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FP&A Senior Analyst

3 months ago

Midvale, United States Bamboo Insurance Full time
Job DescriptionJob Description

Job Summary:

The FP&A Analyst is responsible for various finance, accounting, and reporting functions. This role will work with accounting to ensure month end financial reporting, while also working with the business to provide non financial KPI reporting. The Director of FP&A will be responsible for developing and presenting reports for senior management that are accurate and timely. In addition, this position will assist the data analysts on the Product team.

Duties/Responsibilities:

· Month end financial reporting

· Non financial KPI reporting

· Building and maintaining Tableau dashboards

· Data analytics

· Annual financial plan

· Quarterly forecasts

· Building and presenting materials for senior management

Required Skills/Abilities:

· Excellent Microsoft Excel skills

· Data management

· Detail oriented with strong analytical and problem-solving skills.

· Excellent interpersonal, written, and verbal communication skills.

· Ability to establish rapport, credibility, trust, and positive relationships with all departments.

· Proficient in effectively planning and prioritizing work activities.

· Ability to work with technology platforms, including Microsoft Office Suite. Excel experience preferred.

· Strong understanding of insurance products, policies, and services.

Required Education and Experience:

· Bachelor’s Degree in Finance, Accounting, or other business related area

· 3+ years of experience working in FP&A

Preferred Requirements:

· Advanced knowledge of Microsoft Excel (ie Pivot Tables, Vlookups)

· Tableau Experience

· Experience working in Insurance

Physical Requirements:

· Prolonged periods of sitting at a desk and working on a computer.

Bamboo is committed to the principles of equal employment. We are committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations.