Financial Analyst

Trademark Recruiting is conducting a search for a fast growing and dynamic financial services / insurance oriented company based out of Orlando, FL. They are looking to to bring on an ambitious analyst who will work hand in hand with the head of FP&A, in addition to many of the key leaders in various areas of the organization.

*This role will work on a hybrid basis, 2-3 days from home.

JOB PURPOSE

Reporting to the Head of FP&A, assisting with the end-to-end reporting of actuals, forecast, and budget data for Operating Expenses and Insurance Technicals.

KEY RESPONSIBILITIES

• Accountable for quality management reporting data output to across the organization (both Finance and non-Finance teams)
• Assist with monthly and quarterly management reporting packs – focused on Insurance Technicals and Operating Expenses
• Assist in coordinating, updating, and preparing the quarterly forecasts and budget processes
• Oversee and maintain Intercompany Allocations and Expenses, as well as support other settlement related transactions, such as:
• Record intercompany expenses, allocations, and cash settlements
• Raise intercompany invoices in accordance with local requirements
• Perform intercompany reconciliations related to expenses
• Reconcile monthly cash positions of service & holding companies
• Liaise with the Accounts Payable team and Local Finance teams to ensure proper funding and timely settlement of intercompany invoices
• Reconcile Payroll data and ledger postings
• Support business leads with ad-hoc reporting and detailed expense analysis
• Liaise with Finance Change Lead to enhance and optimize BAU processes, where applicable
• Complete duties as assigned
• To maintain compliance with any applicable US, UK or International statutory or regulatory obligation as required by the role

SKILLS / KNOWLEDGE

• Knowledge of management reporting, payroll & 3rd party expense analysis, and general variance analysis
• Effective communicator with Senior Management across various functions (i.e. Finance, IT, Actuarial, etc.)
• Good understanding of data analysis and risk management
• Must be highly detail orientated
• High proficiency with Microsoft Office – especially Excel
• Ability to analyze and challenge data
• Knowledge of SAP is preferred

EDUCATION

• Bachelor's Degree in Finance or Accounting

EXPERIENCE

• At least 3 years’ experience in a Financial Operations Team within a Financial Services regulated environment
• Experience driving continuous improvement and optimization in a finance operations team
• Familiar with Organizations with complex allocations of payroll and other expense data
• Experience managing data quality and data traceability for reporting