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Senior Financial Planning Analyst

2 months ago

New York, New York, United States Independence Pet Group Full time

Company Overview:

Independence Pet Holdings (IPH) stands as one of North America's premier organizations in pet insurance and related services. With a robust portfolio supporting insurance for over 1,000,000 pets across the U.S. and Canada, we are dedicated to enhancing the well-being, safety, and resources available to the pet industry, including microchip identification and an online pet registry.

Our mission is to fortify the unique bond between pets and their owners through our innovative range of products and services. Recognizing the significance of pets as family members, our team of 1,200 passionate individuals is committed to making a positive impact on the lives of our four-legged companions.

Position Summary:

Independence Pet Holdings, Inc. is in search of a hybrid Senior Analyst, Financial Planning & Analysis (FP&A). This pivotal role is tasked with supporting FP&A functions across all brands in North America. The individual in this position will be instrumental in delivering business analysis, metrics, dashboards, and essential decision support to management, enabling informed decisions and fostering valuable insights and transparency throughout the portfolio.

The Senior Analyst, FP&A will report directly to the Vice President of Finance. Responsibilities encompass establishing consistent planning processes and procedures, standardizing key performance metrics reporting, facilitating communication across brands, and ensuring the provision of accurate and reliable data to leadership. Success in this rapidly evolving organization requires strong analytical skills and a commitment to delivering timely and effective results in a dynamic environment.

Compensation:

$90,000 - $110,000 annually

Key Responsibilities:

  • Support the annual planning process and regular re-forecasting activities.
  • Consolidate, prepare, and analyze financial management reports for monthly and quarterly operating results, board presentations, and various ad-hoc requests.
  • Serve as a key liaison between corporate FP&A and finance teams across brands.
  • Manage partnerships with regular check-ins and updates within the finance organization.
  • Report accurate and timely results along with variance analysis against plans, forecasts, and prior years.
  • Drive continuous improvement by leveraging technology to design and implement innovative solutions.
  • Enhance information provided for the entire portfolio of brands.
  • Design and develop forecasting models and data allocation strategies.
  • Create financial management templates to ensure consistent inputs from brands.
  • Develop standardized business review presentations.
  • Establish dashboards and key performance indicators to facilitate effective business insights.
  • Maintain ongoing knowledge of the financial performance of all three financial statements at the parent level.
  • Develop deep expertise in the underlying business, technology, controls, and governance supporting planning and reporting processes.
  • Contribute to M&A processes and valuation practices while assisting in the implementation of acquired businesses.
  • Collaborate closely with parent controllership to ensure consistent application of financials on the P&L and Balance Sheet.
  • Play a key role in the ERP and EPM implementation process.
  • Perform other duties as assigned.
Required Qualifications:
  • Bachelor's degree.
  • 3+ years of experience in corporate accounting and/or finance or related fields.
Preferred Qualifications:
  • Degree in Finance or Accounting.
  • CMA, CPA, or MBA preferred.
  • Strong understanding of US GAAP.
  • Experience in financial reporting, statement consolidations, and intercompany allocation processes.
  • Expertise in budget development, long-range planning, and forecasting across multiple cycles.
  • Familiarity with Enterprise Planning systems (e.g., Microsoft Dynamics) and Payroll & Benefit systems (e.g., Workday).
  • Proven ability to deliver data-driven solutions with a department-first mindset.
  • Advanced skills in Microsoft Office, particularly Excel and PowerPoint.
Benefits:

Our positions offer a comprehensive benefits package, including healthcare, parental leave, and opportunities for career advancement. Specific offerings may vary based on the location of employment and can include:
  • Comprehensive medical, dental, and vision insurance.
  • Basic life insurance at no cost to the employee.
  • Company-paid short-term and long-term disability.
  • 12 weeks of fully paid parental leave.
  • Health Savings Account (HSA).
  • Flexible Spending Accounts (FSA).
  • Retirement savings plan.
  • Personal Paid Time Off.
  • Paid holidays and a company-wide wellness day off.
  • Paid time off for volunteering at nonprofit organizations.
  • Pet-friendly office environment.
  • Commuter benefits.
  • Group pet insurance.
  • On-the-job training and skills development.
  • Employee Assistance Program (EAP).