About 49 

At 49 Financial, our mission is “Creating Community, Simplifying Lives.” Each person at 49 Financial believes in the idea that “Two are Better than One” and has seen how working together produces a better outcome. Our dedicated team of advisors strive to work collaboratively, simplifying the complex to help clients achieve their financial goals and enjoy the things they love with their loved ones. 

About the role

We are seeking a highly skilled and experienced Senior Financial Planning and Analysis (FP&A) Analyst to join our team. The ideal candidate will have a strong background in financial analysis, forecasting, budgeting, and support in strategic planning activities. They will play a crucial role in providing valuable insights and recommendations to support decision-making processes within the organization. 

What you’ll do:

Financial Analysis and Reporting:

• Conduct comprehensive financial analyses to support strategic decision-making. 
• Prepare and present financial reports, including variance analysis, to senior management. 
• Familiarity and experience managing the Financial Statements. 
• Identify key performance indicators (KPIs) and provide insights into financial trends. 
• Develop and maintain financial models to assess business performance and forecast future financial outcomes. 

Budgeting and Forecasting:

• Lead the annual budgeting process, collaborating with department heads to develop accurate forecasts. 
• Monitor budget vs. actual performance and provide explanations for variances. 
• Prepare rolling forecasts and analyze potential impacts on financial goals and objectives. 
• Develop forecasting models to support long-term strategic planning. 

Strategic Planning:

• Support strategic initiatives by providing financial insights and analysis. 
• Conduct scenario analysis and sensitivity testing to assess potential risks and opportunities. 
• Assist in the evaluation of investment opportunities and strategic capital allocation. 
• Collaborate with cross-functional teams to drive process improvements and optimize business performance. 

Financial Operations Support:

• Partner with Accounting and other departments to ensure accuracy and integrity of financial data. 
• Assist in the development of financial policies, procedures, and controls. 
• Support ad-hoc financial analysis and special projects as needed. 

What you need:

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or relevant professional certification (e.g., CFA, CPA) preferred. 
• Experience in the Financial Services / Health Insurance industries preferred. 
• Minimum of 3 years of experience in financial planning and analysis, with a focus on budgeting, forecasting, and financial modeling. 
• Strong analytical skills with the ability to interpret complex financial data and communicate insights effectively. 
• Proficiency in financial software and tools (e.g., Excel, ERP systems, financial modeling software). 
• Excellent attention to detail and organizational skills, with the ability to manage multiple priorities in a fast-paced environment. 
• Strong interpersonal skills with the ability to collaborate effectively across all levels of the organization. 
• Proven track record of driving process improvements and delivering results.