Sr. Financial Analyst

West Congress Insurance Services; Manchester (NH); On-site; USD 90,000 - 120,000; Full time

Job summary

West Congress Insurance Services in Manchester, NH is seeking a Senior Financial Analyst to join our Finance team. The role combines FP&A with accounting, delivering budgeting, forecasting, modeling, variance analysis, and management reporting to drive business performance.

The ideal candidate will have advanced Excel skills, strong analytical ability, and the ability to partner with leaders across the organization; insurance industry experience is preferred but not required.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of FP&A, accounting, or corporate finance.
• Strong understanding of financial statements and accounting principles.
• Proficient in advanced Excel and financial modeling.
• Experience with budgeting and forecasting processes.
• Excellent analytical and problem-solving skills.
• Ability to manage multiple priorities and meet deadlines.
• Strong written and verbal communication skills.

Responsibilities

• Prepare monthly financial reporting packages with variance analysis.
• Develop and maintain financial models to support forecasting and budgeting.
• Assist in annual budgeting and quarterly forecasting.
• Analyze trends, identify drivers, and communicate insights to management.
• Partner with accounting during monthly close for accurate reporting.
• Reconcile data between accounting and FP&A systems.
• Support management, executive and Board reporting.
• Evaluate performance and recommend profitability improvements.
• Assist with ad hoc analyses and strategic initiatives.
• Improve reporting processes through automation and better tools.

Skills

Advanced Excel

Financial Modeling

FP&A Experience

Budgeting & Forecasting

Variance Analysis

Analytical Thinking

Cross-Functional Collaboration

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft Dynamics 365

Power BI

Job description

Job Details

Job Location: Manchester, NH 03101

Position Summary

We are seeking a highly motivated and analytical Senior Financial Analyst to join our Finance team. This role combines financial planning & analysis with accounting, providing meaningful insight into business performance through budgeting, forecasting, financial modeling, variance analysis, and management reporting. The ideal candidate is a self-starter who enjoys solving complex business problems, has advanced Excel skills, and can effectively partner with leaders across the organization.

Insurance industry experience is preferred but not required.

Key Responsibilities

• Prepare monthly financial reporting packages, including detailed variance analysis against budget, forecast, and prior periods.
• Develop and maintain financial models to support forecasting, budgeting, strategic initiatives, and business decisions.
• Assist in the annual budgeting and quarterly forecasting processes.
• Analyze financial and operational trends, identify key drivers, and communicate actionable insights to management.
• Partner with accounting during the monthly close process to ensure accurate financial reporting.
• Reconcile financial data between accounting and FP&A systems while maintaining data integrity.
• Support management reporting, executive presentations, and Board reporting.
• Evaluate business performance and provide recommendations to improve profitability and operational efficiency.
• Assist with ad hoc financial analysis, special projects, and strategic initiatives.
• Continuously improve financial reporting processes through automation and enhanced reporting tools.

QualificationsQualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 5+ years of progressive experience in FP&A, accounting, or corporate finance.
• Strong understanding of financial statements and accounting principles.
• Financial modeling experience strongly preferred.
• Advanced Microsoft Excel skills, including complex formulas, PivotTables, Power Query, and financial modeling.
• Experience with budgeting and forecasting processes.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Ability to manage multiple priorities while meeting deadlines.
• Strong written and verbal communication skills.
• Self-motivated with the ability to work independently and collaboratively across departments.

Preferred Qualifications

• Insurance industry experience (Property & Casualty, MGA, or broader insurance operations) is a plus.
• Experience with ERP systems such as Microsoft Dynamics 365 or similar platforms.
• Experience with Power BI or other business intelligence tools is a plus.

Key Competencies

• Financial Analysis
• Variance Analysis
• Financial Modeling
• Budgeting & Forecasting
• Accounting Knowledge
• Advanced Excel
• Critical Thinking
• Process Improvement