FP&A Analyst

Signers National; New York (NY); On-site; USD 60,000 - 70,000; Full time

Job summary

A leading insurance platform in New York, Signers National is seeking an Entry-level Financial Planning Analyst. This role focuses on developing reporting frameworks, analyzing financial trends, and supporting mergers and acquisitions. Ideal candidates will have strong analytical skills and a comprehensive understanding of accounting principles.

Qualifications

• Strong understanding of accounting principles and financial statements.
• Ability to quickly learn additional systems like QuickBooks.
• Experience in preparing management presentations and board materials.

Responsibilities

• Develop internal reporting frameworks and analyze current trends.
• Play a key role in mergers and acquisitions processes.
• Utilize business intelligence tools to enhance decision-making.

Skills

Financial modeling

Communication skills

Analytical skills

Education

CPA

MBA in finance/accounting

CFA

Tools

Microsoft Excel

PowerPoint

Word

QuickBooks

Job description

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Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees.

Responsibilities

• Financial Reporting and Analysis: Develop internal reporting frameworks including key performance indicators for monthly and quarterly review to aid senior management in business performance analysis.
• Trend Analysis: Analyze current and historical trends in key performance indicators across revenue, cost of sales, expenses, and capital expenditures.
• Mergers and Acquisitions: Play a crucial role in the mergers and acquisitions process, including strategic investments, managing due diligence, maintaining data rooms, and coordinating with external advisors.
• Financial Planning: Build and maintain budgets and forecasts; construct and review profit and loss statements by business unit, and make performance recommendations.
• Complex Financial Projects: Handle complex analysis projects, evaluate findings, and prepare comprehensive reports on the financial implications of proposed transactions.
• Business Intelligence Implementation: Utilize and manage business intelligence tools and dashboard reports to enhance senior management's decision-making capabilities.
• Presentation Preparation: Create presentations for the Senior Leadership Team to report findings and recommendations.
  
  

Qualifications

• Strong understanding of accounting principles and financial statements.
• Advanced skills in financial modeling.
• Highly proficient in Microsoft Excel, PowerPoint, and Word; ability to quickly learn additional systems such as QuickBooks and other ledger platforms.
• Excellent communication skills, capable of conveying complex issues efficiently to senior executives.
• Experience in preparing management presentations and board materials.
• High energy and ability to work effectively within a high-performing team.
• Professional certification such as CPA, MBA in finance/accounting, or CFA is advantageous but not required.
  
  

Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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