Senior Financial Analyst to forecast revenues and expenditures and advise us on future budgeting.
For this role, you should hold a degree in Finance or Accounting followed by relevant work experience. Knowledge of forecasting models and data analysis processes are key requirements for this position. The ideal candidate will also work well within a team and present research findings with confidence.
Ultimately, you will help ensure the company’s financial planning maximizes profitability and aligns with business objectives.
Develop financial models through benchmarking and process analysis
Forecast monthly, quarterly and annual key performance indicators profits
Prepare cost projections
Analyze and report on current financial status
Conduct thorough and strategic research of historical financial data
Generate quantitative analytics in a portfolio context
Explore business development projects and present risk and opportunities
Coordinate with the executive team on long-term financial planning
Develop and maintain up-to-date knowledge of the insurance industry
Compare anticipated and actual results and identify areas of improvement
Participate in budgeting (for departments and projects)
Maintain confidentiality of financial information
Proven work experience as a Senior Financial Analyst, Financial Analyst or similar role
Exhibit solid mathematical, decision-making and communication skills
Hands-on experience with financial and statistical software
Expertise in MS Excel (creating spreadsheets and using advanced formulas)
Remarkable attention to detail with a high degree of accuracy when working under pressure
Familiarity with finance databases
Understanding of Enterprise Resource Planning systems (ERP), including Salesforce
Knowledge of accounting laws and regulations
Excellent analytical skills
Ability to present financial data using detailed reports and charts
Able to work effectively in both a team and individual environment, providing support as needed
Demonstrable strategic thinking skills, initiative, flexibility and creativity to solve problems
Confidentiality in handling sensitive financial information
BS degree in Finance, Accounting or Economics
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