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Financial Analyst

Roessel Joy
Newton, MA Full Time
POSTED ON 2/9/2025
AVAILABLE BEFORE 5/10/2025

Job Description

A real estate development company is seeking to hire a Financial Analyst. Ideally looking for a candidate who has lending experience and is familiar with QuickBooks Online and Bill.com. Additionally, need someone who is proficient in Excel and has earned their degree in accounting and / or finance.

Responsibilities

  • Develop annual financial plans and budgets across multiple specialty-insurance business lines
  • Working closely with business leaders, maintain rolling forecasts based on trends and business input
  • Develop and maintain management reports and KPIs. Conduct variance analysis to compare actual results to budgets and forecasts. Provide analytical insights for decision-making
  • Be the go-to business partner for ad-hoc analyses and provide support for regular divisional presentations and reports
  • Leverage Excel, Anaplan and reporting tools to enhance modelling and reporting capabilities

Requirements

  • University degree and seven-plus years' relevant experience
  • Prior experience with financial modelling, 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 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
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