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Senior Financial Analyst

4 months ago

Exton, United States iPipeline Full time

Overview:

As a global market leader, iPipeline combines technology, innovation, and expertise to deliver ground-breaking, award-winning software solutions that transform the life insurance, financial services, and protection industries. With one of the industrys largest data sets, we help advisors/advisers and agents to transform paper and manual operations into a secure, seamless digital experience from proposal to commission so they can help better secure the financial futures of their clients.

At iPipeline, youll play a major role in helping us to provide best-in-class, transformative solutions. Were passionate, creative, and innovative, and together as a team, we continually strive to advance, accelerate, and expand the reach of our technology. We value different perspectives and are committed to creating an environment that embraces diverse backgrounds and fosters inclusion.

Were proud that weve been recognized as a repeat winner of various industry awards, demonstrating our excellence and highlighting us as a top workplace in both the US and the UK. We believe that the culture weve built for our nearly 900 employees around the word is exceptional -- and weve created a place where our employees love to come to work, every single day.

Come join our team

About iPipeline

Founded in 1995, iPipeline operates as a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 1000 indices. iPipeline is a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industries in North America, and life insurance and pensions industries in the UK. We couple one of the most expansive digital and automated platforms with one of the industrys largest data libraries to accelerate, automate, and simplify various applications, processes, and workflows from quote to commission with seamless integration. Our vision is to help everyone achieve lasting financial security by delivering innovative solutions that connect, simplify, and transform the industry.

iPipeline is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to gender, race, color, religious creed, national origin, age, sexual orientation, gender identity, physical or mental disability, and/or protected veteran status. We are committed to building a supportive and inclusive environment for all employees.

Responsibilities:

Job Description

  • We are seeking a highly analytical and detail-oriented Senior Financial Analyst to join our Finance department. This role will play a critical role in driving financial planning, analysis, and decision support for our innovation and product development initiatives. Responsibilities include monthly, quarterly, and ad hoc financial reporting, using historical trends and insights to drive optimization of operations and track KPIs. This role will be responsible for communicating and presenting results to various levels of the organization, so clear communication, attention to detail, and strong business acumen are vital to position.

Key Responsibilities

  • Serve as a trusted liaison to the R&D and Product management teams, providing financial insights and guidance to evaluate new product proposals and R&D initiatives through financial modeling and analysis, assessing potential returns, risks, and strategic fits.
  • Lead the development and execution financial planning process for the R&D and Product Management departments, including annual budgets, quarterly forecasts, and strategic planning.
  • Prepare regular financial reports and dashboards for R&D and Product management leadership, highlighting key performance metrics, variances, and actionable insights.
  • Partner with project managers and R&D leaders to track project budgets, monitor spending against plan, and provide financial insights to support decision making and resource allocation.
  • Develop financial models to evaluate new product proposals and R&D initiatives assessing potential returns, risks, and strategic fits.
  • Collaborate with Product management teams to develop pricing strategies and perform profitability analysis for new and existing products.
  • Prepare financial reports and presentations for management, summarizing key findings, insights, and recommendations.
  • Drive process improvements and automation initiatives to enhance the efficiency and effectiveness of financial planning and analysis activities within R&D and Product Management departments.
  • Conduct system data validation to ensure accuracy of reporting.
  • Perform ad-hoc financial analysis and special projects as requested by management to support strategic initiatives and business needs.
Qualifications:
  • Bachelors degree in accounting and/or Finance.
  • Minimum of 3-5 years of experience as a Financial Analyst, or similar role with focus on supporting R&D and Product Management organizations.
  • Strong proficiency in financial modeling, forecasting techniques, excel. Experience with Power BI, Intacct, and Adaptive a plus.
  • Proven ability to partner effectively with cross-functional teams and communicate complex financial concepts to non-finance stakeholders.
  • Excellent analytical skills with the ability to translate complex data into actionable insights.
  • Ability to thrive in fast-paced, dynamic environment and manage multiple priorities effectively.
  • Must have excellent written, verbal, and presentation skills.