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Analyst, Financial Planning
1 month ago
At Coaction, we’re a unique mix of leaders, achievers, thinkers, and team players with a high-performance mindset and a diverse skillset. We bring our industry expertise together to continually push the boundaries of what insurance can be for our clients. Job Description As an FP&A Analyst, you will be responsible for supporting all aspects of the company’s financial planning and strategy. The ideal candidate will be able to leverage prior experience to increase the analytical capabilities of the company. Responsibilities Perform planning and forecasting activities for various business unit and lines. Analyze financial results and investigate significant fluctuations or unusual trends. Identify opportunities to increase efficiency and effectiveness of reporting. Compile metrics and analysis on various portions of the P&L including Premium, Reinsurance, Losses, Commissions and Expenses. Provide business leaders with relevant, timely, and impactful financial and metric data to inform business decisions. Maintain and improve data element mappings and modeling calculations. Develop transaction-specific, market-related, and strategic presentation materials for management and the Board of Directors. Assist in the monthly and quarterly management reporting process. Prepare data and analysis for ad-hoc requests and special projects. Qualifications BS/BA degree in accounting or finance with at least one year of accounting/analysis experience, preferably within or supporting the property and casualty insurance/reinsurance industry. Strong communication and interpersonal skills both written and oral. Strong technical and analytical skills, as well as the ability to work with large amounts of data. Demonstrate experience of good planning and organizational skills and be able to effectively multi-task. Ability to work well with senior levels of management. Ability to work effectively as part of the wider finance team. Ability to independently work through and resolve issues as they arise. Experience working in a deadline-driven environment. Strong knowledge of Microsoft Office products. This role must sit in our Morristown, NJ office on a hybrid work schedule. Equal Opportunity Employer Coaction is an Equal Employment Opportunity employer. Coaction’s policy is not to discriminate against any applicant or employee based on race, color, religion, national origin, gender, age, sexual orientation, gender identity or expression, marital status, mental or physical disability, and genetic information, or any other basis protected by applicable law. Coaction also prohibits harassment of applicants or employees based on any of these protected categories. #J-18808-Ljbffr