What are the responsibilities and job description for the FP&A Analyst position at US Claims Capital LLC?
Job Description
Job Description
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
Education