Insurance Financial Analyst FP&A

NavSav Insurance; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Senior Financial Analyst to join their finance team. This role offers an exciting opportunity to thrive in a fast-paced environment, focusing on financial analysis, forecasting, and budget planning. The successful candidate will play a pivotal role in supporting the growth and profitability of the business units by providing accurate financial insights and collaborating with cross-functional teams. With a commitment to innovation and excellence, this company offers a fully remote work opportunity, making it an ideal place for passionate finance professionals eager to make an impact.

Benefits

Medical Insurance

Vision Insurance

Paid Holidays

Vacation

Retirement Plan with 3% Match

Supplemental Insurance Options

Fully Remote Work Opportunity

Qualifications

• 3-5 years of relevant financial analysis experience.
• Proven ability to work independently and meet deadlines.

Responsibilities

• Analyze financial results and develop recommendations.
• Prepare and present financial reports to stakeholders.
• Collaborate with teams to align financial plans.

Skills

Financial Analysis

Forecasting

Budget Planning

Analytical Skills

Microsoft Excel

Financial Modeling

Communication Skills

Attention to Detail

Education

Bachelor's Degree in Finance

Master's Degree in Finance

Job description

Direct message the job poster from NavSav Insurance

Senior Vice President of Talent & HR | NavSav Insurance

We have a SPOT for YOU at NavSav! We are seeking a passionate, hardworking, and experienced Financial Analyst to join our corporate team. We are a rapidly growing independent agency with over 80+ locations across multiple states! We aim to shake up the insurance industry and shape the future of NavSav. Our fast-paced environment, with a focus on mergers and acquisitions, offers an exciting opportunity for an analyst to contribute to our success. Every team member plays a vital role in our growth and brings new perspectives to our organization. If this sounds like you, we encourage you to apply today!

Position Summary:

The Senior Financial Analyst will be a key member of our finance department. This role is ideal for a proactive and analytical finance professional who thrives in a dynamic, collaborative environment. The successful candidate will handle financial analysis, forecasting, budget planning, and support the growth and profitability of our business units.

Key Responsibilities:

• Identify key drivers, quantify impacts, and forecast implications for the business by integrating cross-functional data points.
• Analyze financial results, investigate root causes, and develop recommendations in collaboration with business teams.
• Manage analysis projects of moderate to high complexity, addressing ambiguous business issues.
• Provide accurate, timely financial reports and insights to enable performance improvements.
• Prepare and present financial reports to stakeholders, including monthly results, forecast updates, quarterly bank reports, and annual plans.
• Collaborate with cross-functional teams to align financial plans with strategic goals.
• Maintain a professional image with clients and vendors, upholding the company's reputation.
• Perform additional tasks as assigned.

Benefits Included:

• Medical Insurance
• Vision Insurance
• Paid holidays and vacation
• Retirement plan with 3% match
• Supplemental Insurance options
• Fully Remote work opportunity

Required Skills and Licensing:

• Bachelor's degree or higher in Finance or related field
• 3-5 years of relevant financial analysis experience
• Strong analytical skills with complex financial data
• Proven ability to work independently and meet deadlines
• Excellent written and verbal communication skills
• Proficiency in Microsoft Excel and financial modeling
• High attention to detail and organization
• Ability to thrive in a fast-paced environment and manage multiple priorities

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance
• Insurance

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