Financial Analyst

Summary

World Insurance Associates is seeking a Financial Analyst with 3-5 years of experience to handle financial statement modeling and provide support with compensation expense analysis. The role involves building/maintaining the firm's 5-year planning model, providing ad-hoc support for data needs or model changes, developing relationships with key leaders, assisting with maintaining compensation data, and working closely with HR during the budgeting cycle.

Requirements

• Strong expertise in financial modeling preferably with prior Private Equity exposure
• Self-starter with a very strong sense of initiative
• Very technically savvy, expert knowledge of advanced Excel functionality and Power Point
• Ability to translate complicated financial concepts to a broader audience
• Strong communication skills as this role will expose you to senior leadership across the organization as well as our PE investors
• Ability to manage large data sets quickly and efficiently, attention to detail is a must

Responsibilities

• Build/Maintain/Update the firm’s 5-year planning model
• Provide close support for our PE investors as well as senior leadership on any ad-hoc requests with regards to data needs or model changes
• Develop close relationships with key leaders within the organization, gather important information and inputs for modeling purposes
• Assist the Manager of FP&A with maintaining compensation data as well as written analysis on compensation expense changes vs budget and prior year
• Assist the greater FP&A team during key reporting cycles with insights into compensation expense drivers and themes
• Work Closely with HR during the budgeting cycle to gather compensation data

Preferred Qualifications

• Prior knowledge of NetSuite, Adaptive Planning and Power BI is a plus but not required
• Finance/Accounting/Economics degree, MBA/CFA/CPA a plus