What are the responsibilities and job description for the Financial Planning Analyst position at USClaims?
US Claims is a leading provider of advances to personal injury victims and their families. US Claims’ mission is to provide much needed liquidity to an underserved market; providing financial means for victims to pursue a fair settlement. We have built an organization driven by excellence and we are looking for people who are excited by the opportunity to join us! Offering an innovative environment guided by outstanding leadership, it is a perfect platform to demonstrate your talent and build your career. Energized by the challenges and rewards ahead, we are a passionate team that will continue working on the exponential growth of our business. We are currently hiring a FP&AAnalyst to join our team.
Position Summary
As a FP&A Analyst, you will be supporting the Director of FP&A in the planning and decision-making processes by identifying, transforming and evaluating financial information. Responsibilities include, but are not limited to, company‐wide monthly forecasting, development and measurement of KPIs, analysis of monthly and year-to-date results, and decision support analytics. In this high exposure role, you will prepare both company-wide and business-level financial and performance reporting which will be directly used by USClaims’ senior decision makers.
Essential Job Functions
- Develop and maintain automated Excel-based financial reports and dashboards to improve efficiency and accuracy in reporting.
- Utilize advanced Excel functions (macros, pivot tables, and Power Query) to streamline data analysis and presentation.
- Provide clear explanations of variances and identify trends or issues that require management attention.
- Support the preparation of annual budgets, forecasts, and long-term financial plans.
- Work closely with different departments to gather necessary data for budgeting and forecasting processes.
- Build and maintain strategic planning models supporting the organic and inorganic growth of the Company
- Develop business intelligence capabilities; Develop real-time PowerBI dashboards for front- office employees
- Prepare various ad hoc reports, models, and analysis as needed
- Work closely with other departments (such as operations, sales, and marketing) to provide financial insights and analysis that drive decision-making.
Qualifications
- 3 years of FP&A experience in a preferably in financial sector(banking, private equity, specialty finance company)
- Understanding of US GAAP
- Previous experience preparing forecasts utilizing complex financial models. Strong Microsoft Excel and PowerPoint skills required
- Ability to work in an innovative environment and enjoy working with a diverse team with multiple backgrounds and talents; ability to manage multiple tasks and prioritize appropriately
- Team player who enjoys working with others and reaching out proactively throughout the firm
- Proactive and dynamic personality willing and able to drive strong results
- Comfortable working under pressure and flexible in adapting and responding to constantly evolving conditions in a high exposure capacity
- High degree of integrity and honesty
- Experience with PowerBI desired
Education
- A minimum of a BA in Accounting or Finance and a MBA is strongly desired
