Senior Financial Planning and Analysis Specialist

4 weeks ago


Newton, Massachusetts, United States Roessel Joy Full time
Job Description
Roessel Joy is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. The ideal candidate will have experience in financial modeling, QuickBooks Online, and Bill.com, as well as proficiency in Excel and a degree in accounting and/or finance.

Responsibilities

· Develop annual financial plans and budgets across multiple business lines

· Collaborate with business leaders to maintain rolling forecasts based on trends and business input

· Develop and maintain management reports and KPIs, conducting variance analysis to compare actual results to budgets and forecasts, and providing analytical insights for decision-making

· Serve as a business partner for ad-hoc analyses and provide support for regular divisional presentations and reports

· Leverage Excel, Anaplan, and reporting tools to enhance modeling and reporting capabilities



Requirements

· Bachelor's degree and seven-plus years' relevant experience

· Prior experience with financial modeling, either in an FP&A, investment banking, or similar role is required, and prior experience in insurance FP&A is strongly preferred

· Strong technical skills in Excel are required, with preference given to those with QuickBooks Online or other financial planning software skills

· Strong presentation and communication skills

· Ability to work in a fast-paced environment, be a self-starter, and willingness to adapt as needed



Requirements
Associate's degree in Accounting or related field is required. Intermediate knowledge of Microsoft Excel is required. 1-3 years of Accounting experience. Detail-oriented, good communication (oral and written) and analytical skills. Prior experience with Timberline or MRI software preferred.

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