Experienced Financial Analyst: Forecasting & Insights

Socket.dev; Wayne (PA); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Employee stock purchase plan

401(k)

Flexible time off

Wellness program

Awards program

Job summary

iPipeline, a leading life insurance and financial services software provider, is seeking an Experienced Financial Analyst to join our Wayne, PA team. This office-based role focuses on financial modeling, forecasting, and reporting to support strategic decisions.

The role involves building financial models, analyzing performance, and preparing statements and variance analyses. Collaboration with stakeholders across units will be essential to drive accuracy and business insight.

Qualifications

• Proficient in building moderately complex financial models to support forecasts and decision-making.
• Experience in preparing full financial statements and variance analysis with minimal oversight.
• Experience supporting budgeting and multi-period forecasts.
• Familiarity with Power BI or Tableau for reporting.
• Knowledge of Excel features: pivot tables, lookups, conditional formatting.

Responsibilities

• Build and maintain detailed financial models for forecasting and scenario analysis.
• Analyze financial performance and trends across business units.
• Prepare income statements, balance sheets, and cash flow statements.
• Investigate variances with supporting data and explain findings.
• Support budgeting, forecasting, and strategic planning with financial inputs.
• Communicate results to stakeholders through reports and dashboards.

Skills

Financial modeling

Forecasting

Financial analysis

Data management

Excel

Tools

Power BI

Tableau

Excel

Job description

iPipeline, a leading life insurance and financial services software provider, is seeking an Experienced Financial Analyst to join our Wayne, PA team. This office-based role focuses on financial modeling, forecasting, and reporting to support strategic decisions.

The role involves building financial models, analyzing performance, and preparing statements and variance analyses. Collaboration with stakeholders across units will be essential to drive accuracy and business insight.