Financial Analyst

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

Overview

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industry's largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience - from proposal to commission- so they can help better secure the financial futures of their clients.

At iPipeline, you'll play a major role in helping us to provide best-in-class, transformative solutions. We're passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

We're proud that we've been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture we've built for our nearly 900 employees around the world is exceptional -- and we've created a place where our employees love to come to work, every single day.

Come join our team!

About iPipeline

Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500®, and Fortune 1000® indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industry's largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows - from quote to commission - with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

This is an office-based position.

Responsibilities

The Experienced Financial Analyst performs financial analysis of operating results, cash flows, and business plans with moderate supervision. This role is responsible for developing and maintaining financial models, supporting budgeting and forecasting processes, and preparing accurate financial statements and variance analyses. The experienced financial analyst uses statistical and financial techniques to interpret data, evaluate projects, and help inform management decisions. The role requires proficiency in regulatory compliance, financial reporting standards, and communication of findings to stakeholders.

Financial Analysis & Modeling

• Build and maintain detailed financial models for forecasting and scenario analysis.
• Analyze financial performance and trends across business units.

Reporting & Variance Analysis

• May prepare income statements, balance sheets, and cash flow statements.
• Investigate variances and provide explanations with supporting data.
• If applicable to role: Compile and analyze cloud infrastructure spend data (primarily AWS), identify cost trends and variances, and prepare regular financial reports with moderate supervision.

Strategic & Business Planning Support

• Contribute to operational and strategic planning processes with financial inputs.
• Conduct financial feasibility studies for proposed investments or initiatives.

Risk Assessment & Compliance

• Ensure compliance with financial reporting standards and policies.
• Identify financial risks and support development of risk mitigation plans.

Stakeholder Communication

• Communicate financial results and implications to mid-level managers.
• Create and present reports and dashboards for business stakeholders.

Industry & Market Monitoring

• Analyze industry trends and incorporate findings into financial forecasts.
• Monitor competitor performance to inform decision-making.

All other duties as assigned.

Qualifications

Knowledge, Skills, and Abilities

Financial Modeling & Forecasting

• Proficient in building moderately complex financial models to support forecasts and decision-making.

Financial Reporting & Analysis

• Experience preparing full financial statements and conducting standard variance analysis with minimal oversight.

Budgeting & Strategic Planning Support

• Experience supporting department or business unit budgeting and contributing to multi-period forecasts.

Data Management & Tools

• Skilled in Excel (pivot tables, lookup functions, conditional formatting) and using basic BI tools (e.g., Power BI, Tableau).

Regulatory Knowledge & Compliance

• Experience applying relevant accounting and compliance standards to ensure accuracy and integrity of financial reports.

Business & Industry Acumen

• Understands key business drivers and incorporates external trends into financial analysis.

Benefits

We offer a competitive compensation and benefits package, opportunities for career growth, an employee stock purchase plan, 401(k), generous time off and flexible work/life balance, company-matched retirement packages, an employee wellness program, and an awards and recognition program - all in a creative, fast growing, and innovative company.