FP & A Investment Analyst

Mosaic Insurance; New York (NY); In loco; USD 95.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

True entrepreneurial culture

Very competitive total rewards package

Opportunity to grow with this class of

Descrizione del lavoro

Mosaic Insurance is seeking a detail-oriented financial analyst to build and stress-test three-statement models, support budgeting and forecasting, and conduct valuation analyses for strategic initiatives. You will deliver executive-ready reports and dashboards, automate workflows in Excel and PowerPoint, and advise senior leadership based on robust data insights.

Ideal candidates have up to 2–3 years in IB, valuation, FP&A, or insurance/financial services, with advanced modeling and

Competenze

• University degree in Finance, Economics, Accounting, Mathematics, or related field.
• Up to 2–3 years of relevant experience in Investment Banking, Transaction Advisory/Valuation, Corporate Finance/FP&A, or Insurance/Financial Services.
• Advanced financial modeling skills: three-statement modeling, forecasting, scenario and sensitivity analysis, and DCF/ comps.

Mansioni

• Build, maintain, and stress-test complex three-statement and scenario-based financial models.
• Assist in annual budgeting and quarterly reforecast processes with driver-based assumptions.
• Conduct sensitivity, scenario, and variance analyses.
• Support valuation work and financial analysis for strategic projects (M&A, capital structure).
• Produce board-ready reporting packs and dashboards.
• Automate reporting workflows using Excel and PowerPoint; present to senior leadership.

Conoscenze

Financial modeling

Three-statement modeling

Forecasting

Scenario analysis

Sensitivity analysis

Valuation techniques

Excel proficiency

PowerPoint

Power BI

SQL

AI tools in modeling

Communication

Stakeholder engagement

Attention to detail

Teamwork

Formazione

Finance degree

Economics degree

Strumenti

Power BI

SQL

Descrizione del lavoro

Responsibilities

Financial Modeling & Analysis

• Build, maintain, and stress-test complex three-statement and scenario-based financial models to evaluate business performance, strategic initiatives, and capital allocation decisions
• Assist in annual budgeting and quarterly reforecast processes, including bottoms-up model construction and driver-based assumptions
• Conduct sensitivity analysis, scenario planning, and variance analysis vs. plan and prior periods, isolating and explaining key drivers
• Support valuation work and financial analysis for strategic projects, including M&A, capital structure, and business case evaluation

Management Reporting & Presentation

• Produce high-quality, board and executive-ready reporting packs and dashboards
• Build and automate reporting workflows using Excel and PowerPoint, with a bias toward clean, IB-caliber presentation standards
• Translate complex financial analysis into clear, defensible narratives and recommendations for senior leadership

Data & Systems

• Develop and maintain robust, auditable models and reporting tools using Excel and technologies
• Support improvements in data quality, structure, and reporting efficiency
• Leverage AI and emerging tools to enhance modeling, analysis, and productivity

Skills, Experience And Education

• University degree in Finance, Economics, Accounting, Mathematics, or a related field
• Up to 2–3 years of relevant experience in:
• Investment Banking (M&A, capital markets, or coverage)
• Transaction Advisory / Valuation
• Corporate Finance / FP&A
• Insurance or Financial Services
• Advanced financial modeling skills: three-statement modeling, forecasting, scenario and sensitivity analysis, valuation techniques (DCF, comparables, precedent transactions where applicable)
• Ability to build, structure, and maintain complex models from scratch with precision, clarity, and discipline
• Strong grasp of financial statement mechanics and how operational drivers flow through to results
• Advanced Excel proficiency (formulas, sensitivity toggles, model auditing)
• Strong PowerPoint skills for executive- and board-level presentations
• Familiarity with data tools (e.g., Power BI, SQL) is advantageous
• Practical experience using AI tools to enhance modeling, analysis, and reporting workflows
• Rigorous attention to detail with a structured, logical, and skeptical approach to analysis
• Ability to distill complex financial data into clear, actionable insights and recommendations
• Confident communicator able to defend analysis and engage with senior stakeholders
• Highly motivated, intellectually curious, and proactive
• Strong work ethic with the ability to manage multiple priorities under deadline pressure
• Team-oriented with a collaborative mindset
• Comfortable working in a fast-paced, high-intensity environment

Mosaic offers you

• True entrepreneurial culture
• Very competitive total rewards compensation package, reflecting growth of the business
• Opportunity to build and grow with this class of business

The base salary offered for the successful candidate will be based on compensable factors such as job-relevant education, job-relevant experience, training, licensure, demonstrated competencies, geographic location, and other factors.The salary this position is $95,000 - $125,000.

Mosaic celebrates diversity, equality and inclusion. We embrace these pillars of excellence as crucial to our business success. We are an Equal Opportunity Employer.

Mosaic is a global specialty insurance platform with an innovative structure allowing deployment of different forms of capital aligned for the benefit of clients and partners. We underwrite for 40 other top-rated carriers alongside our Lloyd’s syndicates 1609 and 2610—offering lead-line + syndicated capacity, and claims-settlement authority across eight product lines via six countries. We harness the heritage of Lloyd’s and benefit from the market’s global licenses and financial-strength ratings.