Company Overview
: A global insurance platform focused on managing general agents (MGAs) and fee-based insurance businesses. The organization operates across multiple European markets with a developing footprint in the United States, supporting a diverse portfolio of specialty insurance operations. The environment is fast-paced and growth-oriented, with a strong emphasis on building scalable financial infrastructure, enhancing reporting capabilities, and enabling data-driven decision-making at the leadership level.
Compensation
: Base salary $110,000 - $130,000 with a ~20% bonus and a comprehensive benefits package.
Location
: New York NY (Open to remote for the right candidate)
Job Responsibilities
-
Build financial models and templates to analyze performance, identify trends, and highlight risks and opportunities.
-
Support development of forecasts and budgets tied to strategic planning initiatives
-
Assist in managing departmental and regional budgets to ensure alignment with company objectives.
-
Prepare and deliver financial reporting packages for senior leadership.
-
Perform variance analysis between actuals, budget, and forecast, with clear commentary on drivers.
-
Partner with business leaders to gather inputs, present findings, and support decision-making.
-
Identify and implement improvements to financial processes, reporting, and data accuracy.
Qualifications
-
2-5 years of FP&A or corporate finance experience.
-
Experience with Oracle, Hyperion, or similar financial systems preferred.
-
Prior exposure to insurance or private equity environments preferred.
-
Strong Excel skills, including modeling and data analysis.
-
Ability to communicate effectively across all levels of an organization.
-
Highly organized with the ability to manage multiple priorities in a fast-paced setting.
-
Self-motivated with the ability to work independently and meet tight deadlines.
-
Strong interpersonal and communication skills.
If this sounds like a role that you'd be interested in, don't hesitate to apply, interviews are in progress!