Financial Planning Analyst

Oliver James; United States; Remote; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Oliver James Group is seeking a Financial Planning & Analysis Analyst for a fully remote role in the United States. The position focuses on budgeting, rolling forecasts, financial modeling, and executive reporting, with exposure to acquisition analysis and pro forma adjustments.

You will work with the Director of FP&A, accounting, and business leaders to drive data-driven decision making and scalable planning processes as the business grows.

Qualifikationen

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• At least five years of FP&A, corporate finance, or financial analysis experience.
• Hands-on budgeting, forecasting, modeling, and variance analysis.
• Advanced Excel skills and ability to work with large data sets.
• Strong understanding of accounting principles and financial statements.
• Ability to explain results to non-finance stakeholders.
• Insurance industry experience required.

Aufgaben

• Build and maintain financial models for budgets, forecasts, and long-range plans.
• Reconcile data from multiple units and investigate discrepancies.
• Analyze actual vs. budget/forecast and explain drivers of variances.
• Develop dashboards and reporting for executives and investors.
• Support acquisition reviews by analyzing historicals and pro forma adjustments.
• Collaborate with accounting to improve data quality and reporting tools.

Kenntnisse

Advanced Excel

Budgeting

Forecasting

Financial modeling

Variance analysis

Data analysis

Stakeholder communication

Ausbildung

Bachelor’s degree in Finance/Accounting/Economics

Tools

Power BI

Tableau

Jobbeschreibung

Work arrangement | Fully remote
Industry | Insurance brokerage

Oliver James is partnering with a growing, private equity-backed insurance brokerage to hire a Financial Planning & Analysis Analyst. The business is expanding through acquisitions and organic growth, and this hire will help bring financial data from different operations into a consistent view of performance.

You'll work closely with the Director of FP&A, accounting, and business leaders. The role combines hands-on budgeting, forecasting, and financial modeling with exposure to acquisition analysis and executive reporting. It's a good fit for someone who enjoys working through raw data, understanding what drives the numbers, and building processes as the business grows.

What You'll Do

• Build and maintain financial models for annual budgets, rolling forecasts, and long-range planning.

• Reconcile and validate financial data from multiple business units and systems, investigating discrepancies before results are reported.

• Analyze actual performance against budget and forecast, and explain the drivers behind key variances.

• Develop dashboards, KPIs, and reporting for executives, business leaders, and investors.

• Support acquisition reviews by analyzing historical financials and tracking earnings and pro forma adjustments.

• Partner with accounting to improve data quality, streamline manual workflows, and strengthen planning and reporting tools.

What You'll Bring

• Bachelor's degree in Finance, Accounting, Economics, or a related field.

• At least five years of progressive experience in FP&A, corporate finance, or financial analysis.

• Hands-on experience with budgeting, forecasting, financial modeling, and variance analysis.

• Advanced Excel skills and the ability to work independently with large, complex datasets.

• A solid understanding of accounting principles and how the financial statements connect.

• The ability to explain financial results clearly to stakeholders outside finance.

• Insurance background is a must.

Preferred Experience

• Experience in a private equity-backed, acquisitive, or fast-growing business.

• Exposure to acquisition integration, EBITDA adjustments, or quality of earnings analysis.

• Experience with financial planning platforms or visualization tools such as Power BI or Tableau.

• Insurance brokerage or recurring-revenue experience is a plus. Candidates from other industries are welcome.