Senior Financial Analyst

Plymouth Rock Assurance

Port Reading (NJ)

On-site

USD 90,000 - 125,000

Full time

14 days+

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Benefits offered by this job

4 weeks accrued paid time off + 9 paid national holidays

Low cost health insurance starting on Day 1

Annual 401(k) Employer Contribution

Free onsite gym

Professional Development resources

Health and wellness program

Various Paid Family leave options

Tuition Reimbursement

Job summary

A leading insurance company in New Jersey is seeking a Senior Financial Analyst to shape financial strategies and provide insights for performance improvement. Responsibilities include managing budgets and forecasting, analyzing financial data using SQL, and collaborating with business units. Ideal candidates will have a quantitative degree, 2–4 years of experience in a financial role, and strong Excel skills. Benefits include paid time off, health insurance, and 401(k) contributions.

Qualifications

2–4 years of experience in FP&A or a similar financial role.
Experience with Workday or Adaptive Insights is a plus.
Solid understanding of financial statements, budgeting, forecasting, and variance analysis.

Responsibilities

Review and validate monthly financial results.
Manage the annual budget and monthly forecasts.
Build and maintain reports highlighting KPIs and financial metrics.

Skills

Analytical skills

Time-management

SQL knowledge

Experience with BI tools

Communication skills

Advanced Excel skills

Education

Bachelor’s degree in a quantitative field

Tools

SQL

Tableau

Microsoft Excel

Job description

Plymouth Rock Assurance provided pay range

This range is provided by Plymouth Rock Assurance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $125,000.00/yr

Direct message the job poster from Plymouth Rock Assurance

We’re looking for a motivated and detail-oriented Senior Financial Analyst to join our Direct Group Financial Planning & Analysis team. In this role, you’ll help shape financial strategies, support key business decisions, and provide insights that drive performance across the organization. If you enjoy solving problems, working with data, and partnering with leaders across the business, this is a great opportunity to make an impact.

RESPONSIBILITIES

Review Monthly Results: Review and validate monthly financial results, turning data into clear insights that help our business partners understand performance.
Lead Budgeting & Forecasting: Manage the annual budget and monthly forecasts, helping teams understand trends, risks, and opportunities.
Track Performance Metrics: Build and maintain reports that highlight KPIs and financial metrics, explain variances, and identify ways to improve results.
Partner with Business Units: Work closely with enterprise and other group FP&A teams, corporate finance, operations, and leadership teams to provide insights and support strategic discussions.
Work with Data Tools: Extract and analyze financial, operational, and production data using SQL, and present insights through clear, user-friendly dashboards and visualizations in Tableau or similar BI tools.
Maintain Databases: Develop and support SQL Server databases and Excel-based tools that improve data accessibility, enhance automation, and ensure reliable reporting infrastructure.
Process Improvement: Identify and implement enhancements to streamline workflows, increase data accuracy, and reduce manual effort through smarter processes and automation.
Support Key Initiatives: Perform cost/benefit analyses and other special projects that help guide strategic decisions and support our growth initiatives.
Ad Hoc Analysis: Provide thoughtful financial modeling and deep-dive analysis when new questions or opportunities arise.

QUALIFICATIONS

Bachelor’s degree in a quantitative field (e.g., Data Analytics, Finance, Economics, Mathematics, or related discipline).
2–4 years of experience in FP&A or a similar financial role.
Experience with Workday or Adaptive Insights is a plus.
Working knowledge of SQL and BI visualization tools (including advanced Excel dashboards).
Strong analytical skills and the ability to connect financial results to business performance.
Solid understanding of financial statements, budgeting, forecasting, and variance analysis.
Advanced Microsoft Excel skills; proficiency with all MS Office tools.
Experience building financial models and supporting data-driven decisions.
Strong time-management skills with the ability to juggle multiple priorities in a fast-paced environment.
Comfortable improving processes, managing projects, and working collaboratively with cross-functional teams.
Excellent communication skills with the ability to explain financial topics clearly to both financial and non-financial audiences.
Insurance industry experience (Life or P&C) is preferred but not required.

SALARY RANGE

The pay range for this position is $90,000 to $125,000 annually. Actual compensation will vary based on multiple factors, including employee knowledge and experience, role scope, business needs, geographical location, and internal equity.

PERKS & BENEFITS

4 weeks accrued paid time off + 9 paid national holidays per year
Low cost and excellent coverage health insurance options that start on Day 1 (medical, dental, vision)
Annual 401(k) Employer Contribution
Free onsite gym at our Woodbridge Location
Resources to promote Professional Development (LinkedIn Learning and licensure assistance)
Robust health and wellness program and fitness reimbursements
Various Paid Family leave options including Paid Parental Leave
Tuition Reimbursement

ABOUT THE COMPANY

The Plymouth Rock Company and its affiliated group of companies write and manage over $2 billion in personal and commercial auto and homeowner’s insurance throughout the Northeast and mid-Atlantic, where we have built an unparalleled reputation for service. We continuously invest in technology, our employees thrive in our empowering environment, and our customers are among the most loyal in the industry. The Plymouth Rock group of companies employs more than 1,900 people and is headquartered in Boston, Massachusetts. Plymouth Rock Assurance Corporation holds an A.M. Best rating of “A-/Excellent”.

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