FP & A Investment Analyst

Mosaic Insurance Holdings Limited; New York (NY); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Very competitive total rewards

Grow with this class of business

Job summary

Mosaic Insurance Holdings Limited in New York, NY, seeks an FP&A Investment Analyst to model, forecast, and analyze strategic initiatives. You will build sophisticated financial models, perform valuation work, and partner with finance leadership to enable senior-level decision-making in a fast-growing, data-driven insurance environment.

The role focuses on budgeting, forecasting, scenario analysis, and capital allocation decisions with a strong emphasis on IB-caliber presentation standards.

Qualifications

• 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, Insurance or Financial Services.

Responsibilities

• Build, maintain, and stress-test three-statement and scenario-based financial models.
• Assist in budgeting and quarterly reforecast processes with driver-based assumptions.
• Conduct sensitivity, scenario, and variance analysis vs. plan or prior periods.
• Support valuation work and financial analysis for strategic projects (M&A, capital structure).

Skills

Financial modeling

Forecasting

Valuation

Three-statement modeling

Excel proficiency

PowerPoint

Power BI

SQL

AI tools

Communication

Education

Finance/Economics/Accounting/Mathematics degree

Tools

Power BI

SQL

Job description

FP & A Investment Analyst

Mosaic Insurance Holdings Limited New York, New York, United States

About this position

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

Mosaic Insurance is seeking a high-performing Analyst to support financial modeling, forecasting, and strategic analysis across the business. This role will build and maintain sophisticated financial models, conduct valuation and scenario analysis, and partner closely with finance leadership to inform senior-level decision-making. This is an ideal opportunity for a technically strong early-career professional with an investment banking, corporate finance, or financial services background looking to apply rigorous modeling skills in a fast-growing, data-driven insurance environment.

Responsibilities

• 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

• 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.