Strategic Finance Associate: Forecasting & M&A

Oceanview Life & Annuity; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Oceanview Life and Annuity Company in New York is seeking an analytical Associate, Strategy and Financial Planning to support CFO and CEO on financial planning, forecasting, and strategic initiatives, including potential M&A opportunities. You will maintain financial projections, build budgets, run scenario analyses, and provide actionable insights to senior leadership.

Join a collaborative, fast-paced team and contribute to strategic decisions across Oceanview and Bayview Asset Management.

Qualifications

• 1-3 years of relevant experience in corporate finance or FP&A.
• Strong Excel modeling and PowerPoint presentation skills.
• Ability to communicate complex financial information clearly.

Responsibilities

• Maintain and update financial projections and models.
• Support budgeting, forecasting, and variance analysis.
• Evaluate M&A opportunities and strategic initiatives.
• Prepare materials for CFO, CEO, and Board of Directors.
• Collaborate with cross-functional teams for planning processes.

Skills

Excel proficiency

PowerPoint proficiency

Financial modeling

Analytical thinking

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field

Job description

Oceanview Life and Annuity Company in New York is seeking an analytical Associate, Strategy and Financial Planning to support CFO and CEO on financial planning, forecasting, and strategic initiatives, including potential M&A opportunities. You will maintain financial projections, build budgets, run scenario analyses, and provide actionable insights to senior leadership.

Join a collaborative, fast-paced team and contribute to strategic decisions across Oceanview and Bayview Asset Management.