Finance Specialist

TalentBurst, an Inc 5000 company

Springfield (MA)

Hybrid

USD 79,900 - 89,544

Part time

14 days+

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Benefits offered by this job

Access to mentorship opportunities

Networking opportunities

Industry-leading pay and benefits

Job summary

A leading financial services company is looking for a Financial Specialist to support their FP&A team. This role involves analyzing financial data and collaborating with business partners to influence strategic decisions. Candidates should have a minimum of 5 years of experience, proficiency in Excel and PowerPoint, and a Bachelor's degree. The position is hybrid, with Springfield preferred, and offers a competitive hourly pay range.

Qualifications

Minimum of 5 years' experience in a large corporate environment providing financial support.
Experience in data analysis and communication of business implications.
Intellectual curiosity and ability to influence business leaders.

Responsibilities

Maintain collaboration with business partners.
Analyze sales, cash flows, and financial drivers.
Communicate analyses to support strategic decisions.

Skills

Financial analysis

Relationship building

Strong communication skills

Proficiency in Microsoft Excel

Proficiency in PowerPoint

Education

Bachelor's Degree

Tools

Alation

MicroStrategy

SQL queries

Job description

Overview

In this role as a Financial Specialist, you will join our FP&A team primarily supporting our Third-Party Distribution and New Markets (TPD&Nm) businesses and advancing our annuity P&L analysis. The TPD & NM organization sells life insurance, annuities, and disability income and includes Financial Strategic Distributors, Financial Ascend, Worksite, Blueprint Income and Mass Markets. The FP&A team is collaborative, focused on accountability, agility, inclusivity, strong business acumen, and clear communication of recommendations and conclusions. Our team asks probing questions to identify issues with specificity.

The Impact: As a Financial Specialist your work will impact strategic decisions made by your business partner, enabling better strategic decisions utilizing the financial data available.

You will accomplish that through the responsibilities listed below:

Maintaining strong working relationships and collaboration with business partners and CFO co-workers.
Analyses of sales, cash flows, AUM, unit costs, source of earnings, and other financial business drivers, used by business partners and the CFO organization.
Ensuring key forecast business driver assumptions are developed in collaboration with business partners.
Exercise stewardship of spend, influence direct unit costs.
Demonstrate strong business and financial acumen through participation of initiatives to grow the business and increase efficiency.
Perform and communicate analyses described above, collaborating with co-workers and clients in the business.
Review forecast and initiative assumptions and cost-benefit analyses to contribute to decision making, including prioritization, to pursue the most beneficial initiatives and maximize benefits.
Analyze, develop and communicate the story behind the business results, drivers, standard ratios, unit costs, other metrics, etc.
Liaison regularly with Controller's team to validate the accuracy of monthly results by channel/product.
Liaison regularly with Strategic Expense Management team on forecast process and management reporting.
Build knowledge of business channels.
Use strong business acumen and communication skills to draft and contribute to commentary which enables readers to quickly understand how performance is impacting financial results.
Support the implementation of the FP&A target operating model, including tailoring change management efforts to CFO customer needs, identifying and implementing process improvements, etc.

Skills:

The Minimum Qualifications

Minimum of 5 years' experience in a large, sophisticated corporate environment providing financial support on business-related matters.
Experience using data and information to analyze and communicate (in writing, orally and visually) the implications of business unit activity, ideally leveraging BI applications (Alation, MicroStrategy, SQL queries, etc.).
Proficiency in Microsoft Excel and PowerPoint.
Intellectual curiosity to continue learning and expanding understanding.
Ability to partner with and influence business leaders and peers in using financial information and tools to identify options and make decisions.

The Ideal Qualifications:

Bachelor's Degree
Experience working with or supporting modeling of insurance products

What to Expect as Part of Financial and the Team:

Regular meetings with the Strategic Finance Business Partner team
Focused one-on-one meetings with your manager
Access to mentorship opportunities
Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, Veteran and disability-focused Business Resource Groups
Access to learning content on Degreed and other informational platforms
Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry-leading pay and benefits.

Details