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Financial Planning and Analysis Expert

the ASSURANCE group
Wharton, NJ Full Time
POSTED ON 3/16/2025
AVAILABLE BEFORE 4/15/2025

We are seeking a highly skilled Financial Planning & Analysis Specialist to join our team at The ASSURANCE group. As a key member of our operations finance team, you will play a critical role in driving business growth and profitability through strategic financial planning and analysis.

Your primary responsibilities will include preparing financial reports, analyzing data, and developing forecasts to inform business decisions. You will also collaborate with cross-functional teams to identify opportunities for improvement and implement process enhancements.

Key Responsibilities:

  • Develop and maintain financial models to support business decision-making.
  • Analyze financial data to identify trends and areas for improvement.
  • Prepare monthly financial reports and ad-hoc analyses as requested.
  • Collaborate with cross-functional teams to drive business growth and profitability.
  • Develop and maintain a data warehouse to support financial reporting and analysis.

Requirements:

  • Bachelor's degree in business, finance, accounting, or data analytics.
  • Minimum of five years of prior experience in Finance or Business analyst role.
  • Strong analytical skills required, including Advanced Excel, data warehouse queries, Power BI report development, and PowerPoint.
  • Bachelor's degree in business, finance, accounting, or data analytics.

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