Strategic Finance & M&A Associate

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

Job summary

Oceanview Life and Annuity Company is seeking an analytical Associate, Strategy and Financial Planning to report to the CFO and interface with the CEO on budgeting, forecasting, and strategic initiatives including M&A.

The role involves maintaining financial projections, developing budgets, and evaluating opportunities, with interaction across Oceanview and Bayview teams. This position will help shape company strategy and performance reporting.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• 1–3 years of relevant experience in corporate finance, FP&A, accounting, investment banking, equity research, or related analytical roles.
• Strong foundation in financial statements and financial modeling.
• Advanced proficiency in Excel and PowerPoint.
• Excellent written and verbal communication skills.
• Ability to work independently and manage multiple priorities.
• Experience with M&A analysis, valuation, insurance, or financial services is a plus.

Responsibilities

• Maintain and update financial projections and underlying models.
• Support annual budgeting and forecasting processes.
• Develop alternative scenarios, sensitivity analyses, and forecasts.
• Analyze actual results vs budgets; report findings to senior management.
• Prepare analyses and materials for CFO, CEO, and Board.
• Evaluate potential M&A opportunities and strategic initiatives.
• Collaborate with cross-functional teams to improve planning processes.

Skills

Financial modeling

Excel

PowerPoint

Stakeholder communication

M&A analysis

Financial statements

Independent work

Financial services knowledge

Education

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

Tools

MS Office (Excel, PowerPoint)

Job description

Oceanview Life and Annuity Company is seeking an analytical Associate, Strategy and Financial Planning to report to the CFO and interface with the CEO on budgeting, forecasting, and strategic initiatives including M&A.

The role involves maintaining financial projections, developing budgets, and evaluating opportunities, with interaction across Oceanview and Bayview teams. This position will help shape company strategy and performance reporting.