Lead Financial Planning Analyst

1 week 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 foremost organizations in pet insurance and services. Our diverse portfolio of brands supports insurance for over 1,000,000 pets across the U.S. and Canada, offering essential resources, safety, and innovative solutions to the pet industry, including microchip identification and an online pet registry.

IPH is dedicated to enhancing the unique bond between pets and their owners through a range of innovative products and services. With a team of 1,200 passionate individuals, we strive to positively impact the lives of our beloved four-legged companions.

Position Summary:

We are seeking a hybrid Senior Analyst, Financial Planning & Analysis (FP&A) to play a pivotal role in supporting FP&A activities across all brands in North America. This critical position is designed to deliver value through comprehensive business analysis, metrics, dashboards, and essential decision support for management, facilitating informed decisions and providing valuable insights into the portfolio.

The Senior Analyst, FP&A will report directly to the Vice President of Finance. Responsibilities include establishing consistent planning processes, standardizing key performance metrics reporting, and ensuring effective communication across brands while delivering accurate and reliable data to leadership. Success in this role requires strong analytical skills and the ability to produce timely results in a dynamic environment.

Compensation:

$90,000 - $110,000 annually

Key Responsibilities:

  • Support the annual planning and recurring re-forecasting processes.
  • Prepare and analyze financial management reports for monthly and quarterly operating results, board presentations, and ad-hoc requests.
  • Act as a liaison between corporate FP&A and finance teams across brands.
  • Manage partnerships and conduct regular updates within the finance organization.
  • Report accurate results and variance analysis against plans, forecasts, and prior years.
  • Drive continuous improvement by leveraging technology to enhance processes.
  • Enhance information provided to the entire portfolio of brands.
  • Design and develop forecasting models and data allocation strategies.
  • Create financial management templates for consistent brand inputs.
  • Develop standardized business review presentations.
  • Establish dashboards and key performance indicators for effective business insights.
  • Maintain knowledge of financial performance across all three financial statements at the parent level.
  • Develop expertise in the underlying business, technology, controls, and governance supporting planning and reporting.
  • Contribute to M&A processes and valuation practices, driving the implementation of acquired businesses.
  • Collaborate with parent controllership to ensure consistent financial applications on the P&L and Balance Sheet.
  • Contribute to ERP and EPM implementation processes.
  • Perform other duties as assigned.
Required Qualifications:
  • Bachelor's degree.
  • 3+ years of experience in corporate accounting and/or finance.
Preferred Qualifications:
  • Degree in Finance or Accounting.
  • CMA, CPA, or MBA.
  • Strong understanding of US GAAP.
  • Experience in financial reporting, statement consolidations, and intercompany allocations.
  • Budget development and long-range planning experience.
  • Familiarity with Enterprise Planning systems (e.g., Microsoft Dynamics) and Payroll & Benefit systems (e.g., Workday).
  • Proven track record of delivering data-driven solutions.
  • Proficient in Microsoft Office, particularly Excel and PowerPoint.
Benefits:

We offer a comprehensive benefits package that includes healthcare, parental leave, and opportunities for career advancement. Specific offerings may vary based on location and can include:
  • Comprehensive medical, dental, and vision insurance.
  • Basic life insurance at no cost to employees.
  • 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 company-wide wellness days.
  • 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).

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