Corporate Finance Analyst

2 weeks ago

Austin, Texas, United States NFP Full time

About Us

NFP, an Aon company, is recognized as one of the Best Places to Work in Business Insurance and has received the prestigious 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We pride ourselves on being a team of consultative advisors and problem solvers, dedicated to assisting companies and individuals globally in navigating their most significant risks, workforce challenges, wealth management, and retirement planning through tailored solutions and a people-first approach. To learn more, please visit our website.

Position Overview

The Corporate Finance Analyst will collaborate closely with the VP of Finance across all financial operations within the organization, while also partnering with the Business Integration team, Accounting, and Technology departments. This role is pivotal in contributing to the formulation of financial and accounting reports, strategies, objectives, and operational plans aimed at achieving business growth and profitability targets. Furthermore, the Analyst will assist the VP of Finance in managing financial forecasts and budgets to ensure the realization of these goals and objectives. Interaction with various levels within the organization (including accounting, sales, operations, technology, M&A, and legal) is a key aspect of this position.

Key Responsibilities

  • Support the FP&A team in enhancing operational efficiencies, financial policies, and business strategies.
  • Assist in the preparation of annual budgets and forecasts, identifying major drivers and opportunities/risks; update as necessary.
  • Facilitate the presentation of financial reporting and analysis to both regional and corporate management.
  • Analyze and clarify year-over-year variations in actual or projected financial results to relevant stakeholders.
  • Provide insights into financial statistics of the supported firms, including C&F roll forward, headcount analysis, and other pertinent KPIs.
  • Examine and explain any discrepancies between actual results and budget/forecast to relevant parties.
  • Collaborate with the team to generate reports and presentations.
  • Support acquisition integration efforts.
  • Execute various Corporate Finance initiatives.

Qualifications

  • Bachelor's degree in Accounting or Finance is required.
  • Experience in insurance brokerage is preferred.
  • Entry-level candidates with 1-2 years of experience in finance or accounting are encouraged to apply.
  • Familiarity with Lawson, Cognos, IBM Planning Analytics, and insurance agency management systems (such as EPIC & Salesforce) is advantageous.
  • Proficiency in Microsoft Office applications, reporting systems, and the ability to learn new systems is essential, with a strong emphasis on Excel skills.

Skills and Competencies

  • Ability to thrive in a focused, entrepreneurial environment, challenging and influencing business decisions based on data-driven analytics.
  • Self-starter mentality with a strong sense of ownership over work and responsibilities.
  • Exceptional interpersonal and communication skills.
  • Capability to effectively and professionally present financial information to senior management and corporate executives.

What We Offer

NFP is committed to providing a competitive salary, paid time off, holidays, a 401(k) plan with matching contributions, exclusive discount programs, health and wellness initiatives, and more. Our people-first culture is centered on building and nurturing lifelong relationships with our employees, as we exist to support one another.

NFP and You... Better Together

NFP is an inclusive Equal Employment Opportunity employer.

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