Sr. Analyst Financial Planning and Analysis

Best Doctors Insurance Limited; Miami (FL); On-site; USD 120,000 - 170,000; Full time

Job summary

Best Doctors Insurance Limited is seeking a Finance Transformation Program leader to drive improvements in reporting, budgeting, and planning processes under direct Finance VP supervision. The role also focuses on advancing data modeling and analytics capabilities in collaboration with the Data & Analytics team to standardize financial processes and enhance executive decision-support insights.

Responsibilities include leading the transformation program across FP&A, accounting, treasury and

Qualifications

• Bachelor Degree in Accounting, Economy or Business Administration.
• MBA, master’s degree in finance, Business Analytics, Data Science, or related discipline preferred but not exclusive
• Solid 5 years growing experience in financial planning, accounting, or Big four auditing company.
• Preferred knowledge/Experience with Insurance companies
• Strong experience with Power BI, Tableau, Phyton or other business intelligence and visualization tools.
• Working knowledge of SQL, database structures, and data analytics methodologies.

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.

Skills

Power BI

Tableau

Python

SQL

Education

Bachelor's degree in Accounting, Economy or Business Administration

MBA or master's in Finance, Business Analytics, Data Science or related

Job description

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.

QUALIFICATIONS:

• Bachelor Degree in Accounting, Economy or Business Administration.
• MBA, master’s degree in finance, Business Analytics, Data Science, or related discipline preferred but not exclusive
• Solid 5 years growing experience in financial planning, accounting, or Big four auditing company.
• Preferred knowledge/Experience with Insurance companies
• Strong experience with Power BI, Tableau, Phyton or other business intelligence and visualization tools.
• Working knowledge of SQL, database structures, and data analytics methodologies.