Senior FP&A Analyst – Data-Driven Finance & Forecasting

Wilton Re; Norwalk (CT); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

401(k) plan with employer contribution

Profit sharing program

Health, vision, dental, and life ins.

Hybrid working environment

Job summary

Wilton Re in Norwalk, CT, seeks a Senior/FP&A Analyst to bridge analytics with business management. The role focuses on developing insights to drive data-driven decisions across the organization and improve processes through analytics models and collaboration with internal teams.

The candidate will analyze investment income, expenses, and underwriting results, support budgets and forecasts, and build automated analytic reports. Strong Excel and BI skills are essential.

Qualifications

• 3+ years of experience within Life insurance (reinsurance).
• Understanding of US GAAP, US Statutory, and/or Life Insurance tax accounting principles.
• High level of proficiency in MS Office Suite, particularly Excel.
• Exceptional analytical, logical reasoning and problem-solving skills.
• Excellent verbal and written communication skills.
• Exemplary teamwork skills as well as excellent interpersonal skills.
• Self-starter: able to initiate, prioritize, and complete assignments with minimal supervision.
• Eagerness and ability to learn and adapt technologies, industry practices, tools, and trends.
• Strong organizational skills, strong project management skills, attention to detail and continuous process improvement mindset.

Responsibilities

• Perform analysis of investment income, expenses, and underwriting results, and compare against budget and modeled results.
• Prepare reports to communicate financial results to management in clear and concise formats.
• Participate in developing enterprise annual budgets and forecasts.
• Support the accounting and finance stakeholders with automation and build out customized analytic reports for financial and operational reporting.
• Aggregate data points from existing proprietary data warehouse to create relevant reporting outcomes in support of FP&A.
• Perform data analysis to generate reports and recommendations aligned to business needs and objectives.
• Provide results from research to assist management in decision-making.
• Analyze and determine data, system, and program requirements for departmental projects.
• Work with business partners to define and create reporting dashboards and support ongoing data monitoring for financial data across systems.
• Perform analysis of ways to control costs, maintain efficiency, and improve effectiveness of our business processes.

Skills

MS Office proficiency

Excel

Data analysis

SQL queries

Power BI/Tableau

US GAAP knowledge

Financial reporting

Education

BS/BA in Finance, Accountancy, or Mathematics

CPA or MBA a plus

Experience with data warehouse concepts

Tools

Power BI

Tableau

SQL

Job description

Wilton Re in Norwalk, CT, seeks a Senior/FP&A Analyst to bridge analytics with business management. The role focuses on developing insights to drive data-driven decisions across the organization and improve processes through analytics models and collaboration with internal teams.

The candidate will analyze investment income, expenses, and underwriting results, support budgets and forecasts, and build automated analytic reports. Strong Excel and BI skills are essential.