Sr. Analyst Financial Planning and Analysis

Best Doctors Insurance Services Llc; Miami (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

Best Doctors Insurance Services Llc seeks a Finance Transformation Leader to drive reporting, budgeting and planning improvements, and to standardize financial processes across the organization.

You will collaborate with the D&A team to enhance data architecture and analytics, support AI adoption, and provide executive decision-support insights.

Qualifications

• Bachelor degree required in Accounting, Economics, or Business Administration.
• MBA or related master’s preferred but not required.
• 5+ years in financial planning, accounting, or Big Four auditing.
• Experience in insurance industry preferred.
• Strong BI and analytics experience.

Responsibilities

• Lead Finance Transformation Program aligned with strategic objectives.
• Identify and implement improvements in FP&A, Accounting, and Treasury.
• Redesign and standardize finance processes and reporting frameworks.
• Enhance management reporting for executive leadership and Board.
• Partner with D&A to advance data architecture and analytics.
• Contribute to Finance AI adoption strategy and roadmap.

Skills

FP&A leadership

Finance transformation

Data analytics

Executive reporting

Cross-functional collaboration

Education

Bachelor's degree in Accounting, Economics, or Business Administration

MBA or related advanced degree

Tools

Power BI

Tableau

Python

SQL

Job description

POSITION PURPOSE:Under direct Finance VP supervision, lead the Finance Transformation Program, including, but not limited to, driving improvements in reporting, budgeting, and planning processes; implementing efficiency and productivity initiatives across all finance functions; advancing data modeling and analytics capabilities in collaboration with the Data & Analytics (D&A) team; standardizing financial processes across the organization; enhancing management reporting; and providing executive decision-support insights. This role will serve as a key contributor to the Finance AI adoption journey, helping transform the Finance organization into a digital-driven function.ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:Lead and coordinate the Finance Transformation Program, ensuring initiatives are aligned with strategic business objectives and finance priorities.Identify, evaluate, and implement opportunities to improve finance processes, controls, and operating efficiency across FP&A, Accounting, Treasury, Finance Operations, Controllership and other finance functions.Drive continuous improvement initiatives focused on automation, simplification, productivity enhancement, and cost optimization.Support the redesign and standardization of finance processes, policies, and reporting frameworks across the organization.Enhance management reporting packages for executive leadership and Board-level audiences.Analyze financial and operational performance trends, identifying risks, opportunities, and recommendations for management action.Partner with the Data & Analytics (D&A) team to advance finance data architecture, reporting capabilities, and analytical solutions.Act as a key contributor to the Finance AI adoption strategy and digital transformation roadmap.Bachelor Degree in Accounting, Economy or Business Administration.MBA, master’s degree in finance, Business Analytics, Data Science, or related discipline preferred but not exclusiveSolid 5 years growing experience in financial planning, accounting, or Big four auditing company.Preferred knowledge/Experience with Insurance companiesStrong experience with Power BI, Tableau, Phyton or other business intelligence and visualization tools.Working knowledge of SQL, database structures, and data analytics methodologies.