Lead FP&A Analyst

2 weeks ago

San Diego, California, United States GMMI Inc. Full time


GMMI Inc. is committed to fostering a diverse and inclusive workplace where employees strive to make a significant impact on the lives of our clients.

As a company, we take pride in delivering exceptional service while being conscious of our corporate responsibilities and environmental impact.


Employee Benefits:
- Inclusive and professional work environment
- 401(k) company match
- Competitive Paid Time Off policy
- Generous employer contributions for health, dental, and vision insurance
- Company-paid short-term and long-term disability insurance
- Paid maternity and paternity leave
- Employee assistance program
- Wellness initiatives
- Engaging employee and company events
- Discounts on travel insurance

Salary Range:
$110,000 - $140,000

About Us:

GMMI Inc. is a proud member of the Europ Assistance Group brand, offering a variety of corporate and product brands.


Our North American brands include:

CSA:
US travel insurance brand for retail and lodging partners.

GMMI Inc. serves as the primary corporate brand in the United States for travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products.


GMMI:
the industry benchmark for global medical cost containment and medical risk management solutions.

Iris, Powered by GMMI:
identity and digital protection solution.

Trip Mate:
US travel insurance brand for tour operators, cruise lines, and airlines.
Position Overview:

The Senior FP&A Analyst will play a crucial role in developing the annual budget and quarterly forecasts, constructing and analyzing financial models, and collaborating on executive presentations.

The ideal candidate will possess the ability to manage multiple projects, translate both quantitative and qualitative concepts into financial models and metrics, and analyze all components of the P&L.

This role will engage with and support managers in planning and expense analysis.

Key Responsibilities:
- Annual Budgeting and Quarterly Forecasting
- Collaborate with stakeholders and business units to define annual revenue and expense budgets.
- Prepare budget presentations and supporting documentation.
- Update annual budgets with quarterly forecasts and conduct variance analysis.
- Maintain sales and expense budget/forecast models.
- Monthly and Quarterly Reporting
- Provide monthly analysis and commentary focused on revenue, with additional support across the organization.
- Assist in preparing the US Branch P&L and commentary on variances between actuals, budget, and forecast.
- Compile, analyze, and distribute forecasts and analysis to business partners.
- Prepare quarterly presentations for executives.
- Process Improvement
- Enhance legacy financial models, create and modify reporting to drive strategic decisions.
- Maintain and improve profitability P&L by account.

Qualifications:
- 5+ years of experience in corporate finance (preferably from a public company).
- Advanced to expert-level proficiency in Microsoft Excel and PowerPoint required.
- Experience with SAP/BW/Hyperion/Oracle or other large automated accounting systems is preferred.
- Familiarity with Anaplan or other financial planning tools.
- Strong verbal and written communication skills are essential.
- Exceptional interpersonal and customer service abilities.
- Capacity to manage multiple tasks effectively.
- Strong analytical, problem-solving, and financial modeling skills.
- Ability to efficiently pull and analyze data, providing accurate, relevant, and timely information and analysis.
- Capability to work independently with minimal supervision while handling a variety of complex and non-routine tasks.
- Attention to detail and accuracy in data management.
- Ability to interface effectively in a fast-paced, dynamic environment with all organizational levels.
- Demonstrated judgment, tact, and diplomacy in interactions with internal customers.
- Initiative, enthusiasm, intellectual curiosity, and teamwork skills are essential.
- Strong problem-solving abilities and results-oriented mindset.
- A solid work ethic is a must.

Education:
- A Bachelor's degree in Accounting, Finance, Business, or a related field is required. An advanced degree is preferred.
Where you'll be working:
This is a hybrid role that combines both onsite and remote work options.

As a hybrid position, you will work onsite for a portion of the week while enjoying the flexibility of remote work for the remainder.

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