key skills