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Financial Analyst
2 months ago
About Us:
World Insurance Associates is a rapidly growing insurance brokerage and wealth management company. Through our partnership with Private Equity investors, we have tripled the size of the firm over the last three years through a robust M&A strategy as well as solid organic growth.
We are seeking a strong Financial Analyst with 3-5 years of experience to handle our financial statement modeling (Income Statement and Cashflows) as well as provide support with compensation expense analysis.
Responsibilities:
- Build/Maintain/Update the firm’s 5-year planning model, build out and expand on income statement and cashflow modeling as well as M&A projections.
- Provide close support for our PE investors as well as senior leadership on any ad-hoc requests with regards to data needs or model changes.
- Develop close relationships with key leaders within the organization, gather important information and inputs for modeling purposes.
- Assist the Manager of FP&A with maintaining compensation data as well as written analysis on compensation expense changes vs budget and prior year.
- Assist the greater FP&A team during key reporting cycles with insights into compensation expense drivers and themes.
- Work Closely with HR during the budgeting cycle to gather compensation data.
Qualities we are looking for:
- Strong expertise in financial modeling preferably with prior Private Equity exposure.
- Self-starter with a very strong sense of initiative.
- Very technically savvy, expert knowledge of advanced Excel functionality and Power Point.
- Prior knowledge of NetSuite, Adaptive Planning and Power BI is a plus but not required.
- Finance/Accounting/Economics degree, MBA/CFA/CPA a plus.
- Ability to translate complicated financial concepts to a broader audience.
- Strong communication skills as this role will expose you to senior leadership across the organization as well as our PE investors.
- Ability to manage large data sets quickly and efficiently, attention to detail is a must.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
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