FP&A Investment Analyst: Strategic Modeling & Valuation

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

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.