Sr Financial Analyst

Assurant; United States; On-site; USD 65,000 - 108,000; Full time

Job summary

Assurant seeks a Senior Financial Analyst to join the Business Finance team in the United States. You will lead forecasting, budgeting, and performance reporting, delivering insights to guide strategic decisions and improve planning across the organization.

This role partners with finance, accounting, and business leaders to build models, develop scenarios, and present executive-ready analyses. Strong Excel, BI (Power BI), and SQL skills are required to turn data into actionable actions.

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field.
• 5+ years of experience in financial analysis, FP&A, or related analytical role.
• Strong financial modeling, forecasting, budgeting, and variance analysis capabilities.
• Ability to turn high-volume, complex data into clear insights and recommendations.
• Experience preparing management reporting, dashboards, and presentations for senior leaders.
• Advanced Excel skills and experience with financial systems or BI tools.
• Experience with Power BI and SQL or similar analytics tools.
• Strong communication and business partnering skills across cross-functional teams.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Lead financial analysis and decision support for budgeting, forecasting, performance reporting, and business planning.
• Prepare monthly and quarterly reviews with executive-ready reports, dashboards, and presentations.
• Perform variance analysis across actuals, plan, and forecast for key financial statements.
• Identify drivers, trends, risks, and opportunities; translate findings into recommendations.
• Build and enhance financial models, scenarios, and business cases for forecasting and investment decisions.
• Partner with finance, accounting, and business leaders to align assumptions and improve visibility.
• Support the annual budget, forecast updates, and ad hoc analyses.
• Maintain data integrity and streamline reporting processes.

Skills

Advanced Excel

Power BI

Forecasting

Budgeting

Variance analysis

Data storytelling

Executive reporting

Financial modeling

Cross-functional partnering

Attention to detail

Education

Bachelor’s degree in Finance/Accounting/Business

Tools

Power BI

SQL

Job description

Overview of Position

We are seeking a high-impact Senior Financial Analyst to join our Business Finance team. In this role, you will help lead forecasting, budgeting, performance reporting, and strategic financial analysis that supports critical business decisions. You will partner closely with finance, accounting, and business leaders to deliver clear insights, improve performance visibility, and strengthen planning across the organization. This opportunity is ideal for a highly analytical, business-minded professional who enjoys solving complex problems, building decision-support tools, and influencing outcomes through thoughtful financial insight.

What will my duties and responsibilities be in this job?

• Lead financial analysis and decision support for budgeting, forecasting, performance reporting, and business planning.
• Prepare monthly and quarterly financial reviews, including executive-ready reports, dashboards, presentations and client level reporting.
• Perform variance analysis across actuals, plan, and forecast for key financial statement lines and metrics across Renters Solutions products and clients.
• Analyze financial and operational performance to identify drivers, trends, risks, and opportunities and translate findings into actionable recommendations.
• Build and enhance financial models, scenarios, and business cases to support forecasting, strategic initiatives, and investment decisions.
• Partner with finance, accounting, and business leaders to align assumptions, improve visibility, and support decision-making.
• Support the annual budget, forecast updates, and ad hoc analysis, ensuring accuracy, timeliness, and clarity.
• Maintain data integrity and reporting consistency while identifying opportunities to improve processes, tools, and analytical efficiency.

What are the requirements needed for this position?

• Bachelor’s degree in Finance, Accounting, Business, or a related field.
• Minimum of 5+ years of experience in financial analysis, FP&A, business finance, or a related analytical role.
• Strong financial modeling, forecasting, budgeting, and variance analysis capabilities.
• Demonstrated ability to turn high volume, complex financial and operational data into clear insights, recommendations, and business actions.
• Experience preparing management reporting, dashboards, and presentations for senior leaders.
• Advanced Excel skills and experience using financial systems, reporting tools, or business intelligence platforms.
• Experience with Power BI, SQL or similar analytics and business intelligence tools.
• Strong communication and business partnering skills, with the ability to influence and collaborate across cross-functional teams.
• Ability to manage multiple priorities, work independently, and succeed in a fast-paced, evolving environment.

What other skills/experience would be helpful to have?

• Advanced degree or professional certification such as CPA, CFA, or MBA.
• Experience with ERP or planning systems.
• Experience supporting strategic planning, investment analysis, or enterprise-wide business initiatives.
• Background partnering directly with senior business leaders on performance management and decision support.
• Experience using AI-enabled tools to improve analysis, reporting, forecasting, or workflow efficiency.
• Thorough understanding of business issues and concepts related to insurance or financial services industry

Pay Range

$64,900.00 - $108,200.00
Any posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.

If there is no posting end date listed then this is a pipeline requisition, and we will continue to collect applications on an ongoing basis.

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Company Overview

Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world’s leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products, and other specialty products.

AI and Biometric Usage

Assurant supports the responsible use of Artificial Intelligence (AI), but we want to know the real you. Visit our AI Usage Guidelines page to understand what we expect from applicants regarding their use of AI during the application process. Since we would like to know the real you, we require that all of our virtual interviews be conducted on video.

Employment is contingent upon completion of a required identity verification process, which may include biometric technology, where permitted by applicable law and subject to applicable notice and consent requirements. See our Privacy Notice to learn about Assurant’s privacy practices, including our use of AI-enabled technology, automated decision making, and biometric information.

Equal Opportunity Statement

Assurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by federal, state, or local law in employment decisions.

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