Financial Analyst III

2 days ago

Newport Beach, United States Ledgent Technology Full time

Job Description:

Summary:

We're actively seeking a talented Financial Planning and Analysis Analyst to assist our Institutional Division Finance team in Newport Beach, CA. This position requires onsite and some remote work days. You will fill a temporary backfill role that sits on a team consisting of the head of finance and three financial senior analysts and consultants. In this role, you will support the division's planning, forecasting, budgeting, expense management, and reporting of results to divisional and corporate executive management.


Core Responsibilities:

  • Prepare accurate, timely, and high-quality financial forecasts, projections, and analyses of financial and operational results that provide the story behind the financial data
  • Prepare financial analyses for determining past financial performance and/or projection of future financial results
  • Work with key stakeholders across the division to analyze quarterly results and develop analytics and management reporting to understand business results and support strategic decision-making
  • Manage, analyze, and report on budgeted expenses and expense allocations for the division
  • Establish the division's expense policy and processes and perform the division's annual expense assumptions study
  • Prepare ad-hoc financial analysis and management reports as requested by senior management
  • Participate on various finance, new business, or product development initiatives and projects for the Institutional Division


Requried experience/education:

  • Bachelor's degree required in Business, Finance, Accounting, Actuarial or related field
  • 7+ years of experience with mix of public accounting and private accounting and finance experience strongly preferred
  • Experience in Insurance industry or relevant experience in a Financial Planning and Analysis role is preferred
  • Experience in developing projections, analytics, and reporting of financial results; strong understanding of business drivers and results
  • Demonstrated initiative to quickly pick up new concepts and tools, as well as identify and implement improvements
  • Ability to work well under pressure and manage multiple deliverables
  • Strong project management skills to plan, lead, and coordinate initiatives across the division
  • Fundamental understanding of financial statements, financial planning, and analysis concepts
  • Experience in analytical, reporting, and modeling tools, including Hyperion Planning (EPBCS), OAC, PCMCS, Essbase/Smartview, Power BI, and wDesk is preferred
  • High level of proficiency in Excel and PowerPoint


Must Have Skills:

  • Experience in developing projections, analytics, and reporting of financial results; strong understanding of business drivers and results
  • Fundamental understanding of financial statements, financial planning, and analysis concepts
  • High level of proficiency in Excel
  • Prepare accurate, timely, and high-quality financial forecasts, projections, and analyses of financial and operational results that provide the story behind the financial data
  • Prepare financial analyses for determining past financial performance and/or projection of future financial results


Nice To Have:

  • Experience in Insurance industry or relevant experience in a Financial Planning and Analysis role is preferred



All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.

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