Financial Planning and Analysis Associate

Company: Lamb Insurance Services
Location: New York
Posted on: May 16, 2022

Job Description:

Job DescriptionIndividual will be responsible for reporting, analyzing, and forecasting the financial performance of the company.MAJOR DUTIES AND RESPONSIBILITIES

• Monthly and Quarterly reporting processes
• Producer Compensation calculations and reporting
• Assist Managing Director with yearly budgeting
• Data verification on dashboard reports
• Develop and continually improve budgeting, financial projections, and operating forecast
• Formulating strategic recommendations to increase our revenues and optimize our costs, and closely follow checkpoints of our company objectives
• Ad-hoc business performance reporting
• Develop financial models and analyze them to support strategic initiatives
• Support Senior Leadership team and the Heads of Department with data-driven analysis.REQUIREMENTS
  • 3-5 years' experience in finance, FP&A, investment banking, corporate backgrounds. Insurance industry preferred.
  • High level command of Excel (Pivot tables, charts, formulas, etc).
  • Detail oriented
  • Outstanding analytical skills, agile and hands-on, high attention to detail, committed to making an impact
  • Professional, positive demeanor
  • Collaborative, team-oriented, service-oriented

Keywords: Lamb Insurance Services, New York , Financial Planning and Analysis Associate, Accounting, Auditing , New York, New York