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Lead Financial Analyst
hace 2 meses
We are seeking a highly skilled and motivated individual to support the Director of Finance as part of the Financial Planning & Analysis Team at Assurant. The successful candidate will exercise independence and good judgment when researching, analyzing, and formulating a comprehensive response to satisfy business requests, which may be complex in nature.
Key Responsibilities- Financial Decision Support
- Provide financial decision support to senior management, utilizing advanced analytical skills to identify key business value drivers and develop projected financial data.
- Financial Reviews and Reporting
- Spearhead monthly and quarterly financial reviews, preparing detailed reports and presentations for senior management.
- Perform a deep-dive analysis of budget, actuals, and forecasts, delivering actionable insights to senior leadership.
- Economic Modeling and Analysis
- Create and maintain economic models for analysis purposes and preparation of business plans.
- Develop and maintain complex data analysis projects, preparing reports for senior leadership as needed.
- Client Reporting and Analysis
- Oversee timely completion of the monthly client reporting (both internal and external), and the accurate calculation of client & sales compensation in accordance with contractual agreement.
- Analyze business policies and practices and recommend changes as needed.
- Team Leadership and Development
- Function as a mentor to financial analysts, providing guidance and fostering professional growth.
- Conduct ad hoc financial analysis and special reporting as requested by business management, providing insights and recommendations to address specific financial challenges.
- Education
- Bachelor's degree in finance, accounting, economics, or related field; MBA or relevant certifications (CPA, CFA) are a plus.
- Experience
- Total of 5+ years financial analyst experience: Competent in reviewing financial statements, identifying key business value drivers, and developing projected financial data.
- Skills
- Strong understanding of how economic trends, political situations, policies, and regulations may affect business results.
- Strong general business knowledge to produce relevant research, including business writing skills to summarize information.
- Strong people skills to effectively work with other departments.
- Strong data analysis skills to structure/create data sets and synthesize information using Microsoft Excel and other financial tools (SQL Server, Power BI reporting & Alteryx experience a plus).
- Initiative-taking self-starter ready to hit the ground running.
- Able to process complex time-sensitive data and information from multiple sources, make decisions based on this data, and effectively communicate the related actions to a broad audience.
- Typically faces situations that are unstructured and require original approaches.
- Strong organizational, time management, problem-solving, and analytical skills.
- Strong presentation and computer skills (proficiency with Excel, Word, & Power Point).