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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

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